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Broadcom

3,914 hedge funds and large institutions have $842B invested in Broadcom in 2024 Q4 according to their latest regulatory filings, with 674 funds opening new positions, 1,513 increasing their positions, 1,453 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more first-time investments, than exits

New positions opened: 674 | Existing positions closed: 108

50% more funds holding in top 10

Funds holding in top 10: 558839 (+281)

39% more capital invested

Capital invested by funds: $606B → $842B (+$236B)

15% more funds holding

Funds holding: 3,4093,914 (+505)

4% more repeat investments, than reductions

Existing positions increased: 1,513 | Existing positions reduced: 1,453

0.82% more ownership

Funds ownership: 75.41%76.23% (+0.82%)

13% less call options, than puts

Call options by funds: $22.9B | Put options by funds: $26.2B

Holders
3,914
Holders Change
+505
Holders Change %
+14.81%
% of All Funds
51.55%
Holding in Top 10
839
Holding in Top 10 Change
+281
Holding in Top 10 Change %
+50.36%
% of All Funds
11.05%
New
674
Increased
1,513
Reduced
1,453
Closed
108
Calls
$22.9B
Puts
$26.2B
Net Calls
-$3.3B
Net Calls Change
-$2.92B
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
2601
Wellspring Financial Advisors
Ohio
$975K -$1.05M -5,693 -58%
CSA
2602
Cottage Street Advisors
Massachusetts
$975K -$77.9K -421 -9%
1IA
2603
1620 Investment Advisors
Massachusetts
$975K +$55.3K +299 +8%
NAMP
2604
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$974K
MWM
2605
McNaughton Wealth Management
California
$973K +$39.8K +215 +5%
SCM
2606
Sandler Capital Management
New York
$971K
LI
2607
Lafayette Investments
Maryland
$969K
AT
2608
American Trust
Kentucky
$969K -$11.1K -60 -1%
MCM
2609
Morton Capital Management
California
$969K +$13.1K +71 +2%
CP
2610
Capital Planning
Washington
$969K +$102K +554 +15%
RIM
2611
RW Investment Management
Idaho
$967K
GCP
2612
Gill Capital Partners
Colorado
$966K +$2.4K +13 +0.3%
KL
2613
KilterHowling LLC
Colorado
$966K -$191K -1,031 -20%
CWM
2614
Cherrydale Wealth Management
New Jersey
$965K +$104K +564 +16%
PCG
2615
PFC Capital Group
California
$963K +$27.7K +150 +4%
FFO
2616
Fortitude Family Office
Arizona
$962K +$68.4K +370 +10%
CAIMH
2617
Central Asset Investments & Management Holdings
Hong Kong
$962K +$546K +2,950 +246%
JTWM
2618
Jackson Thornton Wealth Management
Alabama
$960K +$147K +797 +24%
SCA
2619
Sandy Cove Advisors
Massachusetts
$959K +$119K +644 +18%
PCMC
2620
Private Capital Management (Colorado)
Colorado
$957K +$9.06K +49 +1%
WW
2621
Winnow Wealth
Texas
$956K +$795K +4,301 New
AMCA
2622
Arthur M. Cohen & Associates
Illinois
$955K
FCIM
2623
Fairview Capital Investment Management
California
$953K -$64.7K -350 -8%
LSA
2624
Lion Street Advisors
Texas
$952K +$3.88K +21 +0.5%
RWM
2625
RKL Wealth Management
Pennsylvania
$943K -$2.59K -14 -0.3%

AVGO Hedge Fund Activity: Q4 2024 in Review

3,914 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q4 2024, worth a combined $842B — up 39% from $606B a quarter earlier.

Buyers outnumbered sellers: 674 funds opened new AVGO positions and 108 closed out — a net gain of 566 holders — while 1,513 added to existing stakes and 1,453 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $3.21B. The largest seller was Capital World Investors, cutting an estimated $2.68B.

  • 3,914 institutional investors held Broadcom (AVGO) as of Q4 2024, up from 3,409 in Q3 2024.
  • Funds reported $842B of Broadcom stock for Q4 2024, up 39% quarter-over-quarter.
  • 674 funds opened new Broadcom positions in Q4 2024 and 108 closed out, a net change of +566 holders.
  • The largest Broadcom buyer in Q4 2024 was JP Morgan Chase, an estimated $3.21B added.
  • The largest Broadcom seller in Q4 2024 was Capital World Investors, an estimated $2.68B sold.

Based on aggregated 13F filings for Q4 2024.