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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
CPSAC
2626
Chas P. Smith & Associates (CPS)
Florida
$941K -$27.7K -150 -4%
AWM
2627
Affinity Wealth Management
Delaware
$941K -$21.3K -115 -3%
GA
2628
GSG Advisors
New Jersey
$940K +$21.6K +117 +3%
CT
2629
Coastline Trust
Rhode Island
$938K +$35.3K +191 +5%
WP
2630
WMS Partners
Maryland
$938K +$320K +1,731 +75%
TCM
2631
Telos Capital Management
California
$937K -$12.8K -69 -2%
CWA
2632
Clarity Wealth Advisors
California
$936K -$8.69K -47 -1%
RIP
2633
Reliant Investment Partners
North Carolina
$936K +$746K +4,036 New
SNBOSD
2634
Security National Bank of So Dak
Iowa
$932K +$141K +760 +23%
CPW
2635
Catalyst Private Wealth
California
$930K +$370 +2 +0%
IIM
2636
Ipswich Investment Management
Massachusetts
$929K -$176K -953 -19%
VCM
2637
Vivaldi Capital Management
Illinois
$928K +$174K +939 +26%
LCM
2638
Lattice Capital Management
Washington
$927K
DACS
2639
Dymon Asia Capital (Singapore)
Singapore
$927K +$740K +4,000 New
GSIAS
2640
Garden State Investment Advisory Services
New Jersey
$924K +$64.4K +348 +10%
GHAM
2641
Gilman Hill Asset Management
Connecticut
$924K -$106K -575 -13%
LDB
2642
Lee, Danner & Bass
Tennessee
$924K +$239K +1,294 +48%
ECM
2643
Elgethun Capital Management
South Dakota
$923K +$42.5K +230 +6%
LCGC
2644
Legacy Capital Group California
California
$922K -$7.4K -40 -1%
HW
2645
Hamilton Wealth
California
$918K +$18.5K +100 +3%
HCM
2646
Hall Capital Management
Rhode Island
$918K +$732K +3,960 New
KCFA
2647
Key Client Fiduciary Advisors
New Jersey
$915K -$17.9K -97 -2%
IPW
2648
Intergy Private Wealth
Colorado
$911K -$13.1K -71 -2%
LWM
2649
LJI Wealth Management
Indiana
$910K -$8.32K -45 -1%
TCG
2650
Transcendent Capital Group
Oklahoma
$908K -$282K -1,526 -28%

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.