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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
CCP
2651
Cassia Capital Partners
North Carolina
$908K +$724K +3,917 New
WWC
2652
Waypoint Wealth Counsel
Georgia
$908K +$30.5K +165 +4%
WIA
2653
Wetzel Investment Advisors
Indiana
$906K -$27.9K -151 -4%
VFG
2654
Victory Financial Group
Texas
$904K +$721K +3,900 New
TCOTS
2655
Trust Company of the South
North Carolina
$900K
MWA
2656
Medallion Wealth Advisors
Connecticut
$898K +$748K +4,044 New
CWG
2657
Crown Wealth Group
North Carolina
$896K +$23.9K +129 +3%
KCPG
2658
Kavar Capital Partners Group
Kansas
$895K
GPA
2659
Guidance Point Advisors
Massachusetts
$894K +$40.3K +218 +6%
MWP
2660
Meridian Wealth Partners
Pennsylvania
$894K -$69K -373 -9%
NCTC
2661
New Covenant Trust Company
Indiana
$890K -$7.58K -41 -1%
SGK
2662
Steigerwald Gordon & Koch
Virginia
$889K -$7.58K -41 -1%
SWM
2663
Sagace Wealth Management
Florida
$888K +$176K +951 +33%
MAM
2664
Martingale Asset Management
Massachusetts
$887K -$249K -1,346 -26%
IP
2665
Interval Partners
New York
$886K +$177K +956 +33%
DWM
2666
DecisionMap Wealth Management
Virginia
$885K +$706K +3,816 New
OWA
2667
ORBA Wealth Advisors
Illinois
$881K
OPWM
2668
Oxinas Partners Wealth Management
Indiana
$880K -$890K -4,810 -56%
APW
2669
Aurora Private Wealth
New Jersey
$880K -$119K -642 -14%
PIM
2670
Provident Investment Management
Michigan
$879K -$42.5K -230 -6%
JWS
2671
Juncture Wealth Strategies
Arizona
$875K +$73.1K +395 +12%
TC
2672
Tejara Capital
United Kingdom
$874K
WWM
2673
WJ Wealth Management
Arizona
$872K +$43.3K +234 +7%
HIC
2674
Hartline Investment Corp
Illinois
$870K
GA
2675
Greenspring Advisors
Maryland
$868K -$61.4K -332 -8%

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.