We are live on ! Find out more
AVGO icon

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
KBFS
2676
Kohmann Bosshard Financial Services
Ohio
$866K +$1.11K +6 +0.2%
DFA
2677
DHJJ Financial Advisors
Illinois
$862K -$740 -4 -0.1%
RA
2678
Resolute Advisors
California
$859K +$686K +3,707 New
FZCM
2679
Flynn Zito Capital Management
New York
$858K
GA
2680
Goldstein Advisors
Wisconsin
$858K +$3.33K +18 +0.5%
VC
2681
Vicus Capital
Pennsylvania
$857K -$182K -982 -21%
RFA
2682
Register Financial Advisors
Georgia
$856K +$8.69K +47 +1%
RF
2683
Rossby Financial
Florida
$856K +$683K +3,692 New
NFP
2684
Narus Financial Partners
Utah
$852K +$269K +1,457 +66%
OHWA
2685
Oak Hill Wealth Advisors
Virginia
$849K +$677K +3,660 New
GF
2686
Goodman Financial
Texas
$847K +$193K +1,043 +40%
GJIA
2687
Glass Jacobson Investment Advisors
Maryland
$847K +$10.9K +59 +2%
FWM
2688
Finer Wealth Management
Massachusetts
$847K +$555 +3 +0.1%
RBFC
2689
Roman Butler Fullerton & Co
Missouri
$842K -$107K -579 -12%
MTIC
2690
Missouri Trust & Investment Company
Missouri
$842K -$5.55K -30 -0.8%
CG
2691
Clarus Group
Texas
$840K -$818K -4,421 -55%
EMFAT
2692
Emerald Mutual Fund Advisers Trust
Pennsylvania
$840K -$32.7K -177 -5%
SPF
2693
South Plains Financial
Texas
$839K +$670K +3,621 New
TWA
2694
Tandem Wealth Advisors
Arizona
$838K +$26.3K +142 +4%
BP
2695
BWM Planning
Texas
$838K
NC
2696
Napatree Capital
Rhode Island
$836K +$141K +760 +27%
CPA
2697
Capital Performance Advisors
California
$836K +$171K +922 +34%
SOAMC
2698
Spirit of America Management Corp
New York
$835K +$55.5K +300 +9%
AWAP
2699
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$834K +$53.3K +288 +9%
FWM
2700
FFT Wealth Management
Pennsylvania
$833K +$194K +1,051 +41%

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.