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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
CCA
2726
Coign Capital Advisors
Utah
$811K +$647K +3,498 New
CWM
2727
Campbell Wealth Management
Virginia
$810K +$33.5K +181 +5%
WCM
2728
Washburn Capital Management
Florida
$809K +$251K +1,356 +64%
BAS
2729
Breakthru Advisory Services
Wisconsin
$809K +$645K +3,490 New
BL
2730
Balentine LLC
Georgia
$807K +$36.1K +195 +6%
FWI
2731
Facet Wealth Inc
Maryland
$805K -$22K -119 -3%
HIF
2732
Hill Island Financial
Michigan
$803K +$52.2K +282 +9%
AGA
2733
Arkos Global Advisors
Texas
$803K +$13.5K +73 +2%
CWM
2734
Concentrum Wealth Management
California
$803K +$75.5K +408 +13%
CWM
2735
Challenger Wealth Management
California
$802K +$640K +3,459 New
AGP
2736
Aspire Growth Partners
Florida
$800K +$645K +3,486 New
CWMGO
2737
Capstone Wealth Management Group (Oregon)
Oregon
$799K +$638K +3,447 New
IJWM
2738
Inman Jager Wealth Management
Mississippi
$799K +$637K +3,446 New
BBNA
2739
Bremer Bank National Association
Minnesota
$799K -$42.2K -228 -6%
MA
2740
Modus Advisors
Minnesota
$798K +$46.4K +251 +8%
CWP
2741
Capital Wealth Planning
Florida
$795K -$317K -1,716 -33%
MWM
2742
Mascagni Wealth Management
Mississippi
$795K +$878K +4,749 New
HL
2743
HeadInvest LLC
Maine
$793K +$46.6K +252 +8%
DIA
2744
Dean Investment Associates
Ohio
$791K
GSB
2745
Greenfield Savings Bank
Massachusetts
$789K +$112K +605 +22%
SL
2746
Summitry LLC
California
$788K -$216K -1,169 -26%
MAA
2747
Mraz Amerine & Associates
California
$788K
SIA
2748
SkyView Investment Advisors
New Jersey
$788K +$407K +2,201 +183%
TM
2749
TigerOak Management
New Mexico
$788K +$628K +3,398 New
RWP
2750
Ridgecrest Wealth Partners
California
$786K -$6.48M -35,058 -91%

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.