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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
SHFA
2776
SC&H Financial Advisors
Maryland
$759K -$18.5K -100 -3%
BFC
2777
Blue Fin Capital
Rhode Island
$759K +$112K +608 +23%
PCS
2778
Private Client Services
Kentucky
$758K +$12.4K +67 +2%
EWS
2779
Evergreen Wealth Solutions
Pennsylvania
$757K +$604K +3,266 New
FCAS
2780
First Command Advisory Services
Texas
$755K -$70.3K -380 -10%
BFC
2781
Bedel Financial Consulting
Indiana
$755K +$18.7K +101 +3%
PWG
2782
Portside Wealth Group
Utah
$755K +$180K +972 +43%
B
2783
Barings
North Carolina
$755K -$14.1K -76 -2%
OBGC
2784
O'Brien Greene & Co
Pennsylvania
$754K +$46.6K +252 +8%
IRC
2785
Investors Research Corp
Georgia
$753K -$24K -130 -4%
MPI
2786
Mairs & Power Inc
Minnesota
$753K -$9.25K -50 -2%
OWG
2787
Oxford Wealth Group
Florida
$751K +$340K +1,840 +131%
OFS
2788
OneAscent Financial Services
Alabama
$751K +$114K +617 +24%
WPC
2789
Waters Parkerson & Co
Louisiana
$749K +$61.2K +331 +11%
UIM
2790
Unified Investment Management
Georgia
$747K +$596K +3,220 New
LAS
2791
Legacy Advisory Services
Pennsylvania
$743K -$6.66K -36 -1%
CTA
2792
Colonial Trust Advisors
South Carolina
$743K -$3.7K -20 -0.6%
FFG
2793
Fiduciary Financial Group
California
$740K +$277K +1,500 +83%
CCA
2794
Cottonwood Capital Advisors
Utah
$739K -$195K -1,056 -25%
MCM
2795
Mainstream Capital Management
California
$739K -$185 -1 -0%
B
2796
Bellecapital
Switzerland
$739K +$127K +687 +27%
FSC
2797
Full Sail Capital
Oklahoma
$737K +$47.9K +259 +9%
WWS
2798
Wellington Wealth Strategies
Indiana
$736K +$127K +685 +28%
ITIM
2799
Indiana Trust & Investment Management
Indiana
$736K +$371K +2,005 +171%
WIM
2800
Warwick Investment Management
Texas
$736K +$50.9K +275 +9%

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.