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
JWM
2801
JGP Wealth Management
Oregon
$733K +$56K +303 +11%
FFS
2802
Fortress Financial Solutions
Arizona
$733K +$585K +3,161 New
MA
2803
MAS Advisors
Florida
$733K +$1.85K +10 +0.3%
USWIA
2804
UP Strategic Wealth Investment Advisors
Pennsylvania
$731K +$259K +1,403 +80%
SHGA
2805
Sand Hill Global Advisors
California
$730K -$1.11K -6 -0.2%
WWM
2806
Waterway Wealth Management
Texas
$730K +$123K +664 +27%
TSWM
2807
Tyler-Stone Wealth Management
Ohio
$729K +$182K +983 +45%
BCG
2808
BayBridge Capital Group
California
$729K -$47K -254 -7%
WW
2809
Westshore Wealth
California
$728K +$39.8K +215 +7%
BAM
2810
Broyhill Asset Management
North Carolina
$727K +$580K +3,137 New
LCM
2811
Landscape Capital Management
New Jersey
$727K +$580K +3,136 New
LSL
2812
Legacy Solutions LLC
Pennsylvania
$726K +$579K +3,132 New
1WM
2813
1900 Wealth Management
Texas
$723K +$740 +4 +0.1%
CIM
2814
Contravisory Investment Management
Massachusetts
$723K -$57.5K -311 -9%
ACM
2815
Armbruster Capital Management
New York
$723K +$7.03K +38 +1%
CCAL
2816
City Center Advisors LLC
Michigan
$721K -$9.8K -53 -2%
BIP
2817
Blue Investment Partners
California
$721K
FMN
2818
Financial Management Network
California
$721K -$97.8K -529 -15%
MWM
2819
Melfa Wealth Management
Massachusetts
$719K
SB
2820
SIG Brokerage
New York
$718K +$572K +3,095 New
I
2821
INVST
Indiana
$717K +$12.4K +67 +2%
FI
2822
Fosun International
China
$716K +$127K +689 +29%
KWS
2823
Keystone Wealth Services
California
$715K +$12.9K +70 +2%
PPC
2824
Pennington Partners & Co
Maryland
$714K +$569K +3,079 New
TIM
2825
Tortoise Investment Management
New York
$713K +$36.6K +198 +7%

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.