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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
AA
2901
Aufman Associates
Pennsylvania
$642K -$27.6K -149 -5%
CWA
2902
Centennial Wealth Advisory
Michigan
$641K +$62K +335 +14%
AFM
2903
Abbot Financial Management
Massachusetts
$641K +$511K +2,764 New
MAM
2904
McLean Asset Management
Virginia
$641K -$2.4K -13 -0.5%
HWA
2905
HMV Wealth Advisors
Louisiana
$640K +$511K +2,762 New
WN
2906
Williams & Novak
California
$639K +$1.11K +6 +0.2%
BLC
2907
Brown, Lisle/Cummings
Rhode Island
$639K +$37.9K +205 +8%
CF
2908
Cyr Financial
Illinois
$638K +$509K +2,753 New
HAFG
2909
Hansen & Associates Financial Group
California
$637K -$27.7K -150 -5%
CPL
2910
CAP Partners LLC
Tennessee
$637K -$3.51K -19 -0.7%
FWP
2911
Firethorn Wealth Partners
Georgia
$635K -$6.66K -36 -1%
OAS
2912
Optivise Advisory Services
Tennessee
$635K -$110K -593 -18%
MPW
2913
Monterey Private Wealth
California
$633K +$65.3K +353 +15%
DFC
2914
DB Fitzpatrick & Co
Idaho
$633K -$801K -4,331 -61%
FA
2915
Fedenia Advisers
Wisconsin
$632K +$504K +2,727 New
RFS
2916
Richardson Financial Services
Massachusetts
$632K +$32.4K +175 +7%
BCG
2917
Breakwater Capital Group
New Jersey
$631K +$1.85K +10 +0.4%
DI
2918
Disciplined Investors
Texas
$630K +$517K +2,794 New
OCPWS
2919
One Charles Private Wealth Services
Massachusetts
$629K +$50.7K +274 +11%
FCA
2920
Fortis Capital Advisors
Kansas
$628K -$858K -4,640 -55%
OAM
2921
Occidental Asset Management
California
$628K -$159K -861 -24%
PWM
2922
Partners Wealth Management
California
$628K +$501K +2,709 New
NAMNJ
2923
NorthStar Asset Management (New Jersey)
New Jersey
$622K +$30.1K +163 +6%
EA
2924
Echo45 Advisors
California
$622K +$44K +238 +10%
SEP
2925
Southland Equity Partners
Missouri
$622K -$36.1K -195 -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.