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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
PAWA
2926
Palo Alto Wealth Advisors
California
$621K +$44.6K +241 +10%
FNBOO
2927
First National Bank of Omaha
Nebraska
$621K
BOJHT
2928
Bank of Jackson Hole Trust
Wyoming
$621K +$496K +2,680 New
BTD
2929
BankPlus Trust Department
Mississippi
$621K +$495K +2,679 New
WH
2930
Wallace Hart
Kentucky
$621K +$43.1K +233 +10%
IA
2931
IMZ Advisory
Florida
$620K -$273K -1,475 -36%
PA
2932
PharVision Advisers
Florida
$619K +$494K +2,669 New
AIA
2933
Alternative Investment Advisors
Florida
$619K -$1.24M -6,698 -72%
CHC
2934
City Holding Co
West Virginia
$619K +$247K +1,338 +101%
4A
2935
4Wealth Advisors
Illinois
$618K +$493K +2,666 New
GC
2936
GFG Capital
Florida
$617K +$9.99K +54 +2%
MHWM
2937
Montz Harcus Wealth Management
Louisiana
$617K -$43.6K -236 -8%
DFP
2938
Defined Financial Planning
California
$617K +$492K +2,660 New
MWP
2939
Madison Wealth Partners
Wisconsin
$615K -$37.5K -203 -7%
E3F
2940
Eight 31 Financial
Texas
$614K -$129K -700 -21%
WWP
2941
Wise Wealth Partners
Arizona
$614K +$490K +2,649 New
EIP
2942
Ellis Investment Partners
Pennsylvania
$614K -$17.2K -93 -3%
JWA
2943
JFS Wealth Advisors
Pennsylvania
$614K +$33.1K +179 +7%
PFS
2944
Prospect Financial Services
New York
$613K -$73.2K -396 -13%
PFA
2945
Pettinga Financial Advisors
Indiana
$613K -$49.4K -267 -9%
RCWM
2946
Royal Capital Wealth Management
Indiana
$612K
APG
2947
Abacus Planning Group
South Carolina
$609K -$21.1K -114 -4%
HNWAG
2948
High Net Worth Advisory Group
Florida
$609K +$2.96K +16 +0.6%
PCM
2949
Pinnbrook Capital Management
New York
$606K +$484K +2,616 New
OFW
2950
Omnia Family Wealth
Florida
$605K +$48.8K +264 +11%

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.