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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
MCAI
3001
Members Capital Advisors Inc
Wisconsin
$556K
JHCP
3002
Jackson Hole Capital Partners
Oklahoma
$556K +$116K +628 +35%
AWM
3003
Austin Wealth Management
Texas
$554K +$106K +575 +33%
AOI
3004
Auto-Owners Insurance
Michigan
$554K
KNFPWM
3005
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$553K
SA
3006
Scarborough Advisors
Maryland
$553K +$101K +547 +30%
CBA
3007
Coastal Bridge Advisors
Connecticut
$553K +$740 +4 +0.2%
MCA
3008
MSH Capital Advisors
Arizona
$553K -$61K -330 -12%
HAC
3009
Harbor Advisory Corp
New Hampshire
$549K
VAG
3010
VisionPoint Advisory Group
Texas
$549K -$72.9K -394 -14%
IWN
3011
Independent Wealth Network
Iowa
$548K +$56.6K +306 +15%
OWA
3012
Opal Wealth Advisors
New York
$548K +$27.9K +151 +7%
DW30
3013
Drucker Wealth 3.0
New Jersey
$548K +$187K +1,010 +75%
WLIM
3014
White Lighthouse Investment Management
Massachusetts
$547K +$11.3K +61 +3%
BA
3015
Bristlecone Advisors
Washington
$545K
TPW
3016
Talon Private Wealth
Florida
$544K +$91.4K +494 +27%
HCA
3017
Heck Capital Advisors
Wisconsin
$544K +$1.29K +7 +0.3%
TCM
3018
Thoma Capital Management
Maryland
$543K +$433K +2,343 New
PCM
3019
Permanent Capital Management
Illinois
$543K +$433K +2,342 New
MPW
3020
MA Private Wealth
California
$543K -$10.9K -59 -2%
ITFISA
3021
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$543K +$426K +2,303 New
WMWM
3022
Whitaker-Myers Wealth Managers
Ohio
$542K +$432K +2,336 New
RA
3023
Rise Advisors
New York
$541K +$12.4K +67 +3%
CI
3024
Cavalier Investments
Georgia
$541K -$9.11M -49,244 -95%
PAM
3025
PVG Asset Management
Colorado
$540K +$431K +2,330 New

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.