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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
VIPI
3026
Vista Investment Partners II
Indiana
$539K +$430K +2,327 New
YCG
3027
Yeomans Consulting Group
Georgia
$538K -$129K -700 -23%
HTHT
3028
Hemenway Trust Hemenway Trust
New Hampshire
$538K +$117K +630 +37%
BWM
3029
BCS Wealth Management
Tennessee
$536K
AWM
3030
Atticus Wealth Management
Florida
$534K -$10.5K -57 -2%
RFP
3031
Roth Financial Partners
Texas
$533K
AWA
3032
Acorn Wealth Advisors
Michigan
$533K +$15K +81 +4%
WAM
3033
Worth Asset Management
Texas
$533K -$2.74M -14,795 -87%
WCP
3034
Wealthcare Capital Partners
Pennsylvania
$532K +$425K +2,296 New
EBA
3035
Eagle Bay Advisors
New York
$532K -$53.3K -288 -11%
SIC
3036
Sterling Investment Counsel
New York
$531K -$569K -3,077 -57%
BHWM
3037
Bar Harbor Wealth Management
New Hampshire
$531K -$334K -1,805 -44%
AIM
3038
Avity Investment Management
Connecticut
$531K
AAG
3039
Armstrong Advisory Group
Massachusetts
$529K +$4.07K +22 +1%
NWA
3040
Navis Wealth Advisors
New York
$529K -$7.58K -41 -2%
CPA
3041
Cathy Pareto & Associates
Florida
$529K +$422K +2,280 New
EFG
3042
Ehrlich Financial Group
California
$527K -$12.9K -70 -3%
FCG
3043
Fielder Capital Group
Tennessee
$526K -$3.33K -18 -0.8%
GRA
3044
Golden Road Advisors
Florida
$525K -$26.4K -143 -6%
GWP
3045
Gateway Wealth Partners
Wisconsin
$524K +$41.4K +224 +11%
KWM
3046
KFG Wealth Management
Indiana
$524K +$42K +227 +11%
VIA
3047
Victrix Investment Advisors
Florida
$524K +$418K +2,258 New
BWM
3048
Birchcreek Wealth Management
Ohio
$523K +$163K +880 +64%
PWA
3049
Physician Wealth Advisors
Utah
$523K +$95.8K +518 +30%
CPIA
3050
Cornell Pochily Investment Advisors
New York
$523K -$62.7K -339 -13%

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.