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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
SFC
3051
Strategic Financial Concepts
Texas
$521K +$122K +657 +41%
ES
3052
Eagle Strategies
New York
$521K -$140K -755 -25%
BWP
3053
Bernardo Wealth Planning
Pennsylvania
$521K -$47.7K -258 -10%
LWM
3054
LongView Wealth Management
Georgia
$520K -$3.7K -20 -0.9%
FWM
3055
FMB Wealth Management
California
$520K -$4.81K -26 -1%
RPGK
3056
Retirement Planning Group (Kansas)
Kansas
$519K +$19.2K +104 +5%
JGIA
3057
Jackson Grant Investment Advisers
Connecticut
$518K -$18.3K -99 -4%
YWM
3058
Yoder Wealth Management
California
$516K +$2.96K +16 +0.7%
MFG
3059
Midwest Financial Group
Kansas
$516K +$185 +1 +0%
CPW
3060
Crestmont Private Wealth
Texas
$515K -$77.1K -417 -16%
EWA
3061
Etesian Wealth Advisors
Oregon
$514K +$20.2K +109 +5%
CG
3062
Cynosure Group
Utah
$512K -$355K -1,920 -46%
SAM
3063
Stansberry Asset Management
Texas
$512K
RDFA
3064
Ritter Daniher Financial Advisory
Ohio
$512K -$81.6K -441 -17%
NWMG
3065
National Wealth Management Group
Ohio
$512K +$409K +2,209 New
HI
3066
Hudock Inc
Pennsylvania
$511K +$740 +4 +0.2%
EC
3067
EntryPoint Capital
New York
$510K -$217K -1,172 -35%
VI
3068
VanderPol Investments
Michigan
$510K +$27.6K +149 +7%
CWM
3069
CCG Wealth Management
California
$509K -$30K -162 -7%
TNB
3070
Thomasville National Bank
Georgia
$509K -$25.2K -136 -6%
TFM
3071
TFC Financial Management
Massachusetts
$508K -$11.1K -60 -3%
GPW
3072
Genesis Private Wealth
Virginia
$508K +$405K +2,189 New
DJSG
3073
D.J. St. Germain
Massachusetts
$506K +$200K +1,084 +99%
AB
3074
ANB Bank
Colorado
$506K +$404K +2,184 New
WWA
3075
Wealth Watch Advisors
Colorado
$506K +$407K +2,198 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.