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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
AP
3076
Atwood & Palmer
Missouri
$506K +$37.4K +202 +10%
CAM
3077
Concorde Asset Management
Michigan
$505K -$31.1K -168 -7%
WIM
3078
Waverton Investment Management
United Kingdom
$505K +$165K +890 +69%
SWM
3079
StoneCrest Wealth Management
Arizona
$505K +$403K +2,177 New
NAS
3080
NWF Advisory Services
California
$504K -$167K -901 -29%
CWP
3081
Curated Wealth Partners
California
$504K -$161K -868 -29%
BP
3082
BBR Partners
New York
$503K -$425K -2,300 -51%
SF
3083
Safeguard Financial
Wisconsin
$502K -$139K -752 -26%
GVIC
3084
Global Value Investment Corporation
Wisconsin
$498K +$398K +2,150 New
SGI
3085
Summit Global Investments
Utah
$498K -$1.28M -6,907 -76%
EBSAM
3086
Eubel Brady & Suttman Asset Management
Ohio
$498K -$129K -700 -25%
KA
3087
Kercheville Advisors
Texas
$496K
EA
3088
Enclave Advisors
Texas
$496K +$1.67K +9 +0.4%
SWRP
3089
Summit Wealth & Retirement Planning
California
$494K +$394K +2,130 New
APWM
3090
Anchor Pointe Wealth Management
Missouri
$494K +$387K +2,095 New
MKA
3091
M. Kulyk & Associates
Georgia
$492K -$69.9K -378 -15%
IWS
3092
Integrity Wealth Solutions
Colorado
$492K +$392K +2,121 New
WAM
3093
WFA Asset Management
Wisconsin
$492K
BCM
3094
Bienville Capital Management
New York
$492K
IIL
3095
Insight Inv LLC
California
$492K +$31.4K +170 +9%
DWAM
3096
Duncan Williams Asset Management
Tennessee
$489K -$40.1K -217 -9%
EAM
3097
Empirical Asset Management
Massachusetts
$488K +$6.45M +34,894 +48%
HNW
3098
High Note Wealth
Minnesota
$488K
FDS
3099
First Dallas Securities
Texas
$487K -$59.2K -320 -13%
DSN
3100
D. Scott Neal
Kentucky
$486K

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.