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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
BWG
3101
Beta Wealth Group
California
$486K -$518K -2,803 -57%
NEPPG
3102
New England Professional Planning Group
Rhode Island
$485K +$16.6K +90 +5%
HWM
3103
Hobbs Wealth Management
Indiana
$483K +$385K +2,082 New
RMP
3104
Richards, Merrill & Peterson
Washington
$482K +$385K +2,081 New
FBB
3105
Fulton Breakefield Broenniman
Maryland
$482K -$22.2K -120 -5%
RWA
3106
Roberts Wealth Advisors
California
$482K -$56.4K -305 -13%
BFG
3107
Bouchey Financial Group
New York
$482K -$86.9K -470 -18%
TA
3108
TrueWealth Advisors
Alabama
$481K +$15.5K +84 +4%
ECM
3109
Exchange Capital Management
Michigan
$480K +$383K +2,072 New
AIA
3110
Accelerate Investment Advisors
California
$480K +$142K +766 +59%
PPW
3111
Pasadena Private Wealth
California
$480K -$2.04K -11 -0.5%
CAM
3112
CenterStar Asset Management
Illinois
$479K +$128K +692 +50%
FNT
3113
First Nebraska Trust
Nebraska
$478K
EB
3114
Exchange Bank
California
$477K +$3.51K +19 +0.9%
WA
3115
Whipplewood Advisors
Colorado
$477K +$381K +2,059 New
AMM
3116
American Money Management
California
$475K
FNA
3117
First National Advisers
Nebraska
$475K
KV
3118
Kickstand Ventures
New York
$475K -$4.07K -22 -1%
PMFA
3119
Plante Moran Financial Advisors
Michigan
$475K -$279K -1,506 -42%
WA
3120
Waddell & Associates
Tennessee
$475K -$2.4K -13 -0.6%
BBI
3121
Baxter Bros Inc
Connecticut
$475K +$19.8K +107 +6%
BWFA
3122
Baltimore-Washington Financial Advisors
Maryland
$474K +$14.8K +80 +4%
TH
3123
TCTC Holdings
Texas
$473K
VFA
3124
Values First Advisors
Tennessee
$473K +$377K +2,039 New
SWM
3125
Sendero Wealth Management
Texas
$472K +$41.8K +226 +12%

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.