We are live on ! Find out more
AVGO icon

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
SWA
3201
Strategies Wealth Advisors
Michigan
$429K +$336K +1,817 New
LWMT
3202
Legacy Wealth Management (Tennessee)
Tennessee
$428K -$7.58K -41 -2%
ADMI
3203
Albert D. Mason Inc
Massachusetts
$426K +$17.2K +93 +5%
SC
3204
Sepio Capital
Utah
$426K +$74K +400 +28%
CS
3205
Capital Square
Tennessee
$426K +$28.3K +153 +10%
GCM
3206
Gables Capital Management
Florida
$424K
WQ
3207
Wealth Quarterback
New Jersey
$424K -$470K -2,542 -58%
HPIA
3208
Hamilton Point Investment Advisors
North Carolina
$423K +$22.6K +122 +7%
TAM
3209
Taurus Asset Management
New York
$422K
PB
3210
Pinnacle Bancorp
Nebraska
$422K +$80.5K +435 +31%
BTWM
3211
Brass Tax Wealth Management
Ohio
$420K +$32.4K +175 +11%
MLFP
3212
MPS Loria Financial Planners
Illinois
$420K +$370 +2 +0.1%
YWS
3213
Yarger Wealth Strategies
Ohio
$420K +$103K +559 +45%
BFG
3214
Birch Financial Group
New Hampshire
$420K +$335K +1,812 New
SHFP
3215
Second Half Financial Partners
Florida
$420K -$80.5K -435 -19%
CFGA
3216
Cambridge Financial Group (Arizona)
Arizona
$420K
GCA
3217
Gallagher Capital Advisors
Texas
$419K +$335K +1,809 New
FIC
3218
Family Investment Center
Missouri
$419K +$109K +591 +49%
WF
3219
WoodTrust Financial
Wisconsin
$419K +$2.96K +16 +0.9%
BMM
3220
Berkshire Money Management
Massachusetts
$419K +$334K +1,807 New
PF
3221
Parker Financial
Washington
$419K -$16.6K -90 -5%
HWA
3222
Heartwood Wealth Advisors
Virginia
$419K +$51K +276 +18%
CSI
3223
Cross Staff Investments
New York
$418K +$334K +1,804 New
NA
3224
Novus Advisors
South Carolina
$417K +$333K +1,800 New
WFP
3225
Wrenne Financial Planning
Kentucky
$417K -$555 -3 -0.2%

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.