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
BA
3226
Bluesphere Advisors
Pennsylvania
$416K
SO
3227
Sierra Ocean
California
$415K +$331K +1,790 New
MFWP
3228
Mosaic Family Wealth Partners
Missouri
$414K -$41.2K -223 -11%
VWM
3229
Verus Wealth Management
Wisconsin
$414K +$330K +1,784 New
ICM
3230
Intrepid Capital Management
Florida
$413K
GWWM
3231
Great Waters Wealth Management
Minnesota
$413K -$32.6K -176 -9%
BCM
3232
Boltwood Capital Management
California
$412K +$13.9K +75 +4%
TCWM
3233
Total Clarity Wealth Management
Illinois
$411K +$9.8K +53 +3%
ODIJL
3234
One Day In July LLC
Vermont
$410K -$120K -651 -27%
HBWM
3235
Hollow Brook Wealth Management
New York
$410K
UBV
3236
United Bank (Virginia)
Virginia
$410K +$327K +1,770 New
PI
3237
Parkside Investments
Illinois
$410K +$925 +5 +0.3%
DFA
3238
DHK Financial Advisors
New Hampshire
$409K -$114K -617 -26%
IWA
3239
Inspirion Wealth Advisors
Illinois
$409K +$6.66K +36 +2%
TWG
3240
The Wealth Group
Minnesota
$408K
FFG
3241
Frisch Financial Group
New York
$408K +$185 +1 +0.1%
THL
3242
Tillman Hartley LLC
Colorado
$407K
KPWG
3243
KFA Private Wealth Group
Virginia
$407K +$7.77K +42 +2%
NI
3244
NDVR Inc
Massachusetts
$406K +$31.4K +170 +11%
MCM
3245
Mill Capital Management
North Carolina
$406K
BC
3246
Brio Consultants
California
$404K +$63.8K +345 +25%
SAA
3247
Southeast Asset Advisors
Georgia
$404K +$5.18K +28 +2%
CWA
3248
Clarus Wealth Advisors
Arizona
$403K +$89.7K +485 +37%
FTF
3249
Freedom Together Foundation
New York
$403K -$1.05M -5,700 -77%
FP
3250
Foundry Partners
Minnesota
$403K -$353K -1,910 -52%

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.