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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
TFA
3251
Tobias Financial Advisors
Florida
$402K +$65.7K +355 +26%
SRWM
3252
Shira Ridge Wealth Management
California
$402K +$1.48K +8 +0.5%
OPWM
3253
Oakwell Private Wealth Management
Texas
$402K +$4.44K +24 +1%
SFG
3254
Sterling Financial Group
California
$401K +$62.1K +336 +24%
TS
3255
Tamar Securities
California
$401K -$8.14K -44 -2%
CSIA
3256
Conrad Siegel Investment Advisors
Pennsylvania
$401K +$49.9K +270 +19%
EFG
3257
Embree Financial Group
Illinois
$400K -$1.48K -8 -0.5%
DAC
3258
Dividend Assets Capital
South Carolina
$399K
PWA
3259
PCG Wealth Advisors
Kansas
$397K +$370 +2 +0.1%
RCM
3260
Ridgepath Capital Management
Tennessee
$397K
WCM
3261
Wealthcare Capital Management
Virginia
$397K -$8.14K -44 -3%
ME
3262
McIlrath & Eck
Washington
$397K +$242K +1,310 +326%
AA
3263
ACT Advisors
North Carolina
$395K +$24.2K +131 +8%
CASB
3264
Cape Ann Savings Bank
Massachusetts
$393K -$9.25K -50 -3%
HWA
3265
HHM Wealth Advisors
Tennessee
$392K +$141K +760 +82%
BAMG
3266
Brand Asset Management Group
Missouri
$391K +$63.4K +343 +26%
FL
3267
FreeGulliver LLC
Louisiana
$391K -$115K -621 -27%
DCBT
3268
Dakota Community Bank & Trust
North Dakota
$391K +$8.32K +45 +3%
GA
3269
GFS Advisors
Texas
$390K +$18.9K +102 +6%
ACM
3270
Alamar Capital Management
California
$389K
PPH
3271
Pure Portfolios Holdings
Oregon
$389K -$18.9K -102 -6%
KOMWMG
3272
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$387K +$11.8K +64 +4%
AC
3273
Annandale Capital
Texas
$387K
VPP
3274
Vertex Planning Partners
Illinois
$386K +$87.9K +475 +40%
FNFDCM
3275
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$385K +$92.5K +500 +43%

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.