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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
NCM
3276
NCM Capital Management
New Jersey
$385K +$14.6K +79 +5%
UL
3277
Unionview LLC
Washington
$384K -$7.4K -40 -2%
CC
3278
Cornerstone Capital
California
$384K +$307K +1,658 New
WCM
3279
WealthTrak Capital Management
Virginia
$384K +$307K +1,658 New
PFG
3280
Prospect Financial Group
Virginia
$384K +$306K +1,656 New
PAG
3281
Poinciana Advisors Group
Florida
$383K +$305K +1,650 New
BDL
3282
Bey-Douglas LLC
Georgia
$381K -$925 -5 -0.3%
C1AG
3283
Client 1st Advisory Group
Florida
$381K +$5.73K +31 +2%
LFS
3284
Legacy Financial Strategies
Kansas
$379K +$49.4K +267 +20%
MWM
3285
MinichMacGregor Wealth Management
New York
$379K +$81.9K +443 +37%
IAS
3286
Investment Advisory Services
Texas
$378K -$143K -771 -32%
SOWAS
3287
Silver Oak Wealth Advisors Services
California
$377K +$94.3K +510 New
IWC
3288
Infinity Wealth Counsel
Ohio
$377K +$301K +1,625 New
FWM
3289
Foguth Wealth Management
Michigan
$377K +$8.14K +44 +3%
DC
3290
Defender Capital
North Carolina
$376K +$300K +1,623 New
LSA
3291
Lansing Street Advisors
Pennsylvania
$375K +$16.8K +91 +6%
WRPWM
3292
Werba Rubin Papier Wealth Management
California
$374K -$370 -2 -0.1%
BFF
3293
Byrne Financial Freedom
Massachusetts
$373K +$298K +1,609 New
HGERS
3294
Householder Group Estate & Retirement Specialist
Arizona
$373K -$1.14M -6,138 -79%
SWG
3295
Summit Wealth Group
Vermont
$372K -$43.5K -235 -13%
MWM
3296
Mascoma Wealth Management
New Hampshire
$372K +$45.1K +244 +18%
FWM
3297
Fonville Wealth Management
Virginia
$371K -$123K -664 -29%
DSCM
3298
Del-Sette Capital Management
New York
$371K
GWM
3299
Gibbs Wealth Management
Georgia
$371K +$296K +1,600 New
WWM
3300
Wiser Wealth Management
Georgia
$370K +$59K +319 +25%

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.