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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
CAM
3301
Clark Asset Management
New Hampshire
$370K -$94.3K -510 -24%
UB
3302
Umpqua Bank
Oregon
$369K +$304K +1,644 New
IPW
3303
IronBridge Private Wealth
Texas
$369K +$294K +1,591 New
FA
3304
Financial Advisors
Massachusetts
$369K
SL
3305
Salomon & Ludwin
Virginia
$369K
PGIM
3306
Pacific Global Investment Management
California
$368K -$4.93M -26,637 -94%
NCM
3307
Nelson Capital Management
California
$367K -$10.2K -55 -3%
HBS
3308
Howard Bailey Securities
Indiana
$366K -$25.9K -140 -8%
CFC
3309
Coyle Financial Counsel
Illinois
$366K +$269K +1,453 +1,144%
PCM
3310
Payne Capital Management
New York
$366K +$292K +1,580 New
MIM
3311
Morningstar Investment Management
Illinois
$366K -$282K -1,522 -49%
MTC
3312
McDaniel Terry & Co
Texas
$366K
CIM
3313
Corbyn Investment Management
Maryland
$366K -$24.4K -132 -8%
KFA
3314
Krane Funds Advisors
New York
$366K +$30.7K +166 +12%
SA
3315
Sage Advisors
Colorado
$365K -$51.2K -277 -15%
SA
3316
Stewardship Advisors
Pennsylvania
$365K +$54.4K +294 +23%
SWM
3317
Stockman Wealth Management
Montana
$365K +$8.14K +44 +3%
BWMG
3318
Barnes Wealth Management Group
California
$364K +$291K +1,571 New
EA
3319
Eclectic Associates
California
$363K +$4.62K +25 +2%
RIA
3320
RPG Investment Advisory
California
$362K
VAF
3321
Values Added Financial
District of Columbia
$361K -$6.47K -35 -2%
MFS
3322
Madrona Financial Services
Washington
$361K -$12K -65 -4%
WAOI
3323
Wealth Advisors of Iowa
Iowa
$359K +$72.1K +390 +34%
BSAM
3324
Blue Square Asset Management
New York
$359K
FFWM
3325
Future Financial Wealth Management
Ohio
$359K -$29.4K -159 -9%

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.