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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
CFG
3351
Copley Financial Group
California
$348K -$129K -695 -32%
MCM
3352
McRae Capital Management
New Jersey
$348K
WP
3353
Waycross Partners
Kentucky
$348K
NAM
3354
NTV Asset Management
West Virginia
$347K +$54.9K +297 +25%
HIGP
3355
Hill Investment Group Partners
Missouri
$346K +$276K +1,492 New
AIA
3356
Arbor Investment Advisors
North Carolina
$345K -$11.1K -60 -4%
MC
3357
Montag & Caldwell
Georgia
$345K
HWMC
3358
Heritage Wealth Management (California)
California
$345K +$275K +1,489 New
AA
3359
Aire Advisors
California
$345K -$16.1K -87 -6%
AW
3360
Avion Wealth
Texas
$344K +$23.7K +128 +9%
CBT
3361
Crews Bank & Trust
Florida
$343K +$274K +1,480 New
WJA
3362
Willis Johnson & Associates
Texas
$343K -$128K -693 -32%
NCM
3363
Noesis Capital Mangement
Florida
$342K +$273K +1,477 New
GGS
3364
Galvin Gaustad & Stein
Arizona
$342K +$185 +1 +0.1%
SIS
3365
Sound Income Strategies
Florida
$342K -$1.85K -10 -0.7%
MLM
3366
Mount Lucas Management
Pennsylvania
$342K -$57K -308 -17%
CA
3367
Carson Advisory
Georgia
$341K -$3.7K -20 -1%
GFP
3368
Guardian Financial Partners
California
$340K +$271K +1,467 New
ODG
3369
O'Dell Group
Ohio
$340K -$425K -2,298 -61%
ONSWM
3370
Old North State Wealth Management
North Carolina
$339K +$31.6K +171 +13%
MCM
3371
Maple Capital Management
Vermont
$339K -$55.5K -300 -17%
LIA
3372
LifePlan Investment Advisors
North Carolina
$338K +$4.07K +22 +2%
PIFP
3373
Partners in Financial Planning
Virginia
$338K +$47.5K +257 +21%
AA
3374
Armis Advisers
Georgia
$337K +$269K +1,456 New
ZIG
3375
Zuckerman Investment Group
Illinois
$336K -$10.2K -55 -3%

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.