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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
LA
3376
Lane & Associates
New Jersey
$336K +$34.8K +188 +14%
BEC
3377
Blue Edge Capital
Virginia
$336K
RIS
3378
Retirement Income Solutions
Michigan
$336K
MCM
3379
Marathon Capital Management
Maryland
$336K +$268K +1,450 New
NA
3380
Note Advisors
New York
$336K +$268K +1,450 New
GWM
3381
Gray Wealth Management
Maine
$336K +$2.77K +15 +1%
TCM
3382
TABR Capital Management
California
$336K +$268K +1,448 New
WFAG
3383
Worth Financial Advisory Group
North Carolina
$335K +$11.1K +60 +4%
WLPWM
3384
Walled Lake Planning & Wealth Management
Illinois
$334K
EL
3385
Essex LLC
Illinois
$333K +$19.6K +106 +8%
AFAS
3386
Acorn Financial Advisory Services
Virginia
$333K -$1.67K -9 -0.6%
CA
3387
Clune & Associates
Illinois
$332K +$265K +1,434 New
NSIM
3388
North Star Investment Management
Illinois
$332K -$8.69K -47 -3%
TDC
3389
Thompson Davis & Co
Virginia
$332K -$9.99K -54 -4%
GB
3390
Goepper Burkhardt
South Carolina
$332K -$25.9K -140 -9%
FDCP
3391
Foster Dykema Cabot & Partners
Massachusetts
$332K
HWMT
3392
Heritage Wealth Management (Texas)
Texas
$332K
BIA
3393
Bell Investment Advisors
California
$331K +$2.22K +12 +0.8%
PCMF
3394
Private Capital Management (Florida)
Florida
$329K +$185 +1 +0.1%
SWM
3395
SilverOak Wealth Management
Minnesota
$329K
UWP
3396
Uniting Wealth Partners
Kansas
$329K +$263K +1,420 New
FNC
3397
First National Corp
Massachusetts
$329K +$263K +1,420 New
LT
3398
Legacy Trust
Michigan
$328K -$42.4K -229 -14%
FIBT
3399
First International Bank & Trust
North Dakota
$326K -$76.4K -413 -23%
PCA
3400
Providence Capital Advisors
North Carolina
$326K +$13.7K +74 +6%

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.