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Broadcom
AVGO

Overview Fund Activity

3,866 hedge funds and large institutions have $839B invested in Broadcom in 2024 Q4 according to their latest regulatory filings, with 653 funds opening new positions, 1,502 increasing their positions, 1,443 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,866
Holders Change
+483
Holders Change %
+14.28%
% of All Funds
51.46%
Holding in Top 10
822
Holding in Top 10 Change
+275
Holding in Top 10 Change %
+50.27%
% of All Funds
10.94%
New
653
Increased
1,502
Reduced
1,443
Closed
108
Calls
$22.9B
Puts
$26.2B
Net Calls
-$3.3B
Net Calls Change
-$2.92B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$4.02B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.52B
3
BlackRock
BlackRock
New York
+$2.33B
4
GQG Partners
GQG Partners
Florida
+$1.58B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.52B

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$3.36B
2
Invesco
Invesco
Georgia
-$1.95B
3
IAIM
International Assets Investment Management
Florida
-$1.9B
4
PFA
Pathway Financial Advisers
Indiana
-$1.68B
5
Bank of America
Bank of America
North Carolina
-$1.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
3426
Peak Financial Management
Massachusetts
$297K -$61.9K -267 -17%
MWP
3427
Meredith Wealth Planning
Illinois
$297K +$6.72K +29 +2%
WFAG
3428
Wescott Financial Advisory Group
Pennsylvania
$296K +$296K +1,278 New
HWM
3429
HRC Wealth Management
Idaho
$296K +$296K +1,275 New
PHAM
3430
Palisades Hudson Asset Management
Florida
$295K – – –
CCAM
3431
Cascades Capital Asset Management
North Carolina
$295K +$295K +1,272 New
BTIM
3432
BancFirst Trust & Investment Management
Oklahoma
$294K +$294K +1,250 New
DR
3433
Davis Rea
Ontario, Canada
$294K – – –
TA
3434
TFG Advisers
Michigan
$293K +$293K +1,264 New
BDF
3435
Black Diamond Financial
Maryland
$293K +$293K +1,262 New
CNBOF
3436
City National Bank of Florida
Florida
$292K +$292K +1,261 New
Betterment LLC
3437
Betterment LLC
New York
$292K +$6.72K +29 +2%
RCA
3438
Runnymede Capital Advisors
Ohio
$291K +$291K +1,256 New
DFG
3439
Dupree Financial Group
Kentucky
$291K +$291K +1,253 New
AFA
3440
Arlington Financial Advisors
California
$290K +$290K +1,250 New
AWM
3441
Altus Wealth Management
Kentucky
$290K – – –
W
3442
WPWealth
Texas
$289K -$1.39K -6 -0.5%
TF
3443
Tudor Financial
Ohio
$289K +$289K +1,245 New
OPPS
3444
Obsidian Personal Planning Solutions
Maryland
$288K +$3.1K +14 +1%
HI
3445
Hendershot Investments
Virginia
$288K +$9.74K +42 +4%
WHCI
3446
W.H. Cornerstone Investments
Massachusetts
$288K +$464 +2 +0.2%
SWA
3447
Strata Wealth Advisors
Texas
$287K +$15.8K +68 +6%
G
3448
GenTrust
Florida
$287K +$287K +1,237 New
FA
3449
FF Advisors
California
$287K -$4.5K -20 -2%
AB
3450
Atlas Brown
Kentucky
$286K +$286K +1,235 New
136 137
138
139 140