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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
WWA
3426
Wingate Wealth Advisors
Massachusetts
$313K +$250K +1,350 New
OCFG
3427
O'Connor Financial Group
Illinois
$312K -$5.92K -32 -2%
WAN
3428
Wealth Advisors Northwest
Oregon
$311K +$248K +1,342 New
UFA
3429
Uptown Financial Advisors
Texas
$311K +$248K +1,341 New
AZ
3430
Alpha Zero
Florida
$311K +$248K +1,340 New
WDA
3431
Wendell David Associates
New Hampshire
$310K
DIP
3432
Davis Investment Partners
North Carolina
$309K +$255K +1,379 New
TWM
3433
Topsail Wealth Management
North Carolina
$309K +$247K +1,334 New
FGWP
3434
Founders Grove Wealth Partners
Virginia
$309K +$246K +1,332 New
WWM
3435
Whalen Wealth Management
Nevada
$308K -$823K -4,451 -77%
FCCM
3436
First City Capital Management
Georgia
$307K -$925 -5 -0.4%
UBG
3437
United Bank (Georgia)
Georgia
$307K +$245K +1,325 New
GBWM
3438
Granite Bay Wealth Management
New Hampshire
$307K -$4.44K -24 -2%
ECA
3439
Elevate Capital Advisors
Colorado
$306K +$244K +1,320 New
SFS
3440
Sharp Financial Services
Pennsylvania
$306K
TW
3441
Towerpoint Wealth
California
$306K +$185 +1 +0.1%
VBA
3442
von Borstel & Associates
Oregon
$306K +$12.9K +70 +6%
PWP
3443
Prasad Wealth Partners
Ohio
$306K +$244K +1,318 New
PFM
3444
Phillips Financial Management
Indiana
$306K -$35.9K -194 -13%
BWIA
3445
Bryant Woods Investment Advisors
New York
$305K +$8.32K +45 +4%
LFGO
3446
Legacy Financial Group (Oklahoma)
Oklahoma
$305K +$243K +1,316 New
DI
3447
Diligent Investors
California
$305K -$17.6K -95 -7%
WAM
3448
Westport Asset Management
Connecticut
$304K
NQWM
3449
Northwest Quadrant Wealth Management
Oregon
$304K +$242K +1,311 New
BWM
3450
Brown Wealth Management
Illinois
$304K +$21.1K +114 +10%

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.