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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
DFG
3476
Dupree Financial Group
Kentucky
$291K +$232K +1,253 New
AFA
3477
Arlington Financial Advisors
California
$290K +$231K +1,250 New
AWM
3478
Altus Wealth Management
Kentucky
$290K
W
3479
WPWealth
Texas
$289K -$1.11K -6 -0.5%
TF
3480
Tudor Financial
Ohio
$289K +$230K +1,245 New
OPPS
3481
Obsidian Personal Planning Solutions
Maryland
$288K +$2.59K +14 +1%
HI
3482
Hendershot Investments
Virginia
$288K +$7.77K +42 +4%
WHCI
3483
W.H. Cornerstone Investments
Massachusetts
$288K +$370 +2 +0.2%
SWA
3484
Strata Wealth Advisors
Texas
$287K +$12.6K +68 +6%
G
3485
GenTrust
Florida
$287K +$229K +1,237 New
FA
3486
FF Advisors
California
$287K -$3.7K -20 -2%
AB
3487
Atlas Brown
Kentucky
$286K +$228K +1,235 New
AIP
3488
Almanack Investment Partners
Pennsylvania
$286K -$2.77K -15 -1%
SC
3489
Saiph Capital
New Jersey
$285K +$227K +1,230 New
GWMIA
3490
Global Wealth Management Investment Advisory
Florida
$283K +$226K +1,220 New
WFPG
3491
Waller Financial Planning Group
Ohio
$283K
OFO
3492
OneAscent Family Office
Alabama
$282K +$225K +1,216 New
ASG
3493
Ariston Services Group
California
$281K -$44.4K -240 -17%
PPW
3494
Presilium Private Wealth
Pennsylvania
$281K +$225K +1,214 New
CWMS
3495
Cannon Wealth Management Services
North Carolina
$281K +$7.77K +42 +3%
NJIM
3496
Nabity-Jensen Investment Management
Nebraska
$281K +$4.25K +23 +2%
RC
3497
Rareview Capital
Nevada
$281K +$301K +1,627 New
GSF
3498
Grove Street Fiduciary
New Hampshire
$281K +$224K +1,210 New
GPWA
3499
Great Point Wealth Advisors
Massachusetts
$280K
DGI
3500
Disciplined Growth Investors
Minnesota
$280K -$131K -710 -37%

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.