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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
WCM
3501
Whitener Capital Management
North Carolina
$279K
KWA
3502
Kondo Wealth Advisors
California
$279K +$223K +1,204 New
AIS
3503
AM Investment Strategies
Tennessee
$279K +$222K +1,202 New
SC
3504
Stance Capital
Massachusetts
$278K +$222K +1,201 New
HJGA
3505
Hardman Johnston Global Advisors
Connecticut
$278K
CNC
3506
Citizens & Northern Corp
Pennsylvania
$278K +$222K +1,200 New
NCFG
3507
New Century Financial Group
New Jersey
$278K -$296K -1,598 -57%
MWM
3508
Momentous Wealth Management
Washington
$278K +$221K +1,197 New
BCM
3509
Brookmont Capital Management
Texas
$277K -$32.4K -175 -13%
GW
3510
Griffith & Werner
Georgia
$277K +$221K +1,194 New
NFA
3511
Northwest Financial Advisors
Virginia
$277K +$370 +2 +0.2%
ACA
3512
American Capital Advisory
Idaho
$276K -$44.4K -240 -17%
PWA
3513
Provenance Wealth Advisors
Florida
$276K
IWP
3514
Innova Wealth Partners
Pennsylvania
$275K -$2.08M -11,260 -90%
LWM
3515
Lakeridge Wealth Management
Ohio
$275K +$219K +1,184 New
OC
3516
Optima Capital
Oregon
$274K +$219K +1,184 New
DF
3517
Dunhill Financial
United Kingdom
$274K +$51.4K +278 +31%
SSC
3518
Syverson Strege & Co
Iowa
$273K +$218K +1,179 New
MWG
3519
Martin Worley Group
Utah
$271K +$217K +1,171 New
MSWM
3520
Mowery & Schoenfeld Wealth Management
Illinois
$271K +$155K +840 +255%
TPWA
3521
TRUE Private Wealth Advisors
Oregon
$271K +$216K +1,167 New
CSWM
3522
Cassady Schiller Wealth Management
Ohio
$270K +$43.5K +235 +25%
PWMG
3523
Private Wealth Management Group
New Jersey
$269K
FPGK
3524
Financial Partners Group (Kansas)
Kansas
$269K -$16.5K -89 -7%
BB
3525
Burford Brothers
Texas
$269K +$185 +1 +0.1%

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.