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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
PMG
3526
ProVise Management Group
Florida
$269K -$231K -1,250 -52%
WIM
3527
Waycross Investment Management
Washington
$269K
EWA
3528
Emergent Wealth Advisors
New York
$269K +$214K +1,159 New
HA
3529
Helium Advisors
Washington
$268K +$214K +1,157 New
HFF
3530
Halter Ferguson Financial
Indiana
$268K +$214K +1,155 New
VCP
3531
Vista Capital Partners
Oregon
$267K +$213K +1,153 New
CCG
3532
Coastwise Capital Group
California
$267K -$166K -897 -44%
FUBT
3533
First United Bank & Trust
Maryland
$267K
GFPC
3534
Global Financial Private Client
Florida
$266K -$740 -4 -0.3%
GC
3535
Guidance Capital
Kentucky
$265K +$200K +1,084 New
ACP
3536
Argyle Capital Partners
California
$264K +$211K +1,140 New
CCP
3537
Carmel Capital Partners
California
$264K +$211K +1,140 New
VARA
3538
Value Aligned Research Advisors
New Jersey
$264K -$1.42M -7,700 -87%
DLCIG
3539
D.L. Carlson Investment Group
New Hampshire
$263K +$210K +1,136 New
LPAM
3540
Lodestar Private Asset Management
California
$263K +$210K +1,135 New
HFS
3541
Hoge Financial Services
Pennsylvania
$263K +$209K +1,132 New
NSB
3542
Norway Savings Bank
Maine
$262K -$15.7K -85 -7%
VRM
3543
Vectors Research Management
New York
$262K +$209K +1,130 New
SIA
3544
SGL Investment Advisors
Montana
$262K -$40.5K -219 -17%
LFS
3545
Lutz Financial Services
Nebraska
$261K -$42.2K -228 -17%
CWMA
3546
Capstone Wealth Management (Alabama)
Alabama
$261K +$208K +1,126 New
SC
3547
Solstein Capital
California
$260K
HCP
3548
Hardin Capital Partners
South Carolina
$259K -$2.4K -13 -1%
DDC
3549
DF Dent & Co
Maryland
$257K +$205K +1,110 New
MTIM
3550
Marathon Trading Investment Management
Pennsylvania
$257K -$239K -1,291 -54%

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.