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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
CC
3551
Copperleaf Capital
North Carolina
$257K +$205K +1,109 New
TCOK
3552
Trust Company of Kansas
Kansas
$257K -$9.25K -50 -4%
VW
3553
Vance Wealth
California
$257K -$48.6K -263 -19%
HI
3554
Humankind Investments
New York
$256K +$205K +1,106 New
SWMG
3555
Sanchez Wealth Management Group
Florida
$256K +$204K +1,105 New
WPWM
3556
Western Pacific Wealth Management
Illinois
$256K +$32.4K +175 +19%
WCWM
3557
Willow Creek Wealth Management
California
$256K +$204K +1,105 New
PWH
3558
Priebe Wealth Holdings
Minnesota
$256K +$204K +1,104 New
RAM
3559
Readystate Asset Management
Illinois
$256K +$204K +1,103 New
MWM
3560
Mosley Wealth Management
California
$254K +$2.77K +15 +1%
PAG
3561
Powers Advisory Group
Illinois
$254K +$203K +1,095 New
OCM
3562
Orion Capital Management
California
$254K -$19.4K -105 -9%
EWP
3563
Elevation Wealth Partners
California
$254K +$10.2K +55 +5%
PWA
3564
Peterson Wealth Advisors
Utah
$253K -$73.2K -396 -27%
MPCL
3565
My Personal CFO LLC
Washington
$253K +$202K +1,091 New
MA
3566
Maxele Advisors
Missouri
$253K +$202K +1,091 New
HSG
3567
Helen Stephens Group
Texas
$253K +$202K +1,091 New
MWM
3568
Massachusetts Wealth Management
Massachusetts
$253K +$202K +1,090 New
T
3569
Tableaux
Massachusetts
$253K +$202K +1,090 New
OFA
3570
Oak Family Advisors
Illinois
$253K +$201K +1,089 New
NCG
3571
Newport Capital Group
New Jersey
$252K +$201K +1,088 New
IPWA
3572
International Private Wealth Advisors
California
$252K +$201K +1,085 New
LA
3573
Lynch & Associates
Indiana
$251K +$200K +1,084 New
EFA
3574
Edge Financial Advisors
Illinois
$251K +$200K +1,084 New
BCG
3575
Bravias Capital Group
New Jersey
$250K +$209K +1,130 New

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.