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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
MSWM
3576
Master's Wealth Management
Pennsylvania
$250K +$199K +1,078 New
BIM
3577
Barton Investment Management
Pennsylvania
$249K +$199K +1,075 New
SCM
3578
Sollinda Capital Management
Florida
$249K -$23.7K -128 -11%
5W
3579
5T Wealth
California
$248K +$198K +1,068 New
FFG
3580
Foundry Financial Group
New Hampshire
$247K +$197K +1,066 New
MAA
3581
Matrix Asset Advisors
New York
$246K +$196K +1,060 New
STA
3582
Smith Thornton Advisors
Alabama
$246K +$196K +1,060 New
CA
3583
Capital Advantage
California
$245K +$196K +1,059 New
UIA
3584
Ulland Investment Advisors
Minnesota
$245K +$108K +584 +123%
ACM
3585
Advance Capital Management
Michigan
$245K +$195K +1,057 New
SWA
3586
SOA Wealth Advisors
New York
$245K +$65.7K +355 +51%
PPA
3587
Painted Porch Advisors
California
$245K +$114K +614 +139%
B
3588
BetterWealth
California
$245K +$195K +1,056 New
WFM
3589
Wolff Financial Management
Michigan
$244K +$195K +1,054 New
MIM
3590
Martin Investment Management
Florida
$243K +$194K +1,050 New
RA
3591
Ruggaard & Associates
Ohio
$243K +$194K +1,050 New
SMF
3592
Sterling Manor Financial
New York
$243K +$194K +1,050 New
HC
3593
Headland Capital
South Carolina
$243K +$194K +1,048 New
CFG
3594
Clayton Financial Group
Missouri
$243K -$58.8K -318 -23%
AWP
3595
Abacus Wealth Partners
California
$243K +$193K +1,046 New
BAWC
3596
Boyce & Associates Wealth Consulting
Texas
$242K +$193K +1,045 New
WIP
3597
WealthCare Investment Partners
Rhode Island
$242K +$193K +1,043 New
T
3598
Tidemark
California
$242K +$2.4K +13 +1%
RFG
3599
RFP Financial Group
Georgia
$241K +$192K +1,040 New
MF
3600
Meridian Financial
Massachusetts
$241K -$111K -600 -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.