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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
CPG
3601
Cornerstone Planning Group
New Jersey
$241K +$29.6K +160 +15%
CWM
3602
Cabot Wealth Management
Massachusetts
$241K -$35K -189 -15%
AWM
3603
Activest Wealth Management
Florida
$240K +$35.1K +190 +22%
JPLA
3604
Joseph P. Lucia & Associates
New York
$240K -$37K -200 -16%
CIC
3605
Cutler Investment Counsel
Oregon
$239K +$191K +1,030 New
RRA
3606
Round Rock Advisors
Connecticut
$238K +$190K +1,027 New
WAL
3607
W Advisors LLC
Tennessee
$237K -$232K -1,252 -55%
BWP
3608
Barlow Wealth Partners
Kentucky
$237K +$192K +1,040 New
PW
3609
Potentia Wealth
California
$236K +$189K +1,020 New
WWM
3610
WT Wealth Management
Arizona
$236K +$189K +1,020 New
AV
3611
Aspiring Ventures
Ohio
$235K +$183K +989 New
SCM
3612
Sebold Capital Management
Illinois
$234K -$28.3K -153 -13%
SFA
3613
Seneca Financial Advisors
New York
$234K +$187K +1,010 New
BWA
3614
BlueChip Wealth Advisors
Georgia
$234K +$186K +1,008 New
NFG
3615
Nadler Financial Group
Illinois
$233K +$186K +1,005 New
TIM
3616
Total Investment Management
Arizona
$232K +$185K +1,001 New
UWS
3617
Unique Wealth Strategies
Illinois
$232K +$185K +1,001 New
1CP
3618
17 Capital Partners
Arizona
$232K -$46.2K -250 -20%
TF
3619
Tompkins Financial
New York
$232K -$27.7K -150 -13%
PCC
3620
Park Circle Company
Maryland
$232K
SWP
3621
SIMA Wealth Partners
Virginia
$232K
WTG
3622
West Tower Group
Virginia
$232K +$55.5K +300 +43%
PHS
3623
Pekin Hardy Strauss
Illinois
$232K +$185K +1,000 New
PF
3624
Penney Financial
Texas
$232K +$185K +1,000 New
PM
3625
Phraction Management
Connecticut
$232K +$185K +1,000 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.