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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
PCM
3626
Poehling Capital Management
Wisconsin
$232K +$185K +1,000 New
FC
3627
Fusion Capital
South Carolina
$231K +$185K +998 New
AI
3628
Arrien Investments
Idaho
$231K -$41.4K -224 -17%
SFG
3629
Shum Financial Group
California
$231K +$184K +997 New
EF
3630
Elite Financial
Idaho
$231K +$185K +999 New
LIA
3631
LBMC Investment Advisors
Tennessee
$231K +$184K +994 New
CHA
3632
Cooper/Haims Advisors
New York
$230K +$184K +993 New
PHWM
3633
Pine Harbor Wealth Management
Maryland
$230K +$183K +992 New
JBA
3634
Johnson Bixby & Associates
Washington
$230K +$183K +990 New
KWM
3635
KMT Wealth Management
California
$230K +$183K +990 New
SIC
3636
Sage Investment Counsel
Tennessee
$230K +$183K +990 New
SPI
3637
Santori & Peters Inc
Pennsylvania
$229K +$183K +989 New
BHWM
3638
Bay Harbor Wealth Management
Maryland
$229K +$24.8K +134 +16%
WWP
3639
WR Wealth Planners
Missouri
$229K -$48.8K -264 -21%
WC
3640
Wexford Capital
Florida
$229K -$81.9K -443 -31%
SAM
3641
Strive Asset Management
Ohio
$229K +$182K +986 New
VBFP
3642
Valtinson Bruner Financial Planning
Minnesota
$228K +$182K +985 New
WCP
3643
Wick Capital Partners
Pennsylvania
$227K +$181K +980 New
SWM
3644
SFG Wealth Management
Maryland
$226K +$180K +975 New
BCCM
3645
Bridge Creek Capital Management
Massachusetts
$226K +$180K +975 New
PCMK
3646
Paragon Capital Management (Kansas)
Kansas
$225K +$180K +971 New
TF
3647
Threadgill Financial
Texas
$225K +$180K +971 New
MIS
3648
Morningstar Investment Services
Illinois
$225K -$4.22M -22,835 -96%
FSWA
3649
Financial Synergies Wealth Advisors
Texas
$225K -$93.8K -507 -34%
AL
3650
ADE LLC
Maryland
$225K +$179K +970 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.