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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
SC
3651
Searle & Co
Connecticut
$225K +$179K +970 New
GFWA
3652
Grey Fox Wealth Advisors
Delaware
$224K +$178K +964 New
MAM
3653
Marotta Asset Management
Virginia
$223K +$178K +963 New
NFC
3654
Northstar Financial Companies
Pennsylvania
$223K +$178K +963 New
TWM
3655
TriaGen Wealth Management
California
$223K +$178K +962 New
FFS
3656
Flavin Financial Services
Florida
$223K +$178K +960 New
CISOA
3657
Capital Investment Services of America
Wisconsin
$223K -$146K -790 -45%
AWM
3658
Absher Wealth Management
North Carolina
$223K +$178K +960 New
SHJ
3659
Sharkey, Howes & Javer
Colorado
$223K +$178K +960 New
PDM
3660
Penn Davis McFarland
Texas
$221K +$177K +955 New
CWA
3661
CogentBlue Wealth Advisors
Tennessee
$221K +$176K +953 New
HP
3662
HT Partners
Connecticut
$221K +$176K +953 New
BTC
3663
Bank & Trust Company
Illinois
$220K -$10.2K -55 -5%
EC
3664
Eaton-Cambridge
Arizona
$220K +$176K +950 New
AFGAS
3665
Allegiance Financial Group Advisory Services
Virginia
$219K +$175K +946 New
AFO
3666
Arrowroot Family Office
California
$218K +$174K +941 New
CWA
3667
Clearview Wealth Advisors
Oregon
$218K +$174K +941 New
CI
3668
Ceera Investments
Texas
$218K +$174K +940 New
TCM
3669
Tandem Capital Management
New Jersey
$218K +$174K +940 New
HA
3670
HFG Advisors
Ohio
$218K +$174K +940 New
PPWM
3671
Perissos Private Wealth Management
Oklahoma
$217K +$173K +936 New
TA
3672
TPG Advisors
Illinois
$216K +$172K +930 New
CL
3673
CLG LLC
California
$215K +$172K +929 New
WWWM
3674
White Wing Wealth Management
Texas
$215K +$171K +926 New
AWA
3675
AmeriServ Wealth Advisors
Pennsylvania
$214K +$171K +925 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.