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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
MWA
3676
Monograph Wealth Advisors
California
$213K +$170K +920 New
ELM
3677
Elite Life Management
Florida
$212K +$169K +915 New
WI
3678
Westbourne Investments
Virginia
$211K +$169K +912 New
TI
3679
tru Independence
Oregon
$211K +$168K +911 New
IRAG
3680
Investment Research & Advisory Group
Georgia
$211K
FLII
3681
First Long Island Investors
New York
$211K +$168K +910 New
FWMP
3682
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$211K +$168K +910 New
PS
3683
Portfolio Strategies
New York
$211K +$168K +910 New
HGA
3684
Hobbs Group Advisors
South Carolina
$210K +$43.5K +235 +35%
HC
3685
Hendley & Co
Ohio
$209K +$166K +900 New
CFO
3686
Custos Family Office
Texas
$209K +$167K +901 New
KAM
3687
Kraft Asset Management
Tennessee
$209K +$169K +916 New
TLA
3688
Tanglewood Legacy Advisors
Texas
$209K
MCA
3689
Midwest Capital Advisors
Michigan
$209K +$166K +900 New
W
3690
WorthPointe
California
$208K +$166K +899 New
T2I
3691
Turim 21 Investimentos
Brazil
$208K
PWM
3692
Power Wealth Management
Georgia
$208K +$166K +896 New
SFC
3693
Swisher Financial Concepts
Ohio
$208K -$307K -1,658 -65%
PWS
3694
Proactive Wealth Strategies
Georgia
$207K +$165K +894 New
AWA
3695
Arbor Wealth Advisors
Michigan
$206K +$165K +890 New
MWM
3696
MBE Wealth Management
Wisconsin
$205K -$61K -330 -27%
GPA
3697
Garrison Point Advisors
California
$204K +$163K +880 New
MSWMA
3698
Market Street Wealth Management Advisors
Indiana
$204K +$163K +880 New
HCC
3699
Hirtle Callaghan & Co
Pennsylvania
$204K +$163K +879 New
TFA
3700
TPG Financial Advisors
Oregon
$202K +$161K +872 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.