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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
AWP
3701
Avid Wealth Partners
Texas
$201K +$160K +867 New
OIS
3702
Okabena Investment Services
Minnesota
$200K +$160K +864 New
DRP
3703
Decker Retirement Planning
Utah
$199K +$159K +860 New
CFS
3704
CGC Financial Services
Oregon
$197K
FPB
3705
First PREMIER Bank
South Dakota
$197K +$85.1K +460 +118%
CWM
3706
Copia Wealth Management
Oregon
$194K +$154K +835 New
Q1WB
3707
Quest 10 Wealth Builders
Virginia
$193K +$154K +834 New
AEPWM
3708
Atlantic Edge Private Wealth Management
Florida
$192K +$25.5K +138 +20%
BONH
3709
Bank of New Hampshire
New Hampshire
$190K +$44.4K +240 +41%
CCC
3710
Chelsea Counsel Company
California
$185K +$148K +800 New
SFA
3711
Semmax Financial Advisors
North Carolina
$183K -$16.5K -89 -10%
DKCM
3712
Davidson Kahn Capital Management
California
$183K +$146K +789 New
NWMP
3713
Noble Wealth Management PBC
Colorado
$179K +$142K +770 New
W
3714
WealthCollab
Washington
$177K +$17.9K +97 +15%
MB
3715
Mizuho Bank
Japan
$174K +$9.25K +50 +7%
SFGP
3716
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$172K +$137K +743 New
SRCM
3717
Signature Resources Capital Management
California
$172K
CWM
3718
Crowley Wealth Management
Delaware
$172K +$137K +740 New
PP
3719
PrairieView Partners
Minnesota
$169K -$55.3K -299 -29%
TCM
3720
TD Capital Management
Tennessee
$169K +$4.62K +25 +4%
KTC
3721
Kentucky Trust Company
Kentucky
$165K +$132K +713 New
TWD
3722
True Wealth Design
Ohio
$165K +$8.88K +48 +7%
DMKJ
3723
David M. Knott Jr
$165K
RTL
3724
Red Tortoise LLC
Georgia
$164K -$10.4K -56 -7%
VWA
3725
Valued Wealth Advisors
Utah
$163K -$12.4K -67 -9%

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.