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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
3726
Palouse Capital Management
Washington
$162K
GC
3727
Gibson Capital
Pennsylvania
$156K +$124K +673 New
FIM
3728
FWL Investment Management
Texas
$155K
KFP
3729
Keener Financial Planning
Texas
$153K
IWP
3730
IAG Wealth Partners
Wisconsin
$153K +$25.5K +138 +27%
PCWA
3731
Pacific Capital Wealth Advisors
California
$152K -$3.7K -20 -3%
1L
3732
10Elms LLP
Oklahoma
$151K +$120K +650 New
MEG
3733
Millstone Evans Group
Colorado
$149K +$119K +644 New
KHC
3734
Koesten Hirschmann & Crabtree
Kansas
$148K +$11.1K +60 +10%
CIR
3735
Clear Investment Research
Georgia
$148K +$7.4K +40 +7%
PA
3736
PSI Advisors
Florida
$146K
QL
3737
Quarry LP
New York
$146K -$79.2K -428 -40%
HFS
3738
HBC Financial Services
Washington
$144K
WAG
3739
Wiser Advisor Group
Arizona
$144K +$185 +1 +0.2%
NBT
3740
Northwest Bank & Trust
Iowa
$141K
CMP
3741
Coston McIsaac & Partners
Maine
$140K
ATC
3742
Advantage Trust Company
Kansas
$139K -$27.7K -150 -20%
WAS
3743
Winch Advisory Services
Wisconsin
$137K +$3.33K +18 +3%
RWML
3744
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$136K +$19.4K +105 +22%
PA
3745
Pineridge Advisors
Missouri
$135K +$35.9K +194 +50%
RFG
3746
REAP Financial Group
Texas
$135K +$1.11K +6 +1%
CFG
3747
Chapman Financial Group
Hawaii
$134K +$107K +580 New
RWM
3748
Ruedi Wealth Management
Illinois
$131K
CCMI
3749
Creative Capital Management Investments
California
$130K
EPIMS
3750
Evelyn Partners Investment Management Services
$130K +$104K +560 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.