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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
SIC
3776
SJS Investment Consulting
Ohio
$108K +$25.5K +138 +42%
BL
3777
BFSG LLC
California
$105K +$9.25K +50 +12%
HIW
3778
Holos Integrated Wealth
Pennsylvania
$104K +$83.2K +450 New
RP
3779
Rowlandmiller & Partners
Georgia
$104K +$83.2K +450 New
EA
3780
Evolution Advisers
Virginia
$104K
EPW
3781
Endeavor Private Wealth
Kansas
$95.2K +$76K +411 New
APW
3782
Atlantic Private Wealth
North Carolina
$92.7K -$4.62K -25 -6%
MS
3783
Mizuho Securities
Japan
$91.9K -$1.4M -7,560 -95%
CF
3784
Collier Financial
Colorado
$89.5K +$71.4K +386 New
MWA
3785
Moser Wealth Advisors
Washington
$85.8K
GWP
3786
Gen-Wealth Partners
Michigan
$83.7K -$444K -2,398 -87%
HDIM
3787
Hanson & Doremus Investment Management
Vermont
$83K -$20.3K -110 -23%
CWM
3788
Cranbrook Wealth Management
Michigan
$82.3K +$4.62K +25 +8%
MCI
3789
MRP Capital Investments
Georgia
$82.3K +$32.4K +175 +97%
BC
3790
BIT Capital
Germany
$81.1K
PK
3791
Pflug Koory
Nebraska
$81.1K
WFA
3792
West Financial Advisors
Iowa
$80K
RF
3793
Robinswood Financial
Washington
$76.7K
MCM
3794
MidAtlantic Capital Management
Virginia
$73.7K
HHGA
3795
Halbert Hargrove Global Advisors
California
$71.3K +$57K +308 New
CFG
3796
CKW Financial Group
Hawaii
$70K
TC
3797
Trust Company
Kansas
$69.6K +$37K +200 +200%
KG
3798
Kieckhefer Group
Wisconsin
$69.6K +$55.5K +300 New
CP
3799
Castleview Partners
Texas
$69.4K +$28.1K +152 +103%
VIA
3800
Virtus Investment Advisers
Connecticut
$66.5K -$115K -623 -68%

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.