We are live on ! Find out more
AVGO icon

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
CWM
3826
Cedar Wealth Management
California
$41.7K -$11.1K -60 -25%
MSFP
3827
Mark Sheptoff Financial Planning
Connecticut
$39.5K +$12.9K +70 +70%
OPTFSNA
3828
Old Point Trust & Financial Services N A
Virginia
$39.4K +$18.5K +100 +143%
RS
3829
R Squared
Hong Kong
$39.4K +$31.4K +170 New
RWS
3830
Retirement Wealth Solutions
Wisconsin
$37.3K +$30.7K +166 New
BIM
3831
Breakwater Investment Management
Washington
$37.1K
MAS
3832
MPWM Advisory Solutions
Georgia
$37.1K +$29.6K +160 New
GCS
3833
Gordian Capital (Singapore)
Singapore
$36K -$898K -4,856 -97%
NWWA
3834
New Wave Wealth Advisors
Arkansas
$34.8K -$424K -2,292 -94%
MFT
3835
Moisand Fitzgerald Tamayo
Florida
$34.8K +$1.85K +10 +7%
SIM
3836
Synergy Investment Management
Florida
$34.8K +$27.7K +150 New
CTWM
3837
Cherry Tree Wealth Management
Minnesota
$33.8K +$2.04K +11 +8%
BAM
3838
Bellevue Asset Management
Washington
$32.7K +$26.1K +141 New
SIP
3839
Sellwood Investment Partners
Oregon
$32.5K +$25.9K +140 New
CCA
3840
Criterion Capital Advisors
Tennessee
$32.1K
VWM
3841
Vermillion Wealth Management
Minnesota
$30.1K +$24K +130 New
JFA
3842
JNBA Financial Advisors
Minnesota
$30.1K
JFG
3843
JDM Financial Group
Texas
$30.1K -$10.2K -55 -30%
CNBT
3844
Cornerstone National Bank & Trust
Illinois
$29.4K
DP
3845
Denver PWM
Colorado
$28.5K +$555 +3 +3%
BC
3846
Barrett & Company
Rhode Island
$28.5K +$2.4K +13 +12%
PCFFS
3847
Pacific Center for Financial Services
California
$27.8K
PPWM
3848
PFG Private Wealth Management
Florida
$27.8K
SN
3849
Sittner & Nelson
Oregon
$27.6K +$3.51K +19 +19%
POIA
3850
Pin Oak Investment Advisors
Texas
$26K

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.