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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
CH
3851
Canton Hathaway
Rhode Island
$26K +$20.3K +110 New
PWA
3852
Principia Wealth Advisory
Texas
$25.7K +$20.5K +111 New
RWM
3853
Rialto Wealth Management
New York
$25.5K +$20.3K +110 New
FCMT
3854
Founders Capital Management (Texas)
Texas
$25.5K
LG
3855
LAM Group
Oregon
$25.5K
YAL
3856
Your Advocates Ltd
Texas
$25.5K
TFA
3857
Transamerica Financial Advisors
Florida
$25K -$1.18M -6,371 -98%
FC
3858
Family CFO
California
$23.2K
FWM
3859
FSA Wealth Management
Massachusetts
$23.2K
KPP
3860
Kings Path Partners
Texas
$23.2K
LFA
3861
Legend Financial Advisors
Pennsylvania
$23.2K
PPA
3862
Pilgrim Partners Asia
Singapore
$23.2K +$18.5K +100 New
BFP
3863
Briaud Financial Planning
Texas
$23K +$18.5K +100 New
A
3864
AlphaQuest
New York
$22.3K -$133K -719 -88%
KSWA
3865
Kathleen S. Wright Associates
Pennsylvania
$20.9K
RA
3866
Ransom Advisory
Rhode Island
$20.9K
BMC
3867
Bear Mountain Capital
Washington
$20.4K +$15.7K +85 New
KWAG
3868
Kiely Wealth Advisory Group
North Carolina
$18.8K
PS
3869
PayPay Securities
Japan
$18.8K -$9.62K -52 -39%
TVWM
3870
Tower View Wealth Management
Wisconsin
$18.6K
IMC
3871
Investment Management Corporation
Virginia
$18.5K +$14.8K +80 New
PP
3872
PFS Partners
New Jersey
$18.2K
NS
3873
NBC Securities
Alabama
$18K -$15M -81,017 -100%
TCM
3874
Tradewinds Capital Management
Washington
$17.9K
CMA
3875
Cedar Mountain Advisors
Oregon
$17.6K -$2.59K -14 -16%

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.