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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
HWM
3876
HighMark Wealth Management
Minnesota
$17.5K +$185 +1 +1%
CBT
3877
CoreFirst Bank & Trust
Kansas
$16.2K
LWANC
3878
Laurel Wealth Advisors (North Carolina)
North Carolina
$16.2K
LAM
3879
Lummis Asset Management
Texas
$16.2K
WFA
3880
Wells Financial Advisors
Massachusetts
$16.2K
FGC
3881
Financial Gravity Companies
Texas
$16.2K +$12.9K +70 New
HC
3882
Hoese & Co
Minnesota
$16.2K
OWP
3883
ORG Wealth Partners
Texas
$15.5K +$1.29K +7 +12%
RPA
3884
Redwood Park Advisors
California
$14.4K +$11.5K +62 New
DWA
3885
Delos Wealth Advisors
Texas
$14K
TCM
3886
TruNorth Capital Management
Michigan
$13.9K
LWA
3887
Lowe Wealth Advisors
Maryland
$13.9K +$1.85K +10 +20%
SC
3888
Sawyer & Company
Massachusetts
$13K
PIS
3889
POM Investment Strategies
North Carolina
$12.3K +$2.4K +13 +33%
CMBA
3890
C.M. Bidwell & Associates
Hawaii
$11.6K
HWM
3891
Horizons Wealth Management
North Carolina
$11.6K
EPIM
3892
Evelyn Partners Investment Management
$10.4K +$8.32K +45 New
SWM
3893
Sanctuary Wealth Management
Idaho
$10.2K +$8.14K +44 New
DCM
3894
Davis Capital Management
Florida
$9.74K -$7.03K -38 -48%
CPL
3895
Capital & Planning LLC
Georgia
$9.27K +$7.4K +40 New
CW
3896
Curio Wealth
Maryland
$9.27K +$7.4K +40 New
WTFG
3897
Wood Tarver Financial Group
Idaho
$9K +$7.4K +40 New
CF
3898
Conquis Financial
California
$8.58K +$6.84K +37 New
OBWP
3899
O'Brien Wealth Partners
Massachusetts
$7K
FG
3900
Fairman Group
Pennsylvania
$6.96K -$5.55K -30 -50%

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.