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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
TCM
3976
Triumph Capital Management
Colorado
-$777K -4,505 Closed
OWM
3977
OneAscent Wealth Management
Alabama
-$701K -4,066 Closed
GWA
3978
GGM Wealth Advisors
Maryland
-$682K -3,952 Closed
CG
3979
Carlyle Group
District of Columbia
-$586K -3,397 Closed
CA
3980
Calton & Associates
Florida
-$531K -3,076 Closed
AHB
3981
Abner Herrman & Brock
New Jersey
-$491K -2,847 Closed
HWP
3982
Hibernia Wealth Partners
Louisiana
-$477K -2,763 Closed
TCM
3983
Teza Capital Management
Illinois
-$469K -2,717 Closed
MFS
3984
McNamara Financial Services
Massachusetts
-$435K -2,520 Closed
HOWA
3985
Heritage Oak Wealth Advisors
Florida
-$421K -2,442 Closed
I
3986
InceptionR
California
-$421K -2,439 Closed
AWA
3987
Alaska Wealth Advisors
Alaska
-$418K -2,425 Closed
LGW
3988
Leslie Global Wealth
Illinois
-$414K -2,401 Closed
AFP
3989
Alpha Financial Partners
Kentucky
-$404K -2,343 Closed
AGA
3990
Accuvest Global Advisors
Utah
-$388K -2,249 Closed
ITB
3991
Idaho Trust Bank
Idaho
-$361K -2,090 Closed
P8IP
3992
Pier 88 Investment Partners
California
-$311K -1,800 Closed
CPWM
3993
Cypress Point Wealth Management
Texas
-$301K -1,747 Closed
DM
3994
Deerfield Management
New York
-$289K -1,676 Closed
MS
3995
Maven Securities
Jersey
-$298K -1,610 Closed
SWP
3996
Significant Wealth Partners
Illinois
-$264K -1,528 Closed
LAM
3997
LECAP Asset Management
United Kingdom
-$259K -1,503 Closed
RAS
3998
RPS Advisory Solutions
Kentucky
-$257K -1,489 Closed
SNBOSCI
3999
Security National Bank of Sioux City Iowa
Iowa
-$252K -1,460 Closed
IAIM
4000
Industrial Alliance Investment Management
Quebec, Canada
-$241K -1,395 Closed

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.