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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
DA
4001
DCM Advisors
New York
-$240K -1,392 Closed
SA
4002
Skyline Advisors
Washington
-$240K -1,391 Closed
M1FG
4003
Mach-1 Financial Group
Arkansas
-$236K -1,367 Closed
LIM
4004
Lathrop Investment Management
Arkansas
-$226K -1,310 Closed
BF
4005
Brogan Financial
Tennessee
-$203K -1,176 Closed
MCP
4006
Martin Capital Partners
Oregon
-$200K -1,161 Closed
G
4007
Gainplan
Michigan
-$1.67M -1,038 Closed
RWM
4008
Reston Wealth Management
Virginia
-$127K -735 Closed
PH
4009
Pinnacle Holdings
Oklahoma
-$116K -673 Closed
FAM
4010
Flaharty Asset Management
Florida
-$91.4K -530 Closed
MIM
4011
Macroview Investment Management
Maryland
-$83.6K -485 Closed
PS
4012
Planned Solutions
California
-$75.9K -440 Closed
CPA
4013
Clear Point Advisors
New York
-$71.3K -414 Closed
DWS
4014
Dynamic Wealth Strategies
California
-$63K -367 Closed
AWA
4015
Authentikos Wealth Advisory
California
-$46.6K -270 Closed
RWA
4016
Redmont Wealth Advisors
Illinois
-$46.6K -270 Closed
UCI
4017
Uncommon Cents Investing
Wisconsin
-$46.6K -270 Closed
SC
4018
Steph & Co
Wisconsin
-$43.1K -250 Closed
FFA
4019
Fairfield Financial Advisors
Massachusetts
-$13.8K -80 Closed
AF
4020
Arrow Financial
New York
-$10.3K -60 Closed
CA
4021
Claris Advisors
Missouri
-$5K -29 Closed
BFS
4022
Bare Financial Services
Pennsylvania
-$1.21K -7 Closed
CAM
4023
Clarity Asset Management
Iowa
-$551 -3 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.