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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
Franklin Resources
26
Franklin Resources
California
$6.24B +$1.07B +5,783,988 +27%
UBS Group
27
UBS Group
Switzerland
$6.18B +$129M +696,909 +3%
AllianceBernstein
28
AllianceBernstein
Tennessee
$5.9B +$450M +2,430,793 +11%
Wells Fargo
29
Wells Fargo
California
$5.55B -$134M -723,650 -3%
Fisher Asset Management
30
Fisher Asset Management
Washington
$5.54B +$88.9M +480,538 +2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$5.04B +$133M +719,731 +3%
Raymond James Financial
32
Raymond James Financial
Florida
$4.28B +$3.42B +18,471,827 New
Swedbank
33
Swedbank
Sweden
$3.82B -$351M -1,900,290 -10%
SG Americas Securities
34
SG Americas Securities
New York
$3.64B +$912M +4,929,115 +46%
Janus Henderson Group
35
Janus Henderson Group
United Kingdom
$3.56B +$365M +1,974,620 +15%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$3.22B -$412M -2,225,497 -14%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$3.2B +$75.1M +406,284 +3%
VanEck Associates
38
VanEck Associates
New York
$3.06B +$94.3M +509,665 +4%
Barclays
39
Barclays
United Kingdom
$3B -$838M -4,531,603 -26%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$2.92B +$7.33M +39,618 +0.3%
Swiss National Bank
41
Swiss National Bank
Switzerland
$2.91B -$109M -591,400 -5%
Amundi
42
Amundi
France
$2.67B -$1.11B -6,021,603 -34%
Deutsche Bank
43
Deutsche Bank
Germany
$2.67B -$694M -3,751,383 -25%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$2.61B -$19.1M -103,306 -0.9%
ClearBridge Investments
45
ClearBridge Investments
New York
$2.59B -$196M -1,060,275 -9%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$2.56B +$89.1M +481,498 +5%
GQG Partners
47
GQG Partners
Florida
$2.37B +$1.26B +6,809,245 +200%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$2.37B -$35.4M -191,131 -2%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$2.29B +$230M +1,244,867 +14%
DZ Bank
50
DZ Bank
Germany
$2.21B +$19.2M +103,985 +1%

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.