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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
GAM
551
Gotham Asset Management
New York
$49.9M +$937K +5,067 +2%
KPWS
552
Kestra Private Wealth Services
Texas
$49.8M +$139K +751 +0.4%
MFAM
553
Motley Fool Asset Management
Virginia
$49.8M +$5M +27,048 +14%
OBAM
554
ODDO BHF Asset Management
France
$49.7M +$1.83M +9,871 +5%
LIP
555
Liontrust Investment Partners
United Kingdom
$49.4M +$33.9M +183,121 +610%
AC
556
Addenda Capital
Quebec, Canada
$49M -$7.82M -42,256 -17%
BCI
557
Brinker Capital Investments
Pennsylvania
$48.9M +$2.74M +14,825 +8%
OPS
558
Orion Portfolio Solutions
Nebraska
$48.9M +$2.74M +14,825 +8%
FNT
559
First National Trust
Pennsylvania
$48.8M -$1.93M -10,446 -5%
EFM
560
E Fund Management
China
$48.7M +$9.75M +52,700 +33%
AWM
561
Apollon Wealth Management
South Carolina
$48.7M +$1.09M +5,879 +3%
CPM
562
Crescent Park Management
California
$48.5M -$8.22M -44,460 -18%
TC
563
TownSquare Capital
Utah
$48.4M +$11.7M +63,036 +43%
NHC
564
Nicholas Hoffman & Company
Georgia
$48.1M +$15.7K +85 +0%
OWP
565
Obermeyer Wealth Partners
Colorado
$48.1M -$1.08M -5,860 -3%
IAA
566
Independent Advisor Alliance
North Carolina
$48.1M +$3.67M +19,818 +11%
ACIM
567
Azimuth Capital Investment Management
Michigan
$47.7M -$9.5M -51,344 -20%
CS
568
Cannell & Spears
New York
$47.7M +$10.1M +54,396 +36%
SWM
569
Segment Wealth Management
Texas
$47.1M -$925K -5,002 -2%
CIC
570
Carnegie Investment Counsel
Ohio
$46.9M +$2.8M +15,145 +8%
PF
571
Phoenix Financial
Israel
$46.8M -$1.45M -7,823 -4%
FFM
572
Fullerton Fund Management
Singapore
$46.7M +$11.7M +63,203 +46%
AIP
573
Ameritas Investment Partners
Nebraska
$46.7M -$8.14M -44,029 -18%
HR
574
Howe & Rusling
New York
$46.5M -$1.05M -5,685 -3%
SC
575
Slow Capital
California
$46.3M -$1M -5,431 -3%

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.