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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
CAG
601
Crestwood Advisors Group
Massachusetts
$41.9M +$2.69M +14,542 +9%
OCBCO
602
Oversea-Chinese Banking Corp (OCBC)
Singapore
$41.6M -$11.3M -60,857 -25%
LNB
603
Ledyard National Bank
$41.3M -$1.98M -10,686 -6%
OA
604
Oak Associates
Ohio
$41.2M
CK
605
Cohen Klingenstein
New York
$41.2M -$9.27M -50,120 -22%
BFIM
606
Beese Fulmer Investment Management
Ohio
$41M -$514K -2,777 -2%
GGI
607
Godsey & Gibb Inc
Virginia
$40.7M -$942K -5,095 -3%
EIA
608
Edgemoor Investment Advisors
Maryland
$40.7M -$914K -4,939 -3%
ONGA
609
O'Neil Global Advisors
California
$40.3M +$25.8M +139,398 +403%
EDRH
610
Edmond de Rothschild Holding
Switzerland
$40.2M -$250K -1,349 -0.8%
LMIM
611
Lockheed Martin Investment Management
Maryland
$40.2M +$11.1M +60,284 +53%
MME
612
Meag Munich Ergo
Germany
$40.1M +$12.5M +67,409 +66%
AWAG
613
ARS Wealth Advisors Group
Florida
$39.8M -$1.21M -6,517 -4%
SAM
614
Shell Asset Management
Netherlands
$39.6M +$2.06M +11,124 +7%
JCM
615
Janney Capital Management
Pennsylvania
$39.5M -$1.83M -9,900 -5%
IWA
616
IBEX Wealth Advisors
New Jersey
$39.5M +$31.5M +170,177 New
AF
617
Alerus Financial
North Dakota
$39.3M -$1.31M -7,067 -4%
SCA
618
Snowden Capital Advisors
New York
$39.3M -$3.6M -19,461 -10%
CF
619
Cypress Funds
California
$39.2M -$17.1M -92,502 -35%
GI
620
Gradient Investments
Minnesota
$39.2M +$1.66M +8,954 +6%
AIP
621
ARS Investment Partners
New York
$39.1M -$3.71M -20,071 -11%
CA
622
Cornerstone Advisors
North Carolina
$39M -$1.5M -8,100 -5%
CCM
623
Carmel Capital Management
California
$38.9M -$1.02M -5,505 -3%
CP
624
Cumberland Partners
Ontario, Canada
$38.6M +$12.4M +66,872 +67%
CWM
625
Calamos Wealth Management
Illinois
$38.2M +$2.61M +14,089 +9%

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.