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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
PI
626
PGGM Investments
Netherlands
$38.2M +$10.6M +57,101 +53%
FCBT
627
First Citizens Bank & Trust
North Carolina
$38.2M +$393K +2,126 +1%
LW
628
Linscomb Wealth
Texas
$38M -$528K -2,853 -2%
AP
629
Appleton Partners
Massachusetts
$37.6M -$1.91M -10,337 -6%
SGAM
630
Smith Group Asset Management
Texas
$37.4M +$98.8K +534 +0.3%
SW
631
SteelPeak Wealth
California
$37.3M -$4.84M -26,154 -14%
FSA
632
Franklin Street Advisors
North Carolina
$37.2M +$168K +911 +0.6%
NCM
633
Novare Capital Management
North Carolina
$37.1M +$94.7K +512 +0.3%
CCM
634
Copeland Capital Management
Pennsylvania
$37M -$7.83M -42,337 -21%
AUB
635
Atlantic Union Bankshares
Virginia
$36.9M -$303K -1,640 -1%
Kayne Anderson Rudnick Investment Management
636
Kayne Anderson Rudnick Investment Management
California
$36.8M -$62.5K -338 -0.2%
TA
637
TruWealth Advisors
Louisiana
$36.5M -$3.12M -16,863 -10%
LP
638
LMR Partners
United Kingdom
$36.5M -$54M -291,955 -65%
SIG
639
Stonegate Investment Group
Alabama
$36.5M -$355K -1,921 -1%
GIM
640
Generate Investment Management
New Zealand
$36.5M -$5.97M -32,290 -17%
AIM
641
Adapt Investment Managers
Switzerland
$36M +$27.6M +148,970 New
CIC
642
Crawford Investment Counsel
Georgia
$35.9M +$291K +1,572 +1%
WIA
643
World Investment Advisors
California
$35.6M +$4.09M +22,123 +17%
CFM
644
Catalyst Funds Management
Australia
$35.5M +$28.3M +153,244 +273,650%
SFI
645
Siemens Fonds Invest
Germany
$35.5M -$2.77M -14,964 -9%
SG
646
Sienna Gestion
France
$35.5M
UF
647
Univest Financial
Pennsylvania
$35.5M +$1.43M +7,712 +5%
FFP
648
FourThought Financial Partners
Florida
$35.5M -$35K -189 -0.1%
M
649
MOTCO
Texas
$35.4M -$1.44M -7,775 -5%
MIFH
650
Migdal Insurance & Financial Holdings
Israel
$35.3M +$23.5M +127,044 +501%

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.