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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
TAM
651
Tocqueville Asset Management
New York
$35.3M +$664K +3,592 +2%
AWS
652
Atria Wealth Solutions
New York
$35.3M -$3.51M -18,990 -11%
PTC
653
Philadelphia Trust Company
Pennsylvania
$35.1M -$3.93M -21,248 -12%
BFS
654
Bradley Foster & Sargent
Connecticut
$35.1M -$3.12M -16,888 -10%
MC
655
Middleton & Co
Massachusetts
$35M -$141K -764 -0.5%
PWM
656
Perigon Wealth Management
California
$35M +$8.81M +47,642 +45%
ECG
657
Edge Capital Group
Georgia
$34.9M -$341K -1,843 -1%
JF
658
Jump Financial
Illinois
$34.9M +$20.6M +111,398 +285%
PAS
659
Park Avenue Securities
New York
$34.8M +$3.62M +19,582 +15%
SAM
660
Sawgrass Asset Management
Florida
$34.5M -$5.9M -31,905 -18%
NMIMC
661
Northwestern Mutual Investment Management Company
Wisconsin
$34.4M +$142K +766 +0.5%
ERIC
662
Eagle Rock Investment Company
Georgia
$34.2M -$3.53M -19,089 -11%
CIA
663
Covington Investment Advisors
Pennsylvania
$34.1M -$111K -600 -0.4%
BFA
664
Bragg Financial Advisors
North Carolina
$34M -$1.43M -7,739 -5%
CUAMC
665
China Universal Asset Management Company
China
$33.8M -$1.07M -5,776 -4%
PCM
666
Palisade Capital Management
New Jersey
$33.7M -$2.12M -11,468 -7%
SLI
667
Sumitomo Life Insurance
Japan
$33.6M +$6.19M +33,468 +30%
CIA
668
Concurrent Investment Advisors
Florida
$33.5M +$5.17M +27,944 +24%
PGAM
669
Princeton Global Asset Management
New Jersey
$33.5M -$3.14M -16,961 -11%
MCM
670
Moore Capital Management
New York
$33.4M -$8.01M -43,304 -23%
AAMU
671
APG Asset Management US
New York
$33.3M +$208K +1,126 +0.8%
BFG
672
Bleakley Financial Group
New Jersey
$33.3M +$659K +3,564 +3%
TBA
673
Tower Bridge Advisors
Pennsylvania
$33.1M -$348K -1,879 -1%
BCM
674
Bridgeway Capital Management
Texas
$33.1M -$5.55M -29,982 -17%
RCW
675
Rheos Capital Works
Japan
$32.9M +$12.9M +70,000 +97%

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.