We are live on ! Find out more
AVGO icon

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
FCH
676
Freestone Capital Holdings
Washington
$32.9M -$298K -1,612 -1%
WF
677
Welch & Forbes
Massachusetts
$32.8M +$5.17M +27,933 +25%
EF
678
Empirical Finance
Pennsylvania
$32.8M -$269K -1,452 -1%
HWM
679
HB Wealth Management
Georgia
$32.8M +$3.31M +17,903 +15%
MC
680
Moors & Cabot
Massachusetts
$32.7M -$2.25M -12,156 -8%
CL
681
Choreo LLC
Illinois
$32.7M -$1.62M -8,775 -6%
JIC
682
Johnson Investment Counsel
Ohio
$32.5M +$614K +3,317 +2%
TCM
683
Traynor Capital Management
Pennsylvania
$32.5M +$1.27M +6,893 +5%
CCMIC
684
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$32.3M -$782K -4,230 -3%
PGFC
685
Peapack-Gladstone Financial Corp
New Jersey
$32.2M -$597K -3,228 -2%
MYAM
686
Meiji Yasuda Asset Management
Japan
$32.1M -$12.9M -69,890 -34%
CIA
687
CCM Investment Advisers
South Carolina
$32M -$1.7M -9,165 -6%
PCA
688
Pallas Capital Advisors
Massachusetts
$31.8M -$458K -2,478 -2%
AL
689
Arnhold LLC
New York
$31.7M -$6.93M -37,471 -21%
PWP
690
Perfromance Wealth Partners
Illinois
$31.7M -$860K -4,649 -3%
CWP
691
Cyndeo Wealth Partners
Florida
$31.7M -$139K -750 -0.5%
VWM
692
Venturi Wealth Management
Texas
$31.7M +$2.83M +15,309 +13%
RCYC
693
Richard C. Young & Co
Rhode Island
$31.6M +$19.1K +103 +0.1%
IWC
694
Integrated Wealth Concepts
Massachusetts
$31.6M +$3.42M +18,475 +16%
DIA
695
Davidson Investment Advisors
Montana
$31.6M +$6.82M +36,857 +37%
MCP
696
Meridiem Capital Partners
Texas
$31.5M +$25.1M +135,888 New
DWP
697
Daymark Wealth Partners
Ohio
$31.4M -$2.27M -12,274 -8%
RGI
698
River Global Investors
United Kingdom
$30.8M +$1.31M +7,069 +6%
Tudor Investment Corp
699
Tudor Investment Corp
Connecticut
$30.7M +$17.9M +96,588 +269%
JFG
700
Jefferies Financial Group
New York
$30.6M +$22.6M +122,379 +1,270%

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.