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Broadcom
AVGO

Overview Fund Activity

3,866 hedge funds and large institutions have $839B invested in Broadcom in 2024 Q4 according to their latest regulatory filings, with 653 funds opening new positions, 1,502 increasing their positions, 1,443 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,866
Holders Change
+483
Holders Change %
+14.28%
% of All Funds
51.46%
Holding in Top 10
822
Holding in Top 10 Change
+275
Holding in Top 10 Change %
+50.27%
% of All Funds
10.94%
New
653
Increased
1,502
Reduced
1,443
Closed
108
Calls
$22.9B
Puts
$26.2B
Net Calls
-$3.3B
Net Calls Change
-$2.92B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$4.02B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.52B
3
BlackRock
BlackRock
New York
+$2.33B
4
GQG Partners
GQG Partners
Florida
+$1.58B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.52B

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$3.36B
2
Invesco
Invesco
Georgia
-$1.95B
3
IAIM
International Assets Investment Management
Florida
-$1.9B
4
PFA
Pathway Financial Advisers
Indiana
-$1.68B
5
Bank of America
Bank of America
North Carolina
-$1.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
851
Waverly Advisors
Alabama
$19.7M +$10.7M +46,159 +119%
GVAG
852
Great Valley Advisor Group
Delaware
$19.7M -$1.86K -8 -0%
LNWWM
853
Laird Norton Wetherby Wealth Management
California
$19.6M -$752K -3,245 -4%
EWA
854
EverSource Wealth Advisors
Alabama
$19.5M +$894K +3,857 +5%
VCA
855
Verdence Capital Advisors
Maryland
$19.4M -$3.93M -16,965 -17%
CPC
856
Consolidated Planning Corp
Georgia
$19.4M +$1.72M +7,425 +10%
CIG
857
Cullen Investment Group
Louisiana
$19.3M -$460K -1,983 -2%
GC
858
Grimes & Company
Massachusetts
$19.3M -$173K -746 -0.9%
GCM
859
Goldstream Capital Management
Hong Kong
$19.2M -$2.77M -11,955 -13%
SWM
860
SeaCrest Wealth Management
New York
$19.2M -$357K -1,542 -2%
EWA
861
Exencial Wealth Advisors
Oklahoma
$19.2M -$5.39M -23,245 -22%
HCG
862
Haven Capital Group
California
$19.2M +$19.2M +82,671 New
RWM
863
Ritholtz Wealth Management
New York
$19.1M +$257K +1,108 +1%
BP
864
Ballentine Partners
Massachusetts
$19.1M +$1.5M +6,474 +9%
GFG
865
Greystone Financial Group
Michigan
$18.9M -$1.18M -5,097 -6%
ARAM
866
Ardmore Road Asset Management
New York
$18.8M -$39.2M -169,000 -68%
RFMS
867
RWQ Financial Management Services
Florida
$18.7M +$16.3M +70,285 +676%
KOCAA
868
Knights of Columbus Asset Advisors
Connecticut
$18.7M +$200K +862 +1%
LBC
869
Lowe Brockenbrough & Co
Virginia
$18.7M -$94.6K -408 -0.5%
TIP
870
Torray Investment Partners
Maryland
$18.6M -$32.7K -141 -0.2%
S
871
SignatureFD
Georgia
$18.6M +$263K +1,134 +1%
CI
872
CX Institutional
Indiana
$18.6M -$2.21M -9,514 -11%
SAM
873
Sycomore Asset Management
France
$18.6M -$677K -3,799 -4%
HIIFS
874
Harel Insurance Investments & Financial Services
Israel
$18.5M -$3.9M -16,791 -17%
RCM
875
Ratan Capital Management
Florida
$18.5M +$3.15M +13,605 +21%
33 34
35
36 37