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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
SCP
851
Steamboat Capital Partners
New York
$20M -$324K -1,752 -2%
PS
852
Principal Securities
Iowa
$20M +$4M +21,603 +33%
VIP
853
Vantage Investment Partners
Missouri
$20M -$1.09M -5,920 -6%
MAM
854
Melqart Asset Management
United Kingdom
$19.9M -$3.98M -21,531 -20%
TSW
855
Thompson Siegel & Walmsley
Virginia
$19.9M -$1.87M -10,095 -11%
HA
856
Huntleigh Advisors
Missouri
$19.8M +$15.8M +85,328 New
SIM
857
Stratos Investment Management
Ohio
$19.8M +$4.82M +26,087 +44%
HWAM
858
Hennion & Walsh Asset Management
New Jersey
$19.8M +$175K +945 +1%
BFM
859
Boothbay Fund Management
New York
$19.8M -$276K -1,490 -2%
WA
860
Waverly Advisors
Alabama
$19.7M +$8.54M +46,159 +119%
GVAG
861
Great Valley Advisor Group
Delaware
$19.7M -$1.48K -8 -0%
LNWWM
862
Laird Norton Wetherby Wealth Management
California
$19.6M -$600K -3,245 -4%
EWA
863
EverSource Wealth Advisors
Alabama
$19.5M +$713K +3,857 +5%
VCA
864
Verdence Capital Advisors
Maryland
$19.4M -$3.14M -16,965 -17%
CPC
865
Consolidated Planning Corp
Georgia
$19.4M +$1.37M +7,425 +10%
CIG
866
Cullen Investment Group
Louisiana
$19.3M -$367K -1,983 -2%
GC
867
Grimes & Company
Massachusetts
$19.3M -$138K -746 -0.9%
GCM
868
Goldstream Capital Management
Hong Kong
$19.2M -$2.21M -11,955 -13%
SWM
869
SeaCrest Wealth Management
New York
$19.2M -$285K -1,542 -2%
EWA
870
Exencial Wealth Advisors
Oklahoma
$19.2M -$4.3M -23,245 -22%
HCG
871
Haven Capital Group
California
$19.2M +$15.3M +82,671 New
RWM
872
Ritholtz Wealth Management
New York
$19.1M +$205K +1,108 +1%
BP
873
Ballentine Partners
Massachusetts
$19.1M +$1.2M +6,474 +9%
GFG
874
Greystone Financial Group
Michigan
$18.9M -$943K -5,097 -6%
ARAM
875
Ardmore Road Asset Management
New York
$18.8M -$31.3M -169,000 -68%

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.