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
GRP
901
Global Retirement Partners
California
$17.7M -$912K -4,932 -6%
LIA
902
LS Investment Advisors
Michigan
$17.7M +$257K +1,387 +2%
SSI
903
Scott & Selber Inc
Texas
$17.6M -$363K -1,964 -3%
SBIA
904
Sheaff Brock Investment Advisors
Indiana
$17.6M -$502K -2,713 -3%
ECML
905
Eagle Capital Management (Louisiana)
Louisiana
$17.5M -$114K -618 -0.8%
EGM
906
Engineers Gate Manager
New York
$17.5M +$14M +75,427 New
PAG
907
Private Advisory Group
Washington
$17.5M +$1.19M +6,446 +9%
WRBC
908
W.R. Berkley Corp
Connecticut
$17.4M -$12.8M -69,300 -48%
RIM
909
Reliant Investment Management
Tennessee
$17.4M -$1.32M -7,110 -9%
MA
910
Montag & Associates
Georgia
$17.2M +$1.42M +7,672 +12%
SS
911
Sunbelt Securities
Texas
$17.2M +$34.2K +185 +0.3%
PA
912
Parallel Advisors
California
$17.1M +$562K +3,038 +4%
WCA
913
Westover Capital Advisors
Delaware
$17.1M -$303K -1,638 -2%
WWM
914
Western Wealth Management
Colorado
$17.1M -$4.23M -22,861 -24%
APC
915
Alta Park Capital
California
$17M -$16M -86,616 -54%
WSFS
916
Wilmington Savings Fund Society
Delaware
$17M +$3.19M +17,233 +31%
WAOTB
917
Wealth Advisors of Tampa Bay
Florida
$16.9M -$204K -1,105 -1%
MWM
918
Meridian Wealth Management
Kentucky
$16.8M +$1.35M +7,278 +11%
KIA
919
KCM Investment Advisors
California
$16.8M -$1.23M -6,637 -8%
FRA
920
Frank Rimerman Advisors
California
$16.8M -$1.47M -7,958 -10%
VWA
921
Visionary Wealth Advisors
Illinois
$16.7M +$10.9K +59 +0.1%
CFSG
922
Community Financial Services Group
Vermont
$16.7M +$3.01M +16,284 +29%
BCH
923
Berkshire Capital Holdings
California
$16.6M +$821K +4,440 +7%
SWM
924
Spire Wealth Management
Virginia
$16.6M +$1.97M +10,649 +17%
FCM
925
Fogel Capital Management
Florida
$16.6M +$74.7K +404 +0.6%

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.