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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
B
1001
Bailard
California
$14M +$696K +3,764 +7%
SC
1002
Savoie Capital
Illinois
$14M -$3.51M -19,000 -24%
AWM
1003
Avitas Wealth Management
California
$14M -$187K -1,010 -2%
EW
1004
Evexia Wealth
Wisconsin
$13.9M -$451K -2,437 -4%
GL
1005
Graypoint LLC
New York
$13.9M +$122K +660 +1%
BWAM
1006
Boyd Watterson Asset Management
Ohio
$13.9M -$402K -2,171 -3%
SIM
1007
Seaview Investment Managers
Florida
$13.8M +$521K +2,816 +5%
TPCW
1008
TD Private Client Wealth
New York
$13.8M -$1.46M -7,913 -12%
FFAM
1009
Forge First Asset Management
Canada
$13.8M
OSNBOA
1010
Old Second National Bank of Aurora
Illinois
$13.7M -$2.4K -13 -0%
VFA
1011
Valeo Financial Advisors
Indiana
$13.7M +$442K +2,392 +4%
GCM
1012
Gladstone Capital Management
United Kingdom
$13.7M +$10.9M +59,200 New
CBB
1013
Citizens Business Bank
California
$13.7M -$3.6M -19,458 -31%
PIA
1014
Petredis Investment Advisors
Pennsylvania
$13.7M -$74.9K -405 -0.7%
AF
1015
Aviso Financial
Ontario, Canada
$13.7M -$391K -2,116 -3%
MNBTD
1016
Moody National Bank Trust Division
Texas
$13.7M -$516K -2,792 -5%
OCAM
1017
Onex Canada Asset Management
Ontario, Canada
$13.7M -$214K -1,158 -2%
IB
1018
Intrust Bank
Kansas
$13.7M +$18.5K +100 +0.2%
WWM
1019
Westwood Wealth Management
California
$13.6M -$139K -750 -1%
CFG
1020
Cooper Financial Group
California
$13.6M +$714K +3,861 +7%
Two Sigma Investments
1021
Two Sigma Investments
New York
$13.5M -$233M -1,261,504 -96%
MCM
1022
Marsico Capital Management
Colorado
$13.5M -$4.66M -25,186 -30%
ST
1023
Spinnaker Trust
Maine
$13.5M +$525K +2,840 +5%
IA
1024
IFG Advisory
Georgia
$13.5M -$85.1K -460 -0.8%
JWM
1025
JPL Wealth Management
Colorado
$13.5M +$10.7M +58,102 New

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.