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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
MPWS
1026
McCarter Private Wealth Services
Massachusetts
$13.5M -$226K -1,224 -2%
KCM
1027
Kendall Capital Management
Maryland
$13.4M -$1.07M -5,803 -9%
CFG
1028
Cambridge Financial Group
Ohio
$13.4M +$10.7M +57,859 New
AIIMS
1029
Analyst IMS Investment Management Services
Israel
$13.4M +$1.2M +6,484 +13%
SPC
1030
Stony Point Capital
New York
$13.3M
WS
1031
Wedbush Securities
California
$13.2M +$153K +828 +1%
KJWM
1032
Kiley Juergens Wealth Management
Washington
$13.2M -$185K -1,000 -2%
MA
1033
Mutual Advisors
Nebraska
$13.2M -$1.19M -6,428 -10%
RCIM
1034
Red Cedar Investment Management
Michigan
$13.1M -$1.56M -8,460 -13%
IA
1035
Intellus Advisors
Florida
$13.1M +$10.4M +56,476 New
HAIM
1036
Hunter Associates Investment Management
Pennsylvania
$13.1M -$272K -1,469 -3%
AG
1037
Algert Global
California
$13.1M -$739K -3,993 -7%
PWS
1038
Peterson Wealth Services
Utah
$13M +$58.3K +315 +0.6%
AFWM
1039
AMJ Financial Wealth Management
Virginia
$12.9M -$550K -2,971 -5%
FDC
1040
Flight Deck Capital
California
$12.9M +$10.3M +55,600 New
QI
1041
Qtron Investments
Massachusetts
$12.9M -$750K -4,053 -7%
APP
1042
Avantax Planning Partners
Iowa
$12.8M +$257K +1,387 +3%
NFG
1043
Nations Financial Group
Iowa
$12.8M -$2.6M -14,068 -20%
DCM
1044
Dupont Capital Management
Delaware
$12.8M
SCM
1045
Soros Capital Management
New York
$12.8M +$10.2M +55,100 New
NC
1046
Nicholas Company
Wisconsin
$12.7M -$1.17M -6,317 -10%
AGM
1047
Aragon Global Management
Florida
$12.7M +$4.84M +26,180 +92%
KWA
1048
Kingswood Wealth Advisors
California
$12.7M -$4.09M -22,126 -29%
CCS
1049
Concentric Capital Strategies
Connecticut
$12.6M -$2.9M -15,664 -22%
CIS
1050
Connors Investor Services
Pennsylvania
$12.6M -$244K -1,317 -2%

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.