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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
WPC
1101
Wedmont Private Capital
Pennsylvania
$11.3M +$891K +4,816 +11%
SGA
1102
Strategic Global Advisors
California
$11.2M -$1.33M -7,168 -13%
HCA
1103
Horan Capital Advisors
Ohio
$11.2M -$1.8M -9,718 -17%
WP
1104
Westmount Partners
California
$11.2M +$53.6K +290 +0.6%
DCM
1105
Discovery Capital Management
Connecticut
$11.2M +$8.95M +48,400 New
IA
1106
IFP Advisors
Florida
$11.2M +$2.36M +12,735 +36%
MAM
1107
Mystic Asset Management
Rhode Island
$11.2M +$61K +330 +0.7%
TAM
1108
Trust Asset Management
Texas
$11.2M
WPW
1109
Waldron Private Wealth
Pennsylvania
$11.2M +$4.55M +24,601 +104%
RS
1110
Rakuten Securities
Japan
$11.2M +$4.94M +26,721 +124%
RPC
1111
Rossmore Private Capital
Connecticut
$11.1M -$23.1K -125 -0.3%
BBP
1112
Banco BTG Pactual
Brazil
$11.1M +$650K +3,512 +8%
JPWM
1113
Jamison Private Wealth Management
Georgia
$11.1M +$140K +756 +2%
BAM
1114
BOCHK Asset Management
Hong Kong
$11.1M -$13.6M -73,470 -61%
MG
1115
Mather Group
Illinois
$11M -$727K -3,933 -8%
RA
1116
RFG Advisory
Alabama
$11M +$617K +3,334 +8%
BWG
1117
Berry Wealth Group
Texas
$11M -$363K -1,962 -4%
BCWM
1118
Bartlett & Co Wealth Management
Ohio
$11M -$7.03K -38 -0.1%
SCM
1119
Sirios Capital Management
Massachusetts
$10.9M -$1.18M -6,369 -12%
GIM
1120
Generali Investments Management
Slovenia
$10.9M +$8.71M +47,117 New
FWP
1121
FAS Wealth Partners
Kansas
$10.9M +$231K +1,250 +3%
PIMJS
1122
PKO Investment Management Joint-Stock
Poland
$10.9M -$1.11M -6,000 -11%
GCA
1123
Greenwood Capital Associates
South Carolina
$10.9M -$661K -3,572 -7%
SIA
1124
Strategic Investment Advisors
Michigan
$10.9M -$323K -1,744 -4%
RG
1125
Rathbones Group
United Kingdom
$10.9M -$508K -2,746 -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.