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Broadcom
AVGO

Overview Fund Activity

3,866 hedge funds and large institutions have $839B invested in Broadcom in 2024 Q4 according to their latest regulatory filings, with 653 funds opening new positions, 1,502 increasing their positions, 1,443 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,866
Holders Change
+483
Holders Change %
+14.28%
% of All Funds
51.46%
Holding in Top 10
822
Holding in Top 10 Change
+275
Holding in Top 10 Change %
+50.27%
% of All Funds
10.94%
New
653
Increased
1,502
Reduced
1,443
Closed
108
Calls
$22.9B
Puts
$26.2B
Net Calls
-$3.3B
Net Calls Change
-$2.92B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$4.02B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.52B
3
BlackRock
BlackRock
New York
+$2.33B
4
GQG Partners
GQG Partners
Florida
+$1.58B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.52B

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$3.36B
2
Invesco
Invesco
Georgia
-$1.95B
3
IAIM
International Assets Investment Management
Florida
-$1.9B
4
PFA
Pathway Financial Advisers
Indiana
-$1.68B
5
Bank of America
Bank of America
North Carolina
-$1.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
1151
Bogart Wealth LLC
Virginia
$10.1M -$11.2M -48,142 -52%
SAM
1152
Smartleaf Asset Management
Massachusetts
$10.1M +$1.63M +6,909 +19%
PCG
1153
Prosperity Consulting Group
Maryland
$10.1M -$211K -912 -2%
WAP
1154
Wealthcare Advisory Partners
Pennsylvania
$10.1M +$39.4K +170 +0.4%
HCP
1155
Hamilton Capital Partners
Georgia
$10M +$10M +43,345 New
PWM
1156
Purus Wealth Management
California
$10M +$311K +1,342 +3%
TPI
1157
Trust Point Inc
Wisconsin
$10M +$222K +957 +2%
APWM
1158
Argonautica Private Wealth Management
Massachusetts
$9.97M -$69.8K -301 -0.7%
CWS
1159
Confluence Wealth Services
Pennsylvania
$9.89M -$3.12K -13 -0%
HIMS
1160
Hager Investment Management Services
New Hampshire
$9.87M +$9.87M +42,571 New
SIA
1161
Soltis Investment Advisors
Utah
$9.87M +$862K +3,718 +10%
CAMV
1162
Concord Asset Management (Virginia)
Virginia
$9.87M -$387K -1,668 -4%
CIAS
1163
Capital Investment Advisory Services
North Carolina
$9.82M -$4.17K -18 -0%
KWM
1164
Keebeck Wealth Management
Illinois
$9.77M -$103K -445 -1%
Capstone Investment Advisors
1165
Capstone Investment Advisors
New York
$9.75M -$3.38M -14,588 -26%
MIA
1166
MainStreet Investment Advisors
Illinois
$9.73M -$170K -735 -2%
GMFG
1167
Greater Midwest Financial Group
Minnesota
$9.73M -$975K -4,206 -9%
TGCMU
1168
Titan Global Capital Management USA
New York
$9.72M +$9.72M +41,945 New
PFA
1169
Pathway Financial Advisers
Indiana
$9.7M -$1.68B -7,243,122 -99%
CIC
1170
Chilton Investment Company
Connecticut
$9.68M -$232K -1,001 -2%
GAG
1171
GM Advisory Group
New York
$9.65M +$99.2K +428 +1%
SI
1172
Shaker Investments
Ohio
$9.64M -$2.63M -11,353 -21%
AW
1173
Alteri Wealth
California
$9.64M +$9.64M +41,571 New
WANY
1174
Wealthspire Advisors (New York)
New York
$9.62M +$553K +2,387 +6%
GWANC
1175
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.61M -$480K -2,071 -5%
45 46
47
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