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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
EWM
1151
Evercore Wealth Management
New York
$10.2M -$670K -3,623 -8%
MIM
1152
Moseley Investment Management
Florida
$10.2M -$71.9K -389 -0.9%
LI
1153
LMCG Investments
Massachusetts
$10.2M +$6.47K +35 +0.1%
BEAM
1154
Baker Ellis Asset Management
Washington
$10.2M -$89.7K -485 -1%
DAM
1155
Doheny Asset Management
California
$10.2M -$46.2K -250 -0.6%
QPW
1156
Quantum Private Wealth
Florida
$10.2M +$439K +2,375 +6%
HI
1157
Hoey Investments
Pennsylvania
$10.2M +$7.3M +39,457 +904%
PTC
1158
Private Trust Company
Ohio
$10.1M -$400K -2,163 -5%
CYG
1159
Clean Yield Group
Vermont
$10.1M +$198K +1,072 +3%
CSP
1160
Cary Street Partners
Virginia
$10.1M +$8.08M +43,666 New
BWL
1161
Bogart Wealth LLC
Virginia
$10.1M -$8.9M -48,142 -52%
SAM
1162
Smartleaf Asset Management
Massachusetts
$10.1M +$1.28M +6,909 +19%
PCG
1163
Prosperity Consulting Group
Maryland
$10.1M -$169K -912 -2%
WAP
1164
Wealthcare Advisory Partners
Pennsylvania
$10.1M +$31.4K +170 +0.4%
HCP
1165
Hamilton Capital Partners
Georgia
$10M +$8.02M +43,345 New
PWM
1166
Purus Wealth Management
California
$10M +$248K +1,342 +3%
TPI
1167
Trust Point Inc
Wisconsin
$10M +$177K +957 +2%
APWM
1168
Argonautica Private Wealth Management
Massachusetts
$9.97M -$55.7K -301 -0.7%
CWS
1169
Confluence Wealth Services
Pennsylvania
$9.89M -$2.4K -13 -0%
HIMS
1170
Hager Investment Management Services
New Hampshire
$9.87M +$7.87M +42,571 New
SIA
1171
Soltis Investment Advisors
Utah
$9.87M +$688K +3,718 +10%
CAMV
1172
Concord Asset Management (Virginia)
Virginia
$9.87M -$309K -1,668 -4%
CIAS
1173
Capital Investment Advisory Services
North Carolina
$9.82M -$3.33K -18 -0%
KWM
1174
Keebeck Wealth Management
Illinois
$9.77M -$82.3K -445 -1%
Capstone Investment Advisors
1175
Capstone Investment Advisors
New York
$9.75M -$2.7M -14,588 -26%

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.