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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
FAP
1201
Financial Advisory Partners
Florida
$9.33M -$347K -1,877 -4%
PIM
1202
Peregrine Investment Management
Ontario, Canada
$9.27M +$7.4M +40,000 New
JSW
1203
Journey Strategic Wealth
New Jersey
$9.26M +$3.3M +17,845 +81%
KCM
1204
Kornitzer Capital Management
Kansas
$9.26M -$408K -2,207 -5%
AFCM
1205
Applied Finance Capital Management
Puerto Rico
$9.19M +$50.9K +275 +0.7%
PDL
1206
Portfolio Design Labs
California
$9.14M +$1.42M +7,660 +24%
ITC
1207
Inspire Trust Company
Nevada
$9.13M +$35.1K +190 +0.5%
NMG
1208
New Millennium Group
Utah
$9.12M +$467K +2,525 +7%
WM
1209
Whitford Management
New York
$9.1M +$7.26M +39,270 New
NCM
1210
Narwhal Capital Management
Georgia
$9.1M +$7.26M +39,255 New
HIS
1211
Harvest Investment Services
Illinois
$9.08M +$20.7K +112 +0.3%
VSQM
1212
V-Square Quantitative Management
Illinois
$9.08M +$1.25M +6,774 +21%
MCB
1213
Morton Community Bank
Illinois
$9.06M -$291K -1,575 -4%
BCM
1214
Brookstone Capital Management
Illinois
$9.04M +$37.7K +204 +0.5%
AWA
1215
Arete Wealth Advisors
Illinois
$9.04M +$1.68M +9,081 +30%
RFA
1216
ROI Financial Advisors
Oregon
$9.03M -$303K -1,640 -4%
CA
1217
Claro Advisors
Massachusetts
$9.03M -$1.28M -6,934 -15%
PMWMG
1218
Parr McKnight Wealth Management Group
Minnesota
$9.03M +$7.2M +38,930 New
ET
1219
Equitable Trust
Tennessee
$9.01M +$96.7K +523 +1%
ACS
1220
Archford Capital Strategies
Illinois
$8.98M +$44.6K +241 +0.6%
PFSC
1221
Peoples Financial Services Corp
Pennsylvania
$8.98M -$71.9K -389 -1%
AAS
1222
Annex Advisory Services
Wisconsin
$8.96M -$258K -1,397 -3%
BAM
1223
Bell Asset Management
Australia
$8.95M +$7.14M +38,592 New
HIC
1224
Holderness Investments Company
North Carolina
$8.94M +$203K +1,100 +3%
ADL
1225
Asset Dedication LLC
California
$8.93M -$2.69M -14,542 -27%

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.