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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
CWMGP
1226
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$8.91M +$375K +2,030 +6%
LHC
1227
Little House Capital
Massachusetts
$8.88M -$157K -851 -2%
FMB
1228
Field & Main Bank
Kentucky
$8.86M -$102K -550 -1%
PG
1229
Patten Group
Tennessee
$8.85M +$491K +2,652 +7%
FBFS
1230
First Business Financial Services
Wisconsin
$8.82M +$242K +1,311 +4%
NCL
1231
Nishkama Capital LLC
Puerto Rico
$8.82M +$7.04M +38,046 New
MWM
1232
MGB Wealth Management
Texas
$8.81M +$94.5K +511 +1%
HCP
1233
Hiddenite Capital Partners
New York
$8.8M +$573K +3,100 +9%
CT
1234
Clearstead Trust
Maine
$8.78M +$66.6K +360 +1%
NC
1235
NBW Capital
Massachusetts
$8.74M +$6.97M +37,688 New
DBG
1236
De Burlo Group
Massachusetts
$8.74M -$763K -4,125 -10%
Optiver Holding
1237
Optiver Holding
Netherlands
$8.71M +$6.95M +37,550 New
NO
1238
Ninety One
South Africa
$8.7M -$261K -1,411 -4%
AWA
1239
Artemis Wealth Advisors
New York
$8.69M +$462K +2,500 +7%
CC
1240
Chicago Capital
Illinois
$8.68M -$107K -581 -2%
AAM
1241
Azzad Asset Management
Virginia
$8.67M +$116K +626 +2%
SFA
1242
Souders Financial Advisors
Ohio
$8.66M -$1.4M -7,544 -17%
NNPTE
1243
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$8.66M +$572K +3,090 +9%
FIA
1244
Foundations Investment Advisors
Arizona
$8.65M +$2.11M +11,382 +44%
PA
1245
PFG Advisors
Arizona
$8.64M +$1.31M +7,061 +23%
CAMG
1246
CWA Asset Management Group
Florida
$8.63M +$644K +3,484 +10%
WHGC
1247
Wealth High Governance Capital
Brazil
$8.62M -$2.37M -12,801 -26%
ACM
1248
Alcosta Capital Management
California
$8.58M +$16.5K +89 +0.2%
ICP
1249
Impact Capital Partners
Colorado
$8.58M +$6.84M +36,988 New
HIS
1250
Horizon Investment Services
Indiana
$8.56M -$34.6K -187 -0.5%

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.