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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
SWM
1251
Scissortail Wealth Management
Oklahoma
$8.56M +$6.76M +36,542 +9,346%
LTAS
1252
Linden Thomas Advisory Services
North Carolina
$8.55M -$11.8K -64 -0.2%
TCA
1253
Trifecta Capital Advisors
Illinois
$8.54M +$228K +1,232 +3%
MICM
1254
Matthews International Capital Management
California
$8.53M -$9.73M -52,607 -59%
JWCA
1255
J.W. Cole Advisors
Florida
$8.51M +$155K +839 +2%
MCCP
1256
Mission Creek Capital Partners
California
$8.47M +$78.8K +426 +1%
PFU
1257
Parus Finance (UK)
United Kingdom
$8.47M +$6.76M +36,540 New
MAM
1258
Mark Asset Management
New York
$8.47M +$6.76M +36,531 New
BCM
1259
Bancreek Capital Management
California
$8.46M -$2.8M -15,119 -29%
Boston Partners
1260
Boston Partners
Massachusetts
$8.44M +$1.01M +5,460 +18%
MYIA
1261
Mount Yale Investment Advisors
Colorado
$8.43M -$468K -2,533 -7%
CI
1262
Conning Inc
Connecticut
$8.42M -$42.5M -229,992 -86%
TNBTD
1263
Trustmark National Bank Trust Department
Mississippi
$8.42M +$438K +2,369 +7%
EWM
1264
Empirical Wealth Management
Washington
$8.41M +$113K +609 +2%
EWM
1265
Elite Wealth Management
Washington
$8.39M -$263K -1,422 -4%
BFPW
1266
BOK Financial Private Wealth
Colorado
$8.38M -$621K -3,355 -8%
PCTC
1267
Perkins Coie Trust Company
Washington
$8.37M -$138K -748 -2%
1IA
1268
1834 Investment Advisors
Wisconsin
$8.36M -$142K -768 -2%
AC
1269
Avestar Capital
New York
$8.36M +$464K +2,510 +7%
AOWM
1270
Alpha Omega Wealth Management
Virginia
$8.35M -$332K -1,797 -5%
BCM
1271
Becker Capital Management
Oregon
$8.31M -$11.1K -60 -0.2%
FFA
1272
Fragasso Financial Advisors
Pennsylvania
$8.31M -$505K -2,730 -7%
BMM
1273
Buffington Mohr McNeal
Idaho
$8.3M +$602K +3,253 +10%
CWAG
1274
Compton Wealth Advisory Group
Virginia
$8.29M +$152K +822 +2%
NHT
1275
New Hampshire Trust
New Hampshire
$8.28M +$122K +660 +2%

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.