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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
RC
1301
RBF Capital
California
$7.82M
JFGIW
1302
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.82M -$219K -1,183 -3%
IA
1303
Insight Advisors
Pennsylvania
$7.78M -$76.9K -416 -1%
GEA
1304
Glen Eagle Advisors
New Jersey
$7.72M -$272K -1,469 -4%
TAM
1305
Titleist Asset Management
Texas
$7.71M -$695K -3,757 -10%
SIA
1306
Schechter Investment Advisors
Michigan
$7.7M -$448K -2,420 -7%
FFM
1307
Forum Financial Management
Illinois
$7.69M +$540K +2,917 +10%
GAM
1308
Grandview Asset Management
Pennsylvania
$7.66M +$227K +1,230 +4%
MWS
1309
Maxwell Wealth Strategies
California
$7.66M -$35.1K -190 -0.6%
EAM
1310
EULAV Asset Management
Florida
$7.65M -$377K -2,037 -6%
JF
1311
Jericho Financial
Ohio
$7.65M +$6.1M +32,984 New
QP
1312
Quartz Partners
New York
$7.64M +$132K +711 +2%
WCM
1313
Weaver Capital Management
Georgia
$7.64M +$336K +1,815 +6%
GKWIM
1314
Gerber Kawasaki Wealth & Investment Management
California
$7.59M +$1.18M +6,401 +24%
PPWP
1315
Premier Path Wealth Partners
New Jersey
$7.58M -$73.1K -395 -1%
FP
1316
Financial Perspectives
Minnesota
$7.58M -$1.03M -5,560 -15%
GCM
1317
Gladius Capital Management
Illinois
$7.58M +$2.38M +12,894 +65%
FFN
1318
Focus Financial Network
Minnesota
$7.57M -$336K -1,815 -5%
TNA
1319
True North Advisors
Texas
$7.56M +$3.55M +19,212 +143%
PCM
1320
Prelude Capital Management
New York
$7.55M +$4.96M +26,800 +464%
CT
1321
Caldwell Trust
Florida
$7.55M -$6.47K -35 -0.1%
FFG
1322
Fortem Financial Group
California
$7.49M -$42.5K -230 -0.7%
1SB
1323
1ST Source Bank
Indiana
$7.48M -$39K -211 -0.6%
UOTTAIMCU
1324
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7.46M +$39K +211 +0.7%
SW
1325
StrongBox Wealth
Missouri
$7.46M -$760K -4,108 -11%

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.