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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
BFA
1326
Beaumont Financial Advisors
Massachusetts
$7.44M -$828K -4,478 -12%
WC
1327
Westhampton Capital
North Carolina
$7.36M -$60.9K -329 -1%
PRS
1328
Pinkerton Retirement Specialists
Idaho
$7.35M -$1.24M -6,730 -18%
CA
1329
CoreCap Advisors
Michigan
$7.34M -$3.83M -20,709 -40%
NG
1330
Novem Group
New York
$7.33M +$5.85M +31,633 New
AWM
1331
Ameliora Wealth Management
Switzerland
$7.29M +$866K +4,680 +17%
CWA
1332
Carolina Wealth Advisors
South Carolina
$7.25M -$187K -1,009 -3%
FCM
1333
Fairbanks Capital Management
California
$7.24M +$146K +790 +3%
BCM
1334
Berbice Capital Management
New York
$7.23M +$5.77M +31,200 New
KHLMTHM
1335
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.22M +$5.75M +31,083 New
QPWM
1336
Quadrant Private Wealth Management
Pennsylvania
$7.22M +$934K +5,048 +19%
HCM
1337
HMS Capital Management
Tennessee
$7.2M -$152K -820 -3%
RCA
1338
Resonant Capital Advisors
Wisconsin
$7.2M -$34.4K -186 -0.6%
PI
1339
PFG Investments
New York
$7.18M +$119K +645 +2%
DCM
1340
Decatur Capital Management
Georgia
$7.17M -$85.8K -464 -1%
Wolverine Trading
1341
Wolverine Trading
Illinois
$7.14M +$3.97M +21,491 +244%
SIP
1342
Stoneridge Investment Partners
Pennsylvania
$7.12M
HIM
1343
Harbour Investment Management
Washington
$7.11M +$337K +1,822 +6%
CPA
1344
Capital Planning Advisors
California
$7.1M +$377K +2,037 +7%
OL
1345
Optas LLC
Texas
$7.04M +$48.8K +264 +0.9%
BHPW
1346
Beverly Hills Private Wealth
California
$7.02M -$1.07M -5,794 -16%
HAS
1347
HBW Advisory Services
California
$7.02M +$327K +1,770 +6%
LOIM
1348
Liberty One Investment Management
Illinois
$7.02M +$56.8K +307 +1%
MWM
1349
MOKAN Wealth Management
Kansas
$7.01M +$5.59M +30,224 New
TAIM
1350
Te Ahumairangi Investment Management
New Zealand
$7.01M -$1.55M -8,384 -22%

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.