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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
WA
1401
Wealth Alliance
New York
$6.44M -$564K -3,051 -10%
MMPW
1402
Mitchell McLeod Pugh & Williams
Alabama
$6.43M -$513K -2,774 -9%
BCM
1403
Bayesian Capital Management
New York
$6.41M +$5.11M +27,642 New
FA
1404
Fiduciary Alliance
South Carolina
$6.41M +$4.13M +22,348 +422%
3IP
1405
3Chopt Investment Partners
Virginia
$6.39M -$120K -650 -2%
LWA
1406
Lineweaver Wealth Advisors
Ohio
$6.35M +$787K +4,256 +18%
HCM
1407
Hodges Capital Management
Texas
$6.35M +$357K +1,928 +8%
HI
1408
Human Investing
Oregon
$6.35M -$448K -2,421 -8%
BC
1409
Bowman & Company
Wisconsin
$6.33M +$25.9K +140 +0.5%
HI
1410
Harbour Investments
Wisconsin
$6.32M +$276K +1,492 +6%
PCM
1411
Princeton Capital Management
New Jersey
$6.29M +$322K +1,739 +7%
LSA
1412
Leonteq Securities AG
Switzerland
$6.26M +$468K +2,530 +11%
DWP
1413
Destiny Wealth Partners
Florida
$6.26M +$4.62M +24,953 +1,211%
CF
1414
Convergence Financial
Missouri
$6.26M +$15.7K +85 +0.3%
MC
1415
Mirabaud & Cie
Switzerland
$6.25M -$790K -4,270 -14%
MFG
1416
MidWestOne Financial Group
Iowa
$6.24M -$461K -2,493 -8%
OC
1417
Oarsman Capital
Wisconsin
$6.23M -$293K -1,585 -6%
KIM
1418
Kestra Investment Management
Texas
$6.23M -$314K -1,695 -6%
CST
1419
Charles Schwab Trust
Nevada
$6.22M +$318K +1,720 +7%
SP
1420
Saranac Partners
$6.21M -$1.13M -6,127 -21%
KC
1421
Knuff & Co
California
$6.19M -$51.8K -280 -1%
DJYG
1422
David J. Yvars Group
Florida
$6.18M +$3.52M +19,027 +250%
NG
1423
NatWest Group
United Kingdom
$6.18M +$313K +1,693 +7%
FA
1424
Faithward Advisors
Pennsylvania
$6.17M -$74K -400 -1%
AFT
1425
Alpha Family Trust
California
$6.16M

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.