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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
CWM
1426
Connecticut Wealth Management
Connecticut
$6.12M +$3.51K +19 +0.1%
TSMHT
1427
Thurston Springer Miller Herd & Titak
Indiana
$6.11M +$1.23M +6,667 +34%
SQA
1428
Simon Quick Advisors
New Jersey
$6.11M +$692K +3,742 +17%
GM
1429
GeoWealth Management
Illinois
$6.1M -$661K -3,574 -12%
JWM
1430
Jupiter Wealth Management
Colorado
$6.09M +$549K +2,970 +13%
SPG
1431
Strategic Planning Group
Utah
$6.08M +$81.8K +442 +2%
SLWA
1432
San Luis Wealth Advisors
California
$6.06M +$4.12M +22,257 +573%
BA
1433
BCM Advisors
Louisiana
$6.04M
HCM
1434
Hengehold Capital Management
Ohio
$6.02M -$132K -712 -3%
RWM
1435
Rockline Wealth Management
New York
$6.01M +$321K +1,736 +7%
FFS
1436
Fischer Financial Services
Pennsylvania
$6M +$4.79M +25,896 New
EB
1437
Emprise Bank
Kansas
$5.99M -$289K -1,562 -6%
MPPW
1438
Mitchell & Pahl Private Wealth
Oklahoma
$5.99M -$233K -1,260 -5%
PIM
1439
Parker Investment Management
California
$5.99M +$52.7K +285 +1%
KFP
1440
KMG Fiduciary Partners
Ohio
$5.98M +$1.91M +10,314 +67%
SOS
1441
Silver Oak Securities
Tennessee
$5.95M +$1.15M +6,198 +33%
BSHC
1442
Breed's Hill Capital
Massachusetts
$5.94M +$1.41M +7,608 +42%
MFA
1443
Mayflower Financial Advisors
Massachusetts
$5.93M +$21.6K +117 +0.5%
DWA
1444
Dorsey Wright & Associates
California
$5.93M -$3.34M -18,052 -41%
RCA
1445
Ranch Capital Advisors
Florida
$5.93M +$72.5K +392 +2%
CFO
1446
CVA Family Office
Colorado
$5.92M +$161K +872 +4%
ESB
1447
Essex Savings Bank
Connecticut
$5.92M -$32.9K -178 -0.7%
EFG
1448
Everhart Financial Group
Ohio
$5.92M +$306K +1,652 +7%
HIA
1449
Harbor Investment Advisory
Maryland
$5.92M +$136K +733 +3%
HCM
1450
Highview Capital Management
Illinois
$5.92M +$59.6K +322 +1%

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.