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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
TWM
1551
Tradition Wealth Management
Minnesota
$4.98M -$42.7K -231 -1%
SIC
1552
Shoker Investment Counsel
Ohio
$4.98M +$7.03K +38 +0.2%
BCA
1553
Bay Colony Advisors
Massachusetts
$4.97M -$326K -1,760 -8%
HTC
1554
Haverford Trust Company
Pennsylvania
$4.96M +$87.9K +475 +2%
RBWA
1555
RFG - Bristol Wealth Advisors
Massachusetts
$4.96M +$3.95M +21,377 New
AWA
1556
Aaron Wealth Advisors
Illinois
$4.95M +$382K +2,066 +11%
LA
1557
Lifeworks Advisors
Michigan
$4.94M +$92.3K +499 +2%
LI
1558
LRI Investments
Florida
$4.94M -$17.2K -93 -0.4%
CFP
1559
Catalyst Financial Partners
Massachusetts
$4.94M +$214K +1,157 +6%
CIM
1560
CIM Investment Management
Pennsylvania
$4.93M -$38.5K -208 -1%
PWM
1561
Palacios Wealth Management
Florida
$4.93M +$4M +21,630 New
MCM
1562
Monument Capital Management
Virginia
$4.92M -$1.08M -5,820 -22%
FWC
1563
First Washington Corp
Washington
$4.91M -$36.1K -195 -0.9%
AA
1564
ALPS Advisors
Colorado
$4.9M +$131K +707 +3%
SNB
1565
Security National Bank
Nebraska
$4.89M -$49.4K -267 -1%
MP
1566
McDonald Partners
Ohio
$4.89M -$141K -765 -4%
OIM
1567
Orca Investment Management
Oregon
$4.88M -$97.3K -526 -2%
LSPW
1568
Lake Street Private Wealth
Illinois
$4.87M -$172K -929 -4%
CCM
1569
Consolidated Capital Management
California
$4.86M +$12.6K +68 +0.3%
CAIM
1570
Catherine Avery Investment Management
Florida
$4.86M +$3.88M +20,966 New
CPBTD
1571
Central Pacific Bank - Trust Division
Hawaii
$4.86M +$686K +3,707 +21%
PWM
1572
Pines Wealth Management
North Carolina
$4.85M +$4M +21,640 New
FMTCOCP
1573
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.85M -$38.3K -207 -1%
VNA
1574
Valley National Advisers
Pennsylvania
$4.84M +$9.25K +50 +0.2%
SMH
1575
Sanders Morris Harris
Texas
$4.84M +$92.5K +500 +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.