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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
SMTF
1601
Sphera Management Technology Funds
Israel
$4.64M +$3.7M +20,000 New
IIA
1602
IPG Investment Advisors
California
$4.63M -$476K -2,575 -11%
CCG
1603
Catalina Capital Group
California
$4.63M +$55.1K +298 +2%
LCM
1604
Leisure Capital Management
California
$4.63M -$241K -1,301 -6%
LA
1605
Legacy Advisors
Pennsylvania
$4.62M +$65.8K +356 +2%
KFI
1606
Key Financial Inc
Pennsylvania
$4.62M -$882K -4,770 -19%
HC
1607
Hourglass Capital
Texas
$4.59M -$909K -4,915 -20%
AF
1608
Apollon Financial
South Carolina
$4.57M +$210K +1,138 +6%
SIG
1609
Spinnaker Investment Group
California
$4.57M -$34.8K -188 -0.9%
SAM
1610
Synergy Asset Management
Washington
$4.57M +$52.7K +285 +1%
CM
1611
CastleKnight Management
New York
$4.57M +$111K +600 +3%
WFG
1612
Wills Financial Group
Virginia
$4.54M -$136K -738 -4%
PCP
1613
Proficio Capital Partners
Massachusetts
$4.53M +$1.14M +6,168 +46%
FAIM
1614
Financial Advocates Investment Management
Washington
$4.52M +$331K +1,788 +10%
JRP
1615
Jasper Ridge Partners
California
$4.52M +$5.55K +30 +0.2%
AA
1616
Altman Advisors
Illinois
$4.52M -$99.7K -539 -3%
CWM
1617
Circle Wealth Management
New Jersey
$4.5M +$848K +4,587 +31%
EFG
1618
Elm3 Financial Group
Georgia
$4.49M +$3.58M +19,369 New
B
1619
Bensler
Washington
$4.48M
WAAG
1620
Wealth Alliance Advisory Group
Kansas
$4.48M +$22.8K +123 +0.6%
HH
1621
HWG Holdings
Texas
$4.48M +$1.59M +8,605 +80%
VCM
1622
Violich Capital Management
California
$4.48M -$325K -1,755 -8%
BAAM
1623
Baker Avenue Asset Management
California
$4.47M +$294K +1,587 +9%
HCCM
1624
Hudson Canyon Capital Management
New York
$4.46M -$196K -1,060 -5%
GIC
1625
Generali Investments CEE
Czech Republic
$4.45M +$3.55M +19,200 New

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.