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Broadcom
AVGO

Overview Fund Activity

3,866 hedge funds and large institutions have $839B invested in Broadcom in 2024 Q4 according to their latest regulatory filings, with 653 funds opening new positions, 1,502 increasing their positions, 1,443 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,866
Holders Change
+483
Holders Change %
+14.28%
% of All Funds
51.46%
Holding in Top 10
822
Holding in Top 10 Change
+275
Holding in Top 10 Change %
+50.27%
% of All Funds
10.94%
New
653
Increased
1,502
Reduced
1,443
Closed
108
Calls
$22.9B
Puts
$26.2B
Net Calls
-$3.3B
Net Calls Change
-$2.92B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$4.02B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.52B
3
BlackRock
BlackRock
New York
+$2.33B
4
GQG Partners
GQG Partners
Florida
+$1.58B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.52B

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$3.36B
2
Invesco
Invesco
Georgia
-$1.95B
3
IAIM
International Assets Investment Management
Florida
-$1.9B
4
PFA
Pathway Financial Advisers
Indiana
-$1.68B
5
Bank of America
Bank of America
North Carolina
-$1.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
II
1651
Inspire Investing
Idaho
$4.08M +$765K +3,298 +23%
RCAG
1652
Rehmann Capital Advisory Group
Michigan
$4.08M +$187K +806 +5%
VWM
1653
VCI Wealth Management
Missouri
$4.07M +$4.07M +17,558 New
NEAM
1654
New England Asset Management
Connecticut
$4.07M -$533K -2,300 -12%
PWA
1655
Phoenix Wealth Advisors
North Carolina
$4.06M -$158K -681 -4%
DFA
1656
Delta Financial Advisors
Louisiana
$4.06M +$173K +748 +4%
RMC
1657
Ring Mountain Capital
California
$4.05M +$4.05M +17,454 New
PWP
1658
Precedent Wealth Partners
Texas
$4.05M +$48.2K +208 +1%
YIA
1659
YHB Investment Advisors
Connecticut
$4.04M +$1.5M +6,477 +59%
IIA
1660
ICW Investment Advisors
Arizona
$4.03M +$97.4K +420 +2%
NERM
1661
New England Research & Management
Illinois
$4.03M +$3.48K +15 +0.1%
HIA
1662
Harvest Investment Advisors
Florida
$4.02M -$93.4K -403 -2%
DWA
1663
Douglass Winthrop Advisors
New York
$4.01M – – –
AFA
1664
AA Financial Advisors
Ohio
$4M +$105K +454 +3%
VBCG
1665
Valley Brook Capital Group
Pennsylvania
$4M -$349K -1,505 -8%
RC
1666
Roundview Capital
New Jersey
$4M +$2.13M +9,168 +113%
CWA
1667
Consilium Wealth Advisory
Texas
$4M -$14.6K -63 -0.4%
PR
1668
Payden & Rygel
California
$3.99M -$26.7M -115,300 -87%
FPCP
1669
Fort Point Capital Partners
California
$3.99M -$123K -529 -3%
SIM
1670
Sentry Investment Management
Wisconsin
$3.98M -$412K -1,776 -9%
SWMG
1671
Stillwater Wealth Management Group
Florida
$3.98M +$3.98M +17,157 New
JWWM
1672
Johnson & White Wealth Management
Pennsylvania
$3.98M -$58K -250 -1%
WG
1673
Welch Group
Alabama
$3.97M +$3.54M +15,018 +814%
HBT
1674
Heartland Bank & Trust
Illinois
$3.97M +$66.1K +285 +2%
QWP
1675
Quotient Wealth Partners
Texas
$3.97M +$182K +787 +5%
65 66
67
68 69