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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
IIA
1676
ICW Investment Advisors
Arizona
$4.03M +$77.7K +420 +2%
NERM
1677
New England Research & Management
Illinois
$4.03M +$2.77K +15 +0.1%
HIA
1678
Harvest Investment Advisors
Florida
$4.02M -$74.5K -403 -2%
DWA
1679
Douglass Winthrop Advisors
New York
$4.01M
AFA
1680
AA Financial Advisors
Ohio
$4M +$84K +454 +3%
VBCG
1681
Valley Brook Capital Group
Pennsylvania
$4M -$278K -1,505 -8%
RC
1682
Roundview Capital
New Jersey
$4M +$1.7M +9,168 +113%
CWA
1683
Consilium Wealth Advisory
Texas
$4M -$11.7K -63 -0.4%
PR
1684
Payden & Rygel
California
$3.99M -$21.3M -115,300 -87%
FPCP
1685
Fort Point Capital Partners
California
$3.99M -$97.8K -529 -3%
SIM
1686
Sentry Investment Management
Wisconsin
$3.98M -$328K -1,776 -9%
SWMG
1687
Stillwater Wealth Management Group
Florida
$3.98M +$3.17M +17,157 New
JWWM
1688
Johnson & White Wealth Management
Pennsylvania
$3.98M -$46.2K -250 -1%
WG
1689
Welch Group
Alabama
$3.97M +$2.78M +15,018 +814%
HBT
1690
Heartland Bank & Trust
Illinois
$3.97M +$52.7K +285 +2%
QWP
1691
Quotient Wealth Partners
Texas
$3.97M +$146K +787 +5%
OWM
1692
Orca Wealth Management
Florida
$3.96M +$3.16M +17,099 New
CNFG
1693
Creegan & Nassoura Financial Group
New Hampshire
$3.93M -$18.5K -100 -0.6%
PWW
1694
Pettyjohn Wood & White
Virginia
$3.93M +$38.8K +210 +1%
MCWA
1695
Meadow Creek Wealth Advisors
Georgia
$3.92M -$102K -550 -3%
CAWM
1696
Capital Advisors Wealth Management
Washington
$3.92M +$46.2K +250 +2%
SFM
1697
Sphera Funds Management
Israel
$3.91M
UH
1698
Unigestion Holding
Switzerland
$3.9M +$102K +551 +3%
ACI
1699
Alpha Cubed Investments
California
$3.89M +$13.5K +73 +0.4%
GAM
1700
Griffin Asset Management
New York
$3.86M -$117K -631 -4%

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.