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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
LWM
1701
Lyell Wealth Management
California
$3.85M +$740 +4 +0%
TAMH
1702
Taikang Asset Management (HK)
Hong Kong
$3.85M -$5.74M -31,044 -65%
KF
1703
Krilogy Financial
Missouri
$3.83M +$70.8K +383 +2%
PS
1704
Pensionfund Sabic
Netherlands
$3.83M -$925K -5,000 -23%
KC
1705
Katamaran Capital
United Kingdom
$3.81M +$3.04M +16,453 New
WP
1706
WealthShield Partners
North Carolina
$3.81M -$241K -1,302 -7%
MSFS
1707
Main Street Financial Solutions
Pennsylvania
$3.8M +$1.04M +5,635 +52%
SB
1708
Simmons Bank
Arkansas
$3.79M -$7.58K -41 -0.2%
CWA
1709
Crux Wealth Advisors
California
$3.79M +$3.02M +16,352 New
HCM
1710
Hollencrest Capital Management
California
$3.78M -$272K -1,473 -8%
CF
1711
Cantor Fitzgerald
New York
$3.78M +$864K +4,671 +40%
BAM
1712
Belpointe Asset Management
Nevada
$3.75M -$2.43M -13,152 -36%
BFS
1713
Bard Financial Services
Connecticut
$3.74M -$102K -550 -3%
CWM
1714
Chesapeake Wealth Management
Virginia
$3.74M -$231K -1,249 -7%
PFS
1715
Physicians Financial Services
North Carolina
$3.74M +$46.2K +250 +2%
UAS
1716
United Asset Strategies
New York
$3.74M +$41.2K +223 +1%
CCB
1717
Cutter & Co Brokerage
Missouri
$3.73M -$86.2K -466 -3%
SB
1718
Strategic Blueprint
Georgia
$3.72M -$64.7K -350 -2%
TCOV
1719
Trust Company of Vermont
Vermont
$3.72M -$1.25M -6,740 -30%
WPA
1720
West Paces Advisors
Georgia
$3.71M -$175K -946 -6%
SCM
1721
Stevens Capital Management
Pennsylvania
$3.7M -$1.1M -5,972 -27%
RPCONE
1722
Retirement Planning Company of New England
Rhode Island
$3.7M -$81.9K -443 -3%
AF
1723
Advisornet Financial
Minnesota
$3.69M -$139K -753 -5%
SVWG
1724
Shared Vision Wealth Group
United States
$3.68M -$321K -1,734 -10%
EWM
1725
EPG Wealth Management
Georgia
$3.68M -$108K -585 -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.