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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
NFA
1726
Northern Financial Advisors
Michigan
$3.67M -$55.9K -302 -2%
ISFAN
1727
Investor's Fiduciary Advisor Network
Washington
$3.67M +$2.93M +15,829 New
FFA
1728
First Foundation Advisors
California
$3.67M -$84.7K -458 -3%
AO
1729
Advisor OS
Illinois
$3.66M +$326K +1,763 +13%
MAWA
1730
Moss Adams Wealth Advisors
Washington
$3.66M +$102K +554 +4%
FMWA
1731
Forvis Mazars Wealth Advisors
Missouri
$3.65M -$78.4K -424 -3%
IA
1732
IFC Advisors
California
$3.64M +$2.91M +15,722 New
PWPS
1733
Pinnacle Wealth Planning Services
Ohio
$3.64M -$1.39M -7,520 -32%
NRD
1734
Nebula Research & Development
New York
$3.64M +$2.66M +14,399 +1,101%
BW
1735
Bison Wealth
Georgia
$3.64M -$2.65M -14,328 -48%
PSB
1736
Passumpsic Savings Bank
Vermont
$3.64M -$40K -216 -1%
LIM
1737
Letson Investment Management
Georgia
$3.64M
WWM
1738
Wolff Wiese Magana
California
$3.63M -$412K -2,225 -12%
AG
1739
AmeriFlex Group
Nevada
$3.63M +$3.03M +16,388 New
SWA
1740
SFMG Wealth Advisors
Texas
$3.62M -$12.2K -66 -0.4%
BPWM
1741
Badgley Phelps Wealth Managers
Washington
$3.62M +$536K +2,897 +23%
AT
1742
Arlington Trust
Alabama
$3.62M +$23.5K +127 +0.8%
AA
1743
Alta Advisers
United Kingdom
$3.62M +$479K +2,589 +20%
LFA
1744
Legacy Financial Advisors
Kentucky
$3.61M +$86K +465 +3%
GCM
1745
Greenland Capital Management
New York
$3.6M -$3.2M -17,314 -53%
WIA
1746
Wealthedge Investment Advisors
New York
$3.59M +$2.87M +15,505 New
GPFA
1747
Game Plan Financial Advisors
Ohio
$3.59M +$8.32K +45 +0.3%
CPIG
1748
Chicago Partners Investment Group
Illinois
$3.59M +$258K +1,396 +10%
NLGIA
1749
Nippon Life Global Investors Americas
New York
$3.59M +$172K +930 +6%
MA
1750
MONECO Advisors
Connecticut
$3.57M +$62K +335 +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.