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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
OIA
1826
Optimum Investment Advisors
Illinois
$3.13M +$69.4K +375 +3%
PC
1827
Panoramic Capital
California
$3.13M +$2.5M +13,500 New
HFS
1828
Howard Financial Services
Texas
$3.12M +$424K +2,293 +21%
OM
1829
OV Management
Minnesota
$3.12M +$139K +751 +6%
DA
1830
Doliver Advisors
Texas
$3.12M -$426K -2,304 -15%
CM
1831
Cercano Management
Washington
$3.12M
HA
1832
Herold Advisors
New York
$3.11M -$186K -1,006 -7%
WFI
1833
West Family Investments
California
$3.11M -$38.8K -210 -2%
MMCM
1834
Murphy & Mullick Capital Management
New York
$3.11M +$2.48M +13,407 New
OC
1835
Oakworth Capital
Alabama
$3.09M -$84.7K -458 -3%
HFM
1836
Hartford Financial Management
Connecticut
$3.09M -$1.48K -8 -0.1%
RPWA
1837
Regent Peak Wealth Advisors
Georgia
$3.09M +$71.4K +386 +3%
MTC
1838
Matrix Trust Company
Colorado
$3.08M -$1.07M -5,798 -30%
IP
1839
Ignite Planners
California
$3.08M -$182K -984 -7%
RZH
1840
Relyea Zuckerberg Hanson
Connecticut
$3.08M +$294K +1,588 +14%
SLFPAM
1841
St. Louis Financial Planners Asset Management
Missouri
$3.05M -$32.4K -175 -1%
MWPCG
1842
Measured Wealth Private Client Group
New Hampshire
$3.04M -$915K -4,946 -27%
LAIC
1843
Lederer & Associates Investment Counsel
California
$3.04M -$291K -1,576 -11%
PNAA
1844
Pictet North America Advisors
Switzerland
$3.04M +$20.5K +111 +0.9%
MCC
1845
Money Concepts Capital
Florida
$3.04M -$524K -2,831 -18%
IW
1846
IronOak Wealth
Texas
$3.04M +$2.42M +13,092 New
YDMI
1847
Y.D. More Investments
Israel
$3.03M +$985K +5,325 +69%
MCA
1848
Millennium Capital Advisors
Arkansas
$3.02M -$189K -1,021 -7%
MFS
1849
Mattson Financial Services
Michigan
$3.01M +$2.96M +16,018 +1,111%
GCM
1850
Generation Capital Management
New York
$3.01M +$2.4M +12,990 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.