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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
AWC
1851
Abundance Wealth Counselors
Pennsylvania
$2.99M +$151K +818 +7%
FAT
1852
First American Trust
California
$2.98M +$22K +119 +0.9%
TSS
1853
Two Sigma Securities
New York
$2.98M +$2.38M +12,844 New
CC
1854
Cypress Capital
Tennessee
$2.97M -$764K -4,131 -24%
APW
1855
Austin Private Wealth
Texas
$2.97M -$290K -1,568 -11%
BB
1856
Bell Bank
North Dakota
$2.97M +$30.3K +164 +1%
PMA
1857
Prudent Man Advisors
Illinois
$2.96M -$179K -970 -7%
CG
1858
Castellan Group
Kentucky
$2.96M -$850K -4,596 -26%
FP
1859
Fiduciary Planning
Florida
$2.96M -$925 -5 -0%
PA
1860
Parkside Advisors
California
$2.96M +$1.03M +5,550 +77%
BWM
1861
Buckley Wealth Management
Nevada
$2.95M -$1.85K -10 -0.1%
DWM
1862
Defined Wealth Management
Oregon
$2.95M +$8.69K +47 +0.4%
CWC
1863
Carolinas Wealth Consulting
North Carolina
$2.95M -$117K -635 -5%
PWS
1864
Precision Wealth Strategies
Missouri
$2.95M +$156K +845 +7%
AWM
1865
Aviso Wealth Management
Washington
$2.95M +$13.5K +73 +0.6%
TPW
1866
Transatlantique Private Wealth
New York
$2.94M +$32.2K +174 +1%
BKA
1867
Brick & Kyle Associates
Pennsylvania
$2.94M +$2.34M +12,674 New
DWM
1868
Darwin Wealth Management
Florida
$2.94M -$596K -3,221 -20%
AFM
1869
Aspetuck Financial Management
Connecticut
$2.93M +$2.34M +12,650 New
JWM
1870
Jeppson Wealth Management
California
$2.93M -$24.4K -132 -1%
RIA
1871
Regal Investment Advisors
Michigan
$2.93M -$411K -2,224 -15%
CTC
1872
Cetera Trust Company
Minnesota
$2.92M -$5.55K -30 -0.2%
PCA
1873
Peddock Capital Advisors
Massachusetts
$2.92M -$62.5K -338 -3%
MCM
1874
Manchester Capital Management
Vermont
$2.92M -$165K -890 -7%
NI
1875
NCP Inc
California
$2.91M +$899K +4,858 +63%

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.