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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
PGWM
1901
Parisi Gray Wealth Management
New Jersey
$2.82M +$89.3K +483 +4%
BFIC
1902
Bedell Frazier Investment Counselling
California
$2.82M -$225K -1,217 -9%
CCIA
1903
Campbell & Co Investment Adviser
Maryland
$2.81M +$2.25M +12,141 New
SCA
1904
Southern Capital Advisors
Tennessee
$2.81M -$7.03K -38 -0.3%
DCM
1905
Dudley Capital Management
Virginia
$2.8M +$183K +990 +9%
SSA
1906
South Street Advisors
New York
$2.8M +$2.23M +12,070 New
PP
1907
Patron Partners
Texas
$2.8M -$15.5K -84 -0.7%
LCM
1908
LCM Capital Management
Illinois
$2.8M +$197K +1,063 +10%
NL
1909
Navalign LLC
California
$2.79M -$55.5K -300 -2%
EHWM
1910
Eads & Heald Wealth Management
Georgia
$2.79M -$101K -548 -4%
OA
1911
Operose Advisors
Wisconsin
$2.78M +$1.03M +5,581 +87%
SH
1912
SLT Holdings
Arizona
$2.78M +$2.22M +11,994 New
CJ
1913
Caitlin John
Michigan
$2.78M +$55.9K +302 +3%
CP
1914
Clarendon Private
Massachusetts
$2.78M +$2.22M +11,976 New
WCAMG
1915
Woodard & Company Asset Management Group
North Carolina
$2.77M +$93.4K +505 +4%
Fiera Capital (Canada)
1916
Fiera Capital (Canada)
Quebec, Canada
$2.77M -$166K -900 -7%
HC
1917
Hara Capital
Washington
$2.76M +$1.1M +5,960 +100%
SW
1918
SMART Wealth
Nebraska
$2.76M +$1.49M +8,078 +210%
PNC
1919
Park National Corp
Ohio
$2.76M +$180K +974 +9%
JCM
1920
Jacobi Capital Management
Pennsylvania
$2.76M +$151K +819 +7%
FCB
1921
First County Bank
Connecticut
$2.76M -$286K -1,545 -11%
LSIA
1922
LaSalle St. Investment Advisors
Illinois
$2.75M +$1.29M +6,971 +142%
AIA
1923
Affinity Investment Advisors
California
$2.75M -$234K -1,265 -10%
SFS
1924
Stiles Financial Services
Minnesota
$2.75M -$50.9K -275 -2%
SI
1925
Seeds Investor
New York
$2.74M +$95.6K +517 +5%

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.