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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
FAG
1926
Fortitude Advisory Group
Washington
$2.74M +$39.6K +214 +2%
CAC
1927
Core Alternative Capital
Georgia
$2.73M -$220K -1,188 -9%
SFI
1928
SPC Financial Inc
Maryland
$2.73M +$287K +1,553 +15%
LCM
1929
Lazari Capital Management
California
$2.7M +$262K +1,415 +14%
BC
1930
Belmont Capital
California
$2.69M
RFW
1931
Rainier Family Wealth
Washington
$2.69M +$2.15M +11,600 New
GBT
1932
Grove Bank & Trust
Florida
$2.68M +$190K +1,027 +10%
AAP
1933
Arax Advisory Partners
Colorado
$2.68M +$602K +3,256 +39%
CSPIA
1934
Cary Street Partners Investment Advisory
Virginia
$2.68M -$8.03M -43,395 -79%
GAAM
1935
Guinness Atkinson Asset Management
California
$2.67M +$164K +886 +8%
GWM
1936
GDS Wealth Management
Texas
$2.67M +$142K +767 +7%
AL
1937
Aspiriant LLC
California
$2.66M +$124K +672 +6%
CD
1938
Chapin Davis
Maryland
$2.66M
CH
1939
Cromwell Holdings
Wyoming
$2.66M +$26.8K +145 +1%
KIM
1940
Kane Investment Management
California
$2.65M +$2.11M +11,420 New
WWA
1941
Wisconsin Wealth Advisors
Wisconsin
$2.65M +$2.11M +11,414 New
TCOO
1942
Trust Company of Oklahoma
Oklahoma
$2.65M +$57.9K +313 +3%
AFG
1943
ABLE Financial Group
Arizona
$2.65M -$17.6K -95 -0.8%
JIC
1944
Joel Isaacson & Co
New York
$2.64M -$71.2K -385 -3%
NVIM
1945
New Vernon Investment Management
Illinois
$2.64M +$14.3M +77,047 +700%
RPSA
1946
Richard P. Slaughter Associates
Texas
$2.63M -$772K -4,175 -27%
GCA
1947
Genesee Capital Advisors
New York
$2.63M -$194K -1,051 -8%
TT
1948
TI-Trust
Illinois
$2.63M
GI
1949
GS Investments
Minnesota
$2.63M -$22.2K -120 -1%
CAAS
1950
Capital Asset Advisory Services
Michigan
$2.63M +$30.3K +164 +1%

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.