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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
EAM
1951
EdenTree Asset Management
United Kingdom
$2.62M -$206K -1,116 -9%
IGGA
1952
Iron Gate Global Advisors
Utah
$2.62M +$1.63M +8,786 +351%
BWP
1953
Balboa Wealth Partners
Arizona
$2.61M -$303K -1,640 -13%
WWG
1954
West Wealth Group
California
$2.6M +$287K +1,554 +16%
PFG
1955
Prosperity Financial Group
California
$2.6M +$284K +1,537 +16%
OHWP
1956
Oak Harbor Wealth Partners
North Carolina
$2.6M -$64.9K -351 -3%
LJAC
1957
L.J. Altfest & Co
New York
$2.59M +$1,000K +5,404 +94%
TVAMP
1958
Tennessee Valley Asset Management Partners
Tennessee
$2.59M -$325K -1,757 -14%
AWA
1959
Amplius Wealth Advisors
Pennsylvania
$2.58M +$24.8K +134 +1%
CCM
1960
Chilton Capital Management
Texas
$2.57M -$96.4K -521 -4%
HR
1961
Hardy Reed
Mississippi
$2.57M -$56K -303 -3%
CPC
1962
Cookson Peirce & Co
Pennsylvania
$2.57M -$1.67K -9 -0.1%
CANY
1963
Caxton Associates (New York)
New York
$2.56M +$31.4K +170 +2%
CA
1964
Crumly & Associates
Illinois
$2.55M -$4.99K -27 -0.2%
MWM
1965
Mindset Wealth Management
Indiana
$2.54M +$69.2K +374 +4%
CMI
1966
Clare Market Investments
Texas
$2.54M -$42.5K -230 -2%
PWP
1967
Private Wealth Partners
California
$2.54M +$1.19M +6,448 +143%
CA
1968
Continuum Advisory
Idaho
$2.54M +$31.6K +171 +2%
WB
1969
Webster Bank
Connecticut
$2.54M +$47.3K +256 +2%
TC
1970
Trilogy Capital
California
$2.54M +$1.72M +9,320 +574%
WCBA
1971
Weaver C. Barksdale & Associates
Tennessee
$2.53M -$734K -3,969 -27%
CPM
1972
Connective Portfolio Management
New York
$2.53M +$762K +4,120 +61%
BPW
1973
Bingham Private Wealth
California
$2.53M +$2.02M +10,907 New
WMA
1974
Wealth Management Associates
New Jersey
$2.52M -$84.7K -458 -4%
SW
1975
SkyOak Wealth
Michigan
$2.52M

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.