We are live on ! Find out more
AVGO icon

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
SPWG
2001
Syntegra Private Wealth Group
Missouri
$2.4M +$124K +671 +7%
FFC
2002
First Financial Corp
Indiana
$2.4M
FIB
2003
First Interstate Bank
Montana
$2.39M -$18.5K -100 -1%
LIG
2004
Lokken Investment Group
Delaware
$2.39M +$1.29K +7 +0.1%
MCP
2005
Mirador Capital Partners
California
$2.39M -$230K -1,245 -11%
FC
2006
Fjell Capital
North Dakota
$2.38M +$1.9M +10,287 New
QWM
2007
Quadcap Wealth Management
Texas
$2.38M -$149K -806 -7%
NB
2008
NBT Bank
New York
$2.38M -$566K -3,061 -23%
WFC
2009
Western Financial Corp
California
$2.38M -$183K -987 -9%
AFC
2010
AFT Forsyth & Company
Florida
$2.37M
CWM
2011
Castle Wealth Management
Florida
$2.37M -$49.6K -268 -3%
AWM
2012
Accel Wealth Management
Iowa
$2.37M -$6.1K -33 -0.3%
BFG
2013
Berger Financial Group
Minnesota
$2.37M +$14.1K +76 +0.7%
WPW
2014
Warther Private Wealth
Ohio
$2.36M -$1.26M -6,795 -40%
FW
2015
FullCircle Wealth
Texas
$2.36M -$334K -1,806 -15%
CG
2016
CFO4Life Group
Texas
$2.36M -$153K -825 -8%
LCWM
2017
Legacy Capital Wealth Management
Texas
$2.36M +$1.88M +10,171 New
SCM
2018
Schnieders Capital Management
California
$2.35M +$203K +1,100 +12%
RP
2019
Raelipskie Partnership
Ontario, Canada
$2.35M +$5.55K +30 +0.3%
BFA
2020
Brown Financial Advisors
Ohio
$2.35M +$208K +1,125 +13%
XF
2021
XML Financial
Maryland
$2.35M -$47.7K -258 -2%
RWM
2022
Riverbend Wealth Management
South Carolina
$2.34M +$1.87M +10,089 New
CT
2023
Colonial Trust
South Carolina
$2.34M +$238K +1,285 +15%
BV
2024
Boxwood Ventures
Illinois
$2.34M +$1.86M +10,082 New
BBA
2025
BLB&B Advisors
Pennsylvania
$2.34M -$149K -803 -7%

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.