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Broadcom
AVGO

Overview Fund Activity

3,866 hedge funds and large institutions have $839B invested in Broadcom in 2024 Q4 according to their latest regulatory filings, with 653 funds opening new positions, 1,502 increasing their positions, 1,443 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,866
Holders Change
+483
Holders Change %
+14.28%
% of All Funds
51.46%
Holding in Top 10
822
Holding in Top 10 Change
+275
Holding in Top 10 Change %
+50.27%
% of All Funds
10.94%
New
653
Increased
1,502
Reduced
1,443
Closed
108
Calls
$22.9B
Puts
$26.2B
Net Calls
-$3.3B
Net Calls Change
-$2.92B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$4.02B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.52B
3
BlackRock
BlackRock
New York
+$2.33B
4
GQG Partners
GQG Partners
Florida
+$1.58B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.52B

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$3.36B
2
Invesco
Invesco
Georgia
-$1.95B
3
IAIM
International Assets Investment Management
Florida
-$1.9B
4
PFA
Pathway Financial Advisers
Indiana
-$1.68B
5
Bank of America
Bank of America
North Carolina
-$1.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAG
2026
Safeguard Investment Advisory Group
California
$2.26M +$127K +546 +6%
TWP
2027
Triad Wealth Partners
Kansas
$2.25M +$2.25M +9,718 New
RMF
2028
Red Mountain Financial
Colorado
$2.25M -$194K -835 -8%
SPL
2029
Smart Portfolios LLC
Washington
$2.25M -$136K -588 -6%
FIM
2030
Freedom Investment Management
Connecticut
$2.24M +$123K +531 +6%
NAS
2031
Nicolet Advisory Services
Wisconsin
$2.24M +$202K +902 +10%
WGC
2032
Watts Gwilliam & Co
Arizona
$2.23M +$399K +1,744 +22%
GAA
2033
Green Alpha Advisors
Colorado
$2.23M -$164K -708 -7%
ACM
2034
Accent Capital Management
Ohio
$2.22M – – –
OWA
2035
Octavia Wealth Advisors
Ohio
$2.22M +$18.1K +78 +0.8%
SCP
2036
Sivia Capital Partners
California
$2.22M +$12.1K +52 +0.5%
TC
2037
TFR Capital
Texas
$2.22M +$2.22M +9,562 New
VCWA
2038
Vanguard Capital Wealth Advisors
Colorado
$2.21M -$25.5K -110 -1%
WCM
2039
Windsor Capital Management
Arizona
$2.21M -$40.3K -174 -2%
YP
2040
YANKCOM Partnership
South Dakota
$2.21M +$2.21M +9,513 New
CA
2041
Cullinan Associates
Kentucky
$2.2M -$948K -4,089 -30%
PAM
2042
Peak Asset Management
Colorado
$2.2M – – –
AWA
2043
AGH Wealth Advisors
Kansas
$2.2M +$2.2M +9,472 New
RWPA
2044
Richard W. Paul & Associates
Michigan
$2.18M -$149K -641 -6%
CCA
2045
Cravens & Co Advisors
Tennessee
$2.18M -$662K -2,856 -23%
MCC
2046
Malaga Cove Capital
California
$2.18M +$23K +99 +1%
TGAM
2047
TBH Global Asset Management
Tennessee
$2.17M +$73K +315 +3%
EA
2048
Ellsworth Advisors
Ohio
$2.17M +$2.17M +9,379 New
IWM
2049
Iams Wealth Management
Nebraska
$2.17M +$999K +4,309 +85%
NSEDCP
2050
NJ State Employees Deferred Compensation Plan
New Jersey
$2.17M – – –
80 81
82
83 84