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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
OW
2026
Olistico Wealth
Oklahoma
$2.34M -$93.4K -505 -5%
CWM
2027
Cornerstone Wealth Management
Missouri
$2.34M +$60.5K +327 +3%
GIA
2028
Guyasuta Investment Advisors
Pennsylvania
$2.34M -$67.7K -366 -4%
Select Equity Group
2029
Select Equity Group
New York
$2.33M -$3.59M -19,397 -66%
LC
2030
Lavaca Capital
Texas
$2.33M +$223K +1,206 +14%
FWM
2031
Forza Wealth Management
Florida
$2.32M -$185K -1,000 -9%
HAM
2032
Harmony Asset Management
Arizona
$2.32M -$294K -1,588 -14%
AFG
2033
Allegheny Financial Group
Pennsylvania
$2.32M +$10.9K +59 +0.6%
AWM
2034
Ariadne Wealth Management
California
$2.32M +$123K +667 +7%
AI
2035
AXS Investments
New York
$2.32M +$127K +687 +7%
OLVIG
2036
Oliver Lagore Vanvalin Investment Group
Michigan
$2.31M -$272K -1,469 -13%
TFIPS
2037
Towarzystwo Funduszy Inwestycyjnych PZU SA
$2.3M +$297K +1,606 +19%
IHL
2038
Investment House LLC
California
$2.3M -$55.5K -300 -3%
PWMG
2039
Prestige Wealth Management Group
New Jersey
$2.3M +$21.6K +117 +1%
SFP
2040
Sandbox Financial Partners
Maryland
$2.28M -$166K -895 -8%
SIG
2041
Sky Investment Group
Connecticut
$2.27M -$740 -4 -0%
AIC
2042
Argus Investors Counsel
New York
$2.27M -$164K -886 -8%
WMP
2043
Wealth Management Partners
Arizona
$2.26M +$45.1K +244 +3%
SIAG
2044
Safeguard Investment Advisory Group
California
$2.26M +$101K +546 +6%
TWP
2045
Triad Wealth Partners
Kansas
$2.25M +$1.8M +9,718 New
RMF
2046
Red Mountain Financial
Colorado
$2.25M -$154K -835 -8%
SPL
2047
Smart Portfolios LLC
Washington
$2.25M -$109K -588 -6%
FIM
2048
Freedom Investment Management
Connecticut
$2.24M +$98.2K +531 +6%
NAS
2049
Nicolet Advisory Services
Wisconsin
$2.24M +$167K +902 +10%
WGC
2050
Watts Gwilliam & Co
Arizona
$2.23M +$323K +1,744 +22%

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.