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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 %
EP
2101
Edgestream Partners
New Jersey
$2.04M -$1.22M -5,242 -37%
KCM
2102
Kathmere Capital Management
Pennsylvania
$2.04M +$334K +1,440 +20%
IWA
2103
Invera Wealth Advisors
Oregon
$2.03M -$169K -701 -8%
CWP
2104
Core Wealth Partners
California
$2.03M +$133K +573 +7%
BAM
2105
Beaumont Asset Management
Texas
$2.02M -$46.8K -202 -2%
FC
2106
Franchise Capital
Cayman Islands
$2.02M +$2.02M +8,700 New
ST
2107
Sabal Trust
Florida
$2.01M +$443K +1,910 +28%
DA
2108
Drake & Associates
Wisconsin
$2.01M +$520K +2,311 +35%
PFA
2109
Pathway Financial Advisors
Vermont
$2.01M -$11.6K -50 -0.6%
MWA
2110
Midland Wealth Advisors
Illinois
$2M -$82.5K -356 -4%
CHAM
2111
Clear Harbor Asset Management
Connecticut
$2M +$33.6K +145 +2%
BIM
2112
Bullseye Investment Management
Ohio
$2M +$2M +8,600 New
ALAM
2113
Asahi Life Asset Management
Japan
$1.99M +$290K +1,250 +17%
CFFP
2114
Center for Financial Planning
Michigan
$1.99M +$19.5K +84 +1%
OFS
2115
Orrstown Financial Services
Pennsylvania
$1.99M +$1.39K +6 +0.1%
NRC
2116
New Republic Capital
North Carolina
$1.98M +$171K +737 +9%
WH
2117
Willner & Heller
California
$1.98M -$83K -358 -4%
EFA
2118
Evernest Financial Advisors
Indiana
$1.98M +$695K +3,000 +54%
S
2119
SharpePoint
Arizona
$1.98M +$1.98M +8,530 New
BFO
2120
Biltmore Family Office
North Carolina
$1.98M -$128K -550 -6%
NIWA
2121
New Insight Wealth Advisors
California
$1.98M -$41.3K -178 -2%
FFG
2122
Floyd Financial Group
Missouri
$1.97M +$1.97M +8,768 New
KA
2123
Klingman & Associates
New York
$1.96M +$90.2K +389 +5%
EWM
2124
Evermay Wealth Management
Virginia
$1.96M -$75.3K -325 -4%
FFA
2125
Fi3 Financial Advisors
Indiana
$1.96M +$24.6K +106 +1%
83 84
85
86 87