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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
ATS
2101
Ashton Thomas Securities
New York
$2.1M +$189K +1,023 +13%
TFCP
2102
Twin Focus Capital Partners
Massachusetts
$2.1M -$829K -4,480 -33%
WAM
2103
Weatherly Asset Management
California
$2.1M +$960K +5,190 +134%
AA
2104
AlphaMark Advisors
Kentucky
$2.1M +$30.7K +166 +2%
AWM
2105
Aprio Wealth Management
Georgia
$2.09M -$48.1K -260 -3%
WLG
2106
Williamson Legacy Group
Indiana
$2.08M -$1.44M -7,794 -47%
ACGA
2107
Atlanta Consulting Group Advisors
Georgia
$2.08M -$125K -676 -7%
MSRI
2108
Michael S. Ryan Inc
New York
$2.08M +$11.3K +61 +0.7%
WIM
2109
WealthPlan Investment Management
Nebraska
$2.07M -$1.36M -7,356 -45%
FA
2110
Fermata Advisors
California
$2.07M +$179K +968 +12%
RGF
2111
Retirement Guys Formula
Ohio
$2.07M -$5.36K -29 -0.3%
BCM
2112
BluePath Capital Management
Georgia
$2.07M +$210K +1,135 +14%
WGCA
2113
Wolf Group Capital Advisors
Virginia
$2.06M
PWP
2114
Phillips Wealth Planners
Mississippi
$2.06M -$432K -2,335 -20%
HIM
2115
Hanlon Investment Management
New Jersey
$2.05M -$841K -4,547 -34%
PEA
2116
Park Edge Advisors
Ohio
$2.05M +$97.1K +525 +6%
CCWM
2117
Correct Capital Wealth Management
Missouri
$2.05M +$127K +685 +8%
NLP
2118
Next Level Private
New York
$2.04M +$3.88K +21 +0.2%
EP
2119
Edgestream Partners
New Jersey
$2.04M -$970K -5,242 -37%
KCM
2120
Kathmere Capital Management
Pennsylvania
$2.04M +$266K +1,440 +20%
IWA
2121
Invera Wealth Advisors
Oregon
$2.03M -$130K -701 -8%
CWP
2122
Core Wealth Partners
California
$2.03M +$106K +573 +7%
BAM
2123
Beaumont Asset Management
Texas
$2.02M -$37.4K -202 -2%
FC
2124
Franchise Capital
Cayman Islands
$2.02M +$1.61M +8,700 New
ST
2125
Sabal Trust
Florida
$2.01M +$353K +1,910 +28%

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.