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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
DA
2126
Drake & Associates
Wisconsin
$2.01M +$427K +2,311 +35%
PFA
2127
Pathway Financial Advisors
Vermont
$2.01M -$9.25K -50 -0.6%
MWA
2128
Midland Wealth Advisors
Illinois
$2M -$65.8K -356 -4%
CHAM
2129
Clear Harbor Asset Management
Connecticut
$2M +$26.8K +145 +2%
BIM
2130
Bullseye Investment Management
Ohio
$2M +$1.59M +8,600 New
ALAM
2131
Asahi Life Asset Management
Japan
$1.99M +$231K +1,250 +17%
CFFP
2132
Center for Financial Planning
Michigan
$1.99M +$15.5K +84 +1%
OFS
2133
Orrstown Financial Services
Pennsylvania
$1.99M +$1.11K +6 +0.1%
NRC
2134
New Republic Capital
North Carolina
$1.98M +$136K +737 +9%
WH
2135
Willner & Heller
California
$1.98M -$66.2K -358 -4%
EFA
2136
Evernest Financial Advisors
Indiana
$1.98M +$555K +3,000 +54%
S
2137
SharpePoint
Arizona
$1.98M +$1.58M +8,530 New
BFO
2138
Biltmore Family Office
North Carolina
$1.98M -$102K -550 -6%
NIWA
2139
New Insight Wealth Advisors
California
$1.98M -$32.9K -178 -2%
FFG
2140
Floyd Financial Group
Missouri
$1.97M +$1.62M +8,768 New
KA
2141
Klingman & Associates
New York
$1.96M +$71.9K +389 +5%
EWM
2142
Evermay Wealth Management
Virginia
$1.96M -$60.1K -325 -4%
FFA
2143
Fi3 Financial Advisors
Indiana
$1.96M +$19.6K +106 +1%
OFG
2144
OmniStar Financial Group
North Carolina
$1.96M +$33.5K +181 +2%
CLA
2145
Carnegie Lake Advisors
New Jersey
$1.96M -$153K -829 -9%
WFA
2146
WMG Financial Advisors
Tennessee
$1.95M +$66.4K +359 +4%
MG
2147
McHugh Group
Ohio
$1.95M +$1.55M +8,401 New
AC
2148
AlphaCore Capital
California
$1.95M -$104K -560 -6%
BB
2149
Berkshire Bank
Massachusetts
$1.95M +$442K +2,390 +40%
SWM
2150
Seed Wealth Management
Illinois
$1.94M

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.