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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
JF
2151
JSF Financial
California
$1.93M +$245K +1,325 +19%
SAM
2152
SignalPoint Asset Management
Missouri
$1.93M -$110K -595 -7%
FOA
2153
Five Oceans Advisors
California
$1.93M -$1.29K -7 -0.1%
MCCA
2154
Mill Creek Capital Advisors
Pennsylvania
$1.93M +$411K +2,224 +37%
BO
2155
Bank OZK
Arkansas
$1.92M +$10.9K +59 +0.7%
CCA
2156
Cadent Capital Advisors
Oklahoma
$1.92M
NWMG
2157
Nicholson Wealth Management Group
South Carolina
$1.92M +$1.18M +6,361 +329%
PFA
2158
Pure Financial Advisors
California
$1.92M -$139K -749 -8%
TWPM
2159
Total Wealth Planning & Management
Florida
$1.91M +$1.53M +8,251 New
PWM
2160
Peterson Wealth Management
Nevada
$1.91M +$1.53M +8,246 New
JSAM
2161
J. Safra Asset Management
New York
$1.91M +$653K +3,530 +77%
Financial Engines Advisors
2162
Financial Engines Advisors
California
$1.91M +$1.16M +6,291 +326%
FAN
2163
Financial Advisors Network
California
$1.9M +$1.52M +8,212 New
PL
2164
Plancorp LLC
Missouri
$1.9M +$264K +1,430 +21%
BTWM
2165
Baker Tilly Wealth Management
Wisconsin
$1.9M +$37.2K +201 +3%
DOA
2166
D'Orazio & Associates
Virginia
$1.9M -$12.8K -69 -0.8%
SXL
2167
Summit X LLC
Missouri
$1.89M +$1.46M +7,887 +2,767%
CWA
2168
Canvas Wealth Advisors
Kansas
$1.89M +$13.7K +74 +0.9%
CCG
2169
Ceeto Capital Group
Florida
$1.89M
KF
2170
KKM Financial
Illinois
$1.89M -$1.85K -10 -0.1%
ML
2171
McAdam LLC
Pennsylvania
$1.89M +$706K +3,819 +89%
JCM
2172
Jacobsen Capital Management
Utah
$1.88M +$25.3K +137 +2%
GA
2173
Guerra Advisors
Florida
$1.88M +$1.5M +8,126 New
RAG
2174
RIA Advisory Group
Iowa
$1.88M +$325K +1,756 +28%
MPCG
2175
Matrix Private Capital Group
New York
$1.88M -$8.69K -47 -0.6%

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.