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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
MSAM
2201
Moloney Securities Asset Management
Missouri
$1.84M -$434K -2,344 -23%
JA
2202
JLB & Associates
Michigan
$1.83M +$133K +720 +10%
BFWM
2203
Bright Futures Wealth Management
New York
$1.83M -$1.77M -9,582 -52%
IP
2204
Intellectus Partners
California
$1.82M
TFA
2205
Teamwork Financial Advisors
Texas
$1.82M -$884K -4,781 -38%
RFP
2206
Root Financial Partners
California
$1.82M +$604K +3,265 +72%
BCP
2207
Blackhawk Capital Partners
Wisconsin
$1.81M -$1.19M -6,411 -45%
MCM
2208
McDonough Capital Management
Florida
$1.8M +$1.44M +7,775 New
4WM
2209
49 Wealth Management
Texas
$1.8M +$23.3K +126 +2%
GWS
2210
Greykasell Wealth Strategies
California
$1.8M +$1.44M +7,762 New
MAG
2211
MRA Advisory Group
New Jersey
$1.8M -$314K -1,695 -18%
PW
2212
PUREfi Wealth
Massachusetts
$1.8M +$1.43M +7,758 New
AR
2213
Apeiron RIA
Texas
$1.8M +$338K +1,826 +31%
ECA
2214
Elevated Capital Advisors
Utah
$1.8M -$158K -852 -10%
SMA
2215
Seven Mile Advisory
New Jersey
$1.8M +$151K +818 +12%
CFS
2216
Commonwealth Financial Services
West Virginia
$1.79M +$184K +997 +15%
PG
2217
Proffitt & Goodson
Tennessee
$1.79M +$1.48K +8 +0.1%
CCFM
2218
Clear Creek Financial Management
Washington
$1.78M +$155K +838 +12%
MC
2219
Machina Capital
France
$1.78M -$317K -1,714 -18%
VP
2220
Verum Partners
North Carolina
$1.78M +$29K +157 +2%
SI
2221
Severin Investments
Missouri
$1.78M +$1.42M +7,671 New
MFG
2222
Mosaic Financial Group
Illinois
$1.78M -$18.3K -99 -1%
AFP
2223
Ausdal Financial Partners
Iowa
$1.77M +$280K +1,512 +25%
RWA
2224
Redhawk Wealth Advisors
Minnesota
$1.77M +$207K +1,121 +17%
WKSWA
2225
White Knight Strategic Wealth Advisors
New Jersey
$1.77M +$707K +3,820 +100%

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.