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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
MAM
2251
Montchanin Asset Management
Delaware
$1.7M -$236K -1,275 -15%
PWA
2252
Prairie Wealth Advisors
Nebraska
$1.7M +$4.62K +25 +0.3%
TIA
2253
Tiemann Investment Advisors
California
$1.69M +$13.9K +75 +1%
IWP
2254
Insight Wealth Partners
Texas
$1.69M +$4.99K +27 +0.4%
MFP
2255
Meridian Financial Partners
Virginia
$1.69M +$31.1K +168 +2%
WPP
2256
Whalerock Point Partners
Rhode Island
$1.68M +$171K +927 +15%
WCM
2257
Wedge Capital Management
North Carolina
$1.67M
CCG
2258
Chatham Capital Group
Georgia
$1.67M +$25.9K +140 +2%
WDG
2259
Wealth Dimensions Group
Ohio
$1.67M +$583K +3,152 +78%
AAMC
2260
Asset Allocation & Management Company
Illinois
$1.67M +$485K +2,620 +57%
CAM
2261
Creekmur Asset Management
Illinois
$1.66M -$724K -3,916 -35%
CC
2262
Courier Capital
New York
$1.66M +$79.5K +430 +6%
RB
2263
Renasant Bank
Mississippi
$1.66M -$86.9K -470 -6%
PGF
2264
Plan Group Financial
Oklahoma
$1.66M +$100K +542 +8%
VA
2265
Valmark Advisers
Ohio
$1.65M +$40.3K +218 +3%
ACMA
2266
Arbor Capital Management (Alaska)
Alaska
$1.65M -$317K -1,714 -18%
SWP
2267
Summit Wealth Partners
Florida
$1.65M +$247K +1,333 +23%
GTAM
2268
Global Trust Asset Management
Florida
$1.65M +$6.84K +37 +0.5%
CI
2269
Clal Insurance
Israel
$1.64M -$262K -1,418 -17%
ZIG
2270
Zullo Investment Group
Pennsylvania
$1.64M +$555 +3 +0%
SIG
2271
Sargent Investment Group
Maryland
$1.64M +$610K +3,299 +83%
BBA
2272
Braun-Bostich & Associates
Pennsylvania
$1.64M -$144K -776 -10%
CIS
2273
Custom Index Systems
New York
$1.63M +$863K +4,667 +196%
MIC
2274
Means Investment Company
Maine
$1.63M +$160K +866 +14%
LA
2275
LexAurum Advisors
Kansas
$1.63M +$127K +685 +11%

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.