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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
CAG
2326
Centerpoint Advisory Group
Kansas
$1.52M +$1.22M +6,570 New
TP
2327
Tranquility Partners
Tennessee
$1.52M +$110K +594 +10%
PPG
2328
Peak Planning Group
Colorado
$1.51M +$70.3K +380 +6%
CIP
2329
Capital Insight Partners
Arizona
$1.51M +$66.6K +360 +6%
CNBT
2330
Canandaigua National Bank & Trust
New York
$1.51M -$9.25K -50 -0.8%
PWM
2331
Prentice Wealth Management
New York
$1.51M +$26.4K +143 +2%
JPMIA
2332
J.P. Marvel Investment Advisors
Massachusetts
$1.51M
WEG
2333
World Equity Group
Illinois
$1.51M +$109K +587 +10%
CP
2334
Canopy Partners
Ohio
$1.51M -$9.99K -54 -0.8%
WG
2335
Wealth Group
North Carolina
$1.5M -$7.77K -42 -0.6%
IPW
2336
Impact Partnership Wealth
Georgia
$1.5M +$264K +1,426 +28%
PVI
2337
Pine Valley Investments
New Jersey
$1.5M +$23.7K +128 +2%
MHI
2338
Miller Howard Investments
New York
$1.5M +$829K +4,484 +226%
SIM
2339
SSI Investment Management
California
$1.5M -$925 -5 -0.1%
EA
2340
Emerald Advisors
Washington
$1.5M +$114K +617 +11%
EWM
2341
Elevatus Welath Management
New York
$1.5M +$1.29K +7 +0.1%
SWA
2342
Stratos Wealth Advisors
Ohio
$1.49M -$718K -3,882 -38%
MS
2343
Madden Securities
Texas
$1.49M -$272K -1,470 -19%
IAG
2344
Ipsen Advisor Group
Arkansas
$1.49M +$1.19M +6,442 New
WAG
2345
Winthrop Advisory Group
Massachusetts
$1.49M +$435K +2,351 +58%
SFWA
2346
Summit Financial Wealth Advisors
Louisiana
$1.49M -$13.9K -75 -1%
FCM
2347
Fire Capital Management
California
$1.49M +$1.19M +6,426 New
RDWM
2348
Red Door Wealth Management
Tennessee
$1.49M +$544K +2,943 +85%
BF
2349
Brucke Financial
Indiana
$1.49M +$1.24M +6,720 New
LMKC
2350
L.M. Kohn & Company
Ohio
$1.49M -$8.69K -47 -0.7%

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.