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Broadcom
AVGO

Overview Fund Activity

3,866 hedge funds and large institutions have $839B invested in Broadcom in 2024 Q4 according to their latest regulatory filings, with 653 funds opening new positions, 1,502 increasing their positions, 1,443 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,866
Holders Change
+483
Holders Change %
+14.28%
% of All Funds
51.46%
Holding in Top 10
822
Holding in Top 10 Change
+275
Holding in Top 10 Change %
+50.27%
% of All Funds
10.94%
New
653
Increased
1,502
Reduced
1,443
Closed
108
Calls
$22.9B
Puts
$26.2B
Net Calls
-$3.3B
Net Calls Change
-$2.92B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$4.02B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.52B
3
BlackRock
BlackRock
New York
+$2.33B
4
GQG Partners
GQG Partners
Florida
+$1.58B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.52B

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$3.36B
2
Invesco
Invesco
Georgia
-$1.95B
3
IAIM
International Assets Investment Management
Florida
-$1.9B
4
PFA
Pathway Financial Advisers
Indiana
-$1.68B
5
Bank of America
Bank of America
North Carolina
-$1.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
RDWM
2326
Red Door Wealth Management
Tennessee
$1.49M +$682K +2,943 +85%
BF
2327
Brucke Financial
Indiana
$1.49M +$1.49M +6,720 New
LMKC
2328
L.M. Kohn & Company
Ohio
$1.49M -$10.9K -47 -0.7%
BFWA
2329
Benchmark Financial Wealth Advisors
Florida
$1.48M +$8.58K +37 +0.6%
APA
2330
Astoria Portfolio Advisors
New York
$1.48M +$127K +566 +9%
SW
2331
Simplicity Wealth
New Jersey
$1.47M -$2.45M -10,556 -63%
EFL
2332
ERn Financial LLC
Wisconsin
$1.47M +$63.8K +275 +5%
MWA
2333
MN Wealth Advisors
Kansas
$1.46M +$59.1K +255 +4%
SRC
2334
Sage Rhino Capital
California
$1.46M +$54.5K +235 +4%
RL
2335
Retireful LLC
Michigan
$1.45M +$1.45M +6,267 New
BW
2336
BIP Wealth
Georgia
$1.45M +$95.8K +413 +7%
MA
2337
MJP Associates
Connecticut
$1.45M +$17.9K +77 +1%
PCA
2338
Purkiss Capital Advisors
Connecticut
$1.44M +$1.44M +6,229 New
II
2339
Impact Investors
California
$1.44M +$1.44M +6,210 New
RGC
2340
Roberts, Glore & Co
Illinois
$1.44M -$19.5K -84 -1%
AIM
2341
Athena Investment Management
California
$1.43M +$55.2K +238 +4%
UAG
2342
United Advisor Group
Ohio
$1.43M +$320K +1,382 +29%
TRIA
2343
Trail Ridge Investment Advisors
Colorado
$1.43M +$71.2K +307 +5%
BI
2344
Bradyco Inc
Massachusetts
$1.43M +$1.43M +6,150 New
NICM
2345
Neo Ivy Capital Management
New York
$1.43M +$118K +511 +9%
CIG
2346
Cascade Investment Group
Colorado
$1.42M +$33.6K +145 +2%
BAM
2347
BOS Asset Management
Illinois
$1.42M -$97.6K -421 -6%
PRP
2348
Peak Retirement Planning
Ohio
$1.42M +$1.42M +6,120 New
MSA
2349
Marino Stram & Associates
Massachusetts
$1.42M +$14.6K +63 +1%
SPWG
2350
Sage Private Wealth Group
Illinois
$1.41M +$10.4K +45 +0.7%
92 93
94
95 96