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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
BFWA
2351
Benchmark Financial Wealth Advisors
Florida
$1.48M +$6.84K +37 +0.6%
APA
2352
Astoria Portfolio Advisors
New York
$1.48M +$105K +566 +9%
SW
2353
Simplicity Wealth
New Jersey
$1.47M -$1.95M -10,556 -63%
EFL
2354
ERn Financial LLC
Wisconsin
$1.47M +$50.9K +275 +5%
MWA
2355
MN Wealth Advisors
Kansas
$1.46M +$47.2K +255 +4%
SRC
2356
Sage Rhino Capital
California
$1.46M +$43.5K +235 +4%
RL
2357
Retireful LLC
Michigan
$1.45M +$1.16M +6,267 New
BW
2358
BIP Wealth
Georgia
$1.45M +$76.4K +413 +7%
MA
2359
MJP Associates
Connecticut
$1.45M +$14.2K +77 +1%
PCA
2360
Purkiss Capital Advisors
Connecticut
$1.44M +$1.15M +6,229 New
II
2361
Impact Investors
California
$1.44M +$1.15M +6,210 New
RGC
2362
Roberts, Glore & Co
Illinois
$1.44M -$15.5K -84 -1%
AIM
2363
Athena Investment Management
California
$1.43M +$44K +238 +4%
UAG
2364
United Advisor Group
Ohio
$1.43M +$256K +1,382 +29%
TRIA
2365
Trail Ridge Investment Advisors
Colorado
$1.43M +$56.8K +307 +5%
BI
2366
Bradyco Inc
Massachusetts
$1.43M +$1.14M +6,150 New
NICM
2367
Neo Ivy Capital Management
New York
$1.43M +$94.5K +511 +9%
CIG
2368
Cascade Investment Group
Colorado
$1.42M +$26.8K +145 +2%
BAM
2369
BOS Asset Management
Illinois
$1.42M -$77.9K -421 -6%
PRP
2370
Peak Retirement Planning
Ohio
$1.42M +$1.13M +6,120 New
MSA
2371
Marino Stram & Associates
Massachusetts
$1.42M +$11.7K +63 +1%
SPWG
2372
Sage Private Wealth Group
Illinois
$1.41M +$8.32K +45 +0.7%
IIA
2373
Integral Investment Advisors
California
$1.41M
CFG
2374
Carr Financial Group
Massachusetts
$1.41M +$40.1K +217 +4%
SA
2375
Strategic Advisors
New York
$1.41M +$400K +2,160 +55%

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.