We are live on ! Find out more
AVGO icon

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
CTFG
2401
Capstone Triton Financial Group
Oklahoma
$1.36M +$16.1K +87 +2%
KA
2402
Kozak & Associates
Colorado
$1.36M +$406K +2,196 +60%
PPP
2403
Private Portfolio Partners
New Jersey
$1.36M +$80.8K +437 +8%
DA
2404
Dover Advisors
Virginia
$1.36M -$467K -2,523 -30%
AI
2405
Atom Investors
Texas
$1.36M -$2.07M -11,213 -66%
TBT
2406
Texas Bank & Trust
Texas
$1.36M +$1.08M +5,855 New
WI
2407
Wintrust Investments
Illinois
$1.36M -$95.1K -514 -8%
CG
2408
Corundum Group
Colorado
$1.35M +$53.5K +289 +5%
ESBC
2409
E.S. Barr & Co
Kentucky
$1.35M +$30.7K +166 +3%
BAM
2410
Bosun Asset Management
Illinois
$1.35M -$33.8K -183 -3%
TWM
2411
Trueblood Wealth Management
Ohio
$1.35M +$47.3K +256 +5%
GCIA
2412
Gabelli & Co Investment Advisers
New York
$1.35M -$23.1K -125 -2%
VCM
2413
Versant Capital Management
Arizona
$1.35M +$339K +1,832 +46%
HP
2414
Holistic Planning
Texas
$1.35M -$14.6K -79 -1%
ACM
2415
Andina Capital Management
Utah
$1.34M -$46.8K -253 -4%
CCWM
2416
Cassaday & Co Wealth Management
Virginia
$1.33M +$25.3K +137 +2%
AF
2417
Apexium Financial
Texas
$1.33M -$331K -1,792 -24%
BWA
2418
Boulder Wealth Advisors
Colorado
$1.33M -$16.1K -87 -1%
GFG
2419
Goldstone Financial Group
Illinois
$1.33M +$183K +987 +21%
CFMC
2420
Curbstone Financial Management Corp
New Hampshire
$1.33M +$53.6K +290 +5%
LRWA
2421
Long Run Wealth Advisors
New York
$1.33M -$367K -1,985 -26%
EFG
2422
Ethos Financial Group
Pennsylvania
$1.32M +$349K +1,885 +49%
RIM
2423
Redwood Investment Management
Arizona
$1.32M +$361K +1,952 +52%
UAML
2424
US Asset Management LLC
Pennsylvania
$1.32M -$60.9K -329 -5%
WP
2425
WealthPLAN Partners
Nebraska
$1.31M +$120K +649 +13%

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.