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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
SAW
2426
Signal Advisors Wealth
Michigan
$1.31M -$1.9M -10,271 -64%
TWM
2427
TCFG Wealth Management
California
$1.31M -$58.6K -317 -5%
LWM
2428
Laidlaw Wealth Management
New York
$1.3M -$88.2K -477 -8%
EL
2429
EWA LLC
Pennsylvania
$1.3M +$34.8K +188 +3%
LWM
2430
Liberty Wealth Management
California
$1.3M -$8.51K -46 -0.8%
TAM
2431
Townsend Asset Management
North Carolina
$1.3M +$370 +2 +0%
AWM
2432
AllSquare Wealth Management
New York
$1.3M
GIM
2433
Guild Investment Management
California
$1.3M
DFG
2434
Delta Financial Group
New Jersey
$1.3M -$122K -659 -11%
RH
2435
RFG Holdings
Texas
$1.3M +$79.3K +429 +8%
SWA
2436
Sax Wealth Advisors
New Jersey
$1.3M +$58.8K +318 +6%
SAM
2437
Secure Asset Management
Michigan
$1.29M +$144K +778 +16%
AIA
2438
Angeles Investment Advisors
California
$1.29M -$80.1K -433 -7%
GWMR
2439
GC Wealth Management RIA
Massachusetts
$1.29M -$326K -1,760 -24%
FWP
2440
Forefront Wealth Partners
Texas
$1.29M +$1.03M +5,548 New
SCI
2441
Stableford Capital II
Arizona
$1.29M -$15K -81 -1%
FSA
2442
Financial Security Advisor
Virginia
$1.28M +$6.29K +34 +0.6%
MAC
2443
Mason & Associates (California)
California
$1.28M +$185K +1,000 +22%
DBRC
2444
D.B. Root & Company
Pennsylvania
$1.28M +$35.3K +191 +4%
LBC
2445
Leigh Baldwin & Co
New York
$1.28M +$1.02M +5,521 New
KLCM
2446
KG&L Capital Management
Louisiana
$1.28M -$1.12M -6,030 -52%
LCWP
2447
Legacy Capital Wealth Partners
Arkansas
$1.27M -$1.02M -5,526 -50%
VCP
2448
Verus Capital Partners
Arizona
$1.27M +$29.6K +160 +3%
PM
2449
Parametrica Management
Hong Kong
$1.27M -$336K -1,814 -25%
BWG
2450
Boomfish Wealth Group
Georgia
$1.27M -$5.36K -29 -0.5%

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.