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Broadcom

3,409 hedge funds and large institutions have $606B invested in Broadcom in 2024 Q3 according to their latest regulatory filings, with 317 funds opening new positions, 1,534 increasing their positions, 1,314 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 317 | Existing positions closed: 135

17% more repeat investments, than reductions

Existing positions increased: 1,534 | Existing positions reduced: 1,314

8% more capital invested

Capital invested by funds: $562B → $606B (+$44.1B)

4% more funds holding

Funds holding: 3,2713,409 (+138)

0% less funds holding in top 10

Funds holding in top 10: 559558 (-1)

2% less call options, than puts

Call options by funds: $17.2B | Put options by funds: $17.5B

695.86% less ownership

Funds ownership: 771.27%75.41% (-696%)

Holders
3,409
Holders Change
+138
Holders Change %
+4.22%
% of All Funds
48.94%
Holding in Top 10
558
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.18%
% of All Funds
8.01%
New
317
Increased
1,534
Reduced
1,314
Closed
135
Calls
$17.2B
Puts
$17.5B
Net Calls
-$386M
Net Calls Change
+$896M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
2501
Truepoint Inc
Ohio
$652K +$266K +1,662 +78%
FFO
2502
Fortitude Family Office
Arizona
$652K +$77K +480 +15%
CCA
2503
Catalyst Capital Advisors
New York
$652K -$114K -712 -16%
TC
2504
Tejara Capital
United Kingdom
$650K +$604K +3,769 New
ODG
2505
O'Dell Group
Ohio
$649K +$32.5K +203 +6%
HIC
2506
Hartline Investment Corp
Illinois
$648K +$641 +4 +0.1%
WWC
2507
Waypoint Wealth Counsel
Georgia
$647K +$173K +1,081 +40%
RIM
2508
Redwood Investment Management
Arizona
$647K -$832K -5,192 -58%
ECM
2509
Elgethun Capital Management
South Dakota
$647K
KA
2510
Kozak & Associates
Colorado
$646K +$3.37K +21 +0.6%
CWG
2511
Crown Wealth Group
North Carolina
$645K -$220K -1,373 -27%
KBFS
2512
Kohmann Bosshard Financial Services
Ohio
$643K -$321 -2 -0.1%
DFA
2513
DHJJ Financial Advisors
Illinois
$642K
FMN
2514
Financial Management Network
California
$641K +$4.49K +28 +0.8%
FZCM
2515
Flynn Zito Capital Management
New York
$638K +$4.97K +31 +0.8%
CA
2516
Cannon Advisors
North Carolina
$638K +$593K +3,696 New
GA
2517
Goldstein Advisors
Wisconsin
$635K +$167K +1,043 +40%
LAM
2518
Lakewood Asset Management
Illinois
$635K +$80.5K +502 +16%
IF
2519
Insight Folios
North Carolina
$634K -$21.5K -134 -4%
BBNA
2520
Bremer Bank National Association
Minnesota
$634K -$85.9K -536 -13%
MTIC
2521
Missouri Trust & Investment Company
Missouri
$631K -$3.21K -20 -0.5%
VCM
2522
Vivaldi Capital Management
Illinois
$630K +$47K +293 +9%
FP
2523
Foundry Partners
Minnesota
$630K -$40.1K -250 -6%
FWM
2524
Finer Wealth Management
Massachusetts
$630K -$4.81K -30 -0.8%
RFA
2525
Register Financial Advisors
Georgia
$629K +$15.4K +96 +3%

AVGO Hedge Fund Activity: Q3 2024 in Review

3,409 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q3 2024, worth a combined $606B — up 7.9% from $562B a quarter earlier.

Buyers outnumbered sellers: 317 funds opened new AVGO positions and 135 closed out — a net gain of 182 holders — while 1,534 added to existing stakes and 1,314 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.26B. The largest seller was Bank of Nova Scotia, cutting an estimated $7.93B.

  • 3,409 institutional investors held Broadcom (AVGO) as of Q3 2024, up from 3,271 in Q2 2024.
  • Funds reported $606B of Broadcom stock for Q3 2024, up 7.9% quarter-over-quarter.
  • 317 funds opened new Broadcom positions in Q3 2024 and 135 closed out, a net change of +182 holders.
  • The largest Broadcom buyer in Q3 2024 was Vanguard Group, an estimated $3.26B added.
  • The largest Broadcom seller in Q3 2024 was Bank of Nova Scotia, an estimated $7.93B sold.

Based on aggregated 13F filings for Q3 2024.