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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
MWA
2526
Motive Wealth Advisors
Michigan
$628K -$564K -3,519 -90%
FCAS
2527
First Command Advisory Services
Texas
$627K +$1.12K +7 +0.2%
GPA
2528
Guidance Point Advisors
Massachusetts
$627K -$50.2K -313 -8%
GSIAS
2529
Garden State Investment Advisory Services
New Jersey
$627K +$23.7K +148 +4%
CP
2530
Capital Planning
Washington
$625K +$19.9K +124 +4%
EWA
2531
Evolution Wealth Advisors
Florida
$625K +$334K +2,083 +135%
FWI
2532
Facet Wealth Inc
Maryland
$625K -$2.8M -17,442 -83%
BP
2533
BWM Planning
Texas
$623K +$579K +3,613 New
CWM
2534
Cherrydale Wealth Management
New Jersey
$621K +$9.62K +60 +2%
GJIA
2535
Glass Jacobson Investment Advisors
Maryland
$620K +$2.56K +16 +0.4%
WA
2536
WBH Advisory
Maryland
$616K +$3.85K +24 +0.7%
OAM
2537
Occidental Asset Management
California
$616K +$144K +901 +34%
IPAM
2538
Investment Partners Asset Management
New Jersey
$616K -$8.02K -50 -1%
BSSFA
2539
Baron Silver Stevens Financial Advisors
Florida
$616K +$31.9K +199 +6%
AA
2540
Axiom Advisory
California
$616K -$68.3K -426 -11%
LFG
2541
Lockerman Financial Group
California
$614K +$49.7K +310 +10%
RFG
2542
Range Financial Group
Oregon
$613K -$1M -6,265 -64%
PMFA
2543
Plante Moran Financial Advisors
Michigan
$613K -$93.9K -586 -14%
MLA
2544
My Legacy Advisors
Oregon
$612K -$57.7K -360 -9%
WC
2545
Weil Company
California
$612K +$569K +3,550 New
VAM
2546
Vienna Asset Management
California
$612K -$120K -751 -17%
WWM
2547
WJ Wealth Management
Arizona
$608K +$264K +1,646 +88%
EBT
2548
Enterprise Bank & Trust
Massachusetts
$608K -$12K -75 -2%
HA
2549
Harbor Advisors
Florida
$604K
SCA
2550
Sandy Cove Advisors
Massachusetts
$602K +$33.8K +211 +6%

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.