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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
RDWM
2551
Red Door Wealth Management
Tennessee
$600K -$160 -1 -0%
TWA
2552
Tandem Wealth Advisors
Arizona
$599K -$15.6K -97 -3%
CIM
2553
Contravisory Investment Management
Massachusetts
$592K +$1.6K +10 +0.3%
TCPG
2554
Trivant Custom Portfolio Group
California
$590K -$16K -100 -3%
DIA
2555
Dean Investment Associates
Ohio
$588K -$51.3K -320 -9%
CAC
2556
Certified Advisory Corp
Florida
$588K +$43.3K +270 +9%
MAA
2557
Mraz Amerine & Associates
California
$587K +$16K +100 +3%
CG
2558
Carlyle Group
District of Columbia
$586K -$666K -4,153 -55%
BCG
2559
BayBridge Capital Group
California
$586K +$39.6K +247 +8%
AGA
2560
Arkos Global Advisors
Texas
$585K -$122K -759 -18%
LGG
2561
Luts & Greenleigh Group
Maryland
$585K +$117K +729 +27%
KHCM
2562
Kirtland Hills Capital Management
Ohio
$584K +$63K +393 +13%
JWS
2563
Juncture Wealth Strategies
Arizona
$583K -$1.6K -10 -0.3%
IRC
2564
Investors Research Corp
Georgia
$583K
SHFA
2565
SC&H Financial Advisors
Maryland
$582K +$160K +995 +42%
EC
2566
EntryPoint Capital
New York
$581K +$540K +3,371 New
CF
2567
Clarity Financial
Texas
$581K -$11.5K -72 -2%
WAM
2568
Wallington Asset Management
Indiana
$580K +$325K +2,030 +153%
E3F
2569
Eight 31 Financial
Texas
$578K -$75.3K -470 -12%
JTWM
2570
Jackson Thornton Wealth Management
Alabama
$577K -$25K -156 -4%
MIA
2571
MeadowBrook Investment Advisors
Michigan
$576K +$168K +1,050 +46%
RIG
2572
RiverFront Investment Group
Virginia
$576K -$2.24M -13,963 -81%
OAS
2573
Optivise Advisory Services
Tennessee
$575K +$53.4K +333 +11%
B
2574
Barings
North Carolina
$575K -$112K -699 -17%
WCFA
2575
Walkner Condon Financial Advisors
Wisconsin
$574K -$7.05K -44 -1%

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.