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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
CWP
2626
Curated Wealth Partners
California
$525K +$321 +2 +0.1%
PFS
2627
Prospect Financial Services
New York
$525K +$488K +3,042 New
HCMG
2628
Howard Capital Management Group
California
$524K +$277K +1,729 +132%
RWA
2629
Rooted Wealth Advisors
Illinois
$524K -$3.1M -19,316 -87%
AIM
2630
Acropolis Investment Management
Missouri
$524K +$37.8K +236 +8%
GHA
2631
Granite Harbor Advisors
Texas
$523K +$64.6K +403 +15%
I
2632
INVST
Indiana
$522K +$13.5K +84 +3%
YCG
2633
Yeomans Consulting Group
Georgia
$521K +$167K +1,041 +53%
MHC
2634
Meyer Handelman Company
New York
$520K +$2.24K +14 +0.5%
KWS
2635
Keystone Wealth Services
California
$520K +$258K +1,612 +115%
ES
2636
Eagle Strategies
New York
$518K -$30.1K -188 -6%
OBGC
2637
O'Brien Greene & Co
Pennsylvania
$518K -$191K -1,190 -28%
FSA
2638
Financial Sense Advisors
California
$518K
SPI
2639
Sutton Place Investors
New York
$512K +$57.4K +358 +14%
IPW
2640
Invictus Private Wealth
Colorado
$512K -$11.9K -74 -2%
CAM
2641
Campion Asset Management
Virginia
$509K -$40.1K -250 -8%
CFP
2642
Cascade Financial Partners
California
$508K +$24.4K +152 +6%
ONST
2643
Old North State Trust
North Carolina
$507K +$193K +1,201 +69%
HFA
2644
High Falls Advisors
New York
$507K +$86.4K +539 +22%
CCM
2645
Crew Capital Management
Ohio
$507K -$80.5K -502 -15%
FEM
2646
Fulcrum Equity Management
Texas
$505K -$736K -4,591 -61%
WW
2647
Westshore Wealth
California
$505K -$8.5K -53 -2%
WAM
2648
Walker Asset Management
Missouri
$504K +$2.24K +14 +0.5%
AP
2649
Adero Partners
California
$504K +$39K +243 +9%
VAMG
2650
Voisard Asset Management Group
Michigan
$504K +$9.62K +60 +2%

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.