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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
FWM
2826
FMB Wealth Management
California
$391K +$7.54K +47 +2%
FWM
2827
Fonville Wealth Management
Virginia
$390K +$363K +2,264 New
LWM
2828
LongView Wealth Management
Georgia
$390K -$12.5K -78 -3%
AAG
2829
Armstrong Advisory Group
Massachusetts
$390K -$28.5K -178 -7%
TFM
2830
TFC Financial Management
Massachusetts
$389K +$148K +923 +69%
ABLA
2831
Alan B. Lancz & Associates
Ohio
$388K -$17.6K -110 -5%
AGA
2832
Accuvest Global Advisors
Utah
$388K +$361K +2,249 New
SHFP
2833
Second Half Financial Partners
Florida
$388K +$92.5K +577 +35%
EHC
2834
Everett Harris & Co
California
$387K -$4.33K -27 -1%
ORC
2835
O'Rourke & Company
Massachusetts
$387K +$24.4K +152 +7%
CIAS
2836
CBIZ Investment Advisory Services
Ohio
$386K -$802 -5 -0.2%
MFG
2837
Midwest Financial Group
Kansas
$384K +$64.6K +403 +22%
NFP
2838
Narus Financial Partners
Utah
$383K +$6.41K +40 +2%
AWA
2839
Acorn Wealth Advisors
Michigan
$383K +$91.2K +569 +34%
OWA
2840
Opal Wealth Advisors
New York
$382K -$62K -387 -15%
MKC
2841
M. Kraus & Co
Vermont
$382K -$89.5K -558 -20%
SAM
2842
Stansberry Asset Management
Texas
$381K -$27.3K -170 -7%
YWM
2843
Yoder Wealth Management
California
$381K +$19.1K +119 +6%
FBB
2844
Fulton Breakefield Broenniman
Maryland
$380K
HI
2845
Hudock Inc
Pennsylvania
$379K +$57.6K +359 +20%
CFG
2846
Copley Financial Group
California
$379K +$352K +2,198 New
PSCM
2847
Per Stirling Capital Management
Texas
$375K -$317K -1,975 -48%
WJA
2848
Willis Johnson & Associates
Texas
$375K -$18.9K -118 -5%
TSWM
2849
Tyler-Stone Wealth Management
Ohio
$373K +$223K +1,391 +181%
CA
2850
CapWealth Advisors
Tennessee
$372K -$802 -5 -0.2%

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.