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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
WFAG
3101
Worth Financial Advisory Group
North Carolina
$239K +$222K +1,385 New
MIM
3102
Montgomery Investment Management
Maryland
$238K
CSB
3103
City State Bank
Iowa
$238K +$6.41K +40 +3%
TFA
3104
Tobias Financial Advisors
Florida
$238K +$19.2K +120 +10%
BWM
3105
Birchcreek Wealth Management
Ohio
$238K -$11.5K -72 -5%
OCFG
3106
O'Connor Financial Group
Illinois
$238K +$20.5K +128 +10%
IW
3107
Instrumental Wealth
Florida
$237K +$208K +1,299 New
CAM
3108
CenterStar Asset Management
Illinois
$237K -$255K -1,588 -54%
BCM
3109
Brookmont Capital Management
Texas
$237K +$160 +1 +0.1%
VW
3110
Vance Wealth
California
$236K +$220K +1,370 New
FA
3111
FF Advisors
California
$236K -$34.5K -215 -14%
LFS
3112
Legacy Financial Strategies
Kansas
$236K +$219K +1,368 New
M1FG
3113
Mach-1 Financial Group
Arkansas
$236K +$1.12K +7 +0.5%
HKIMG
3114
Hutchens & Kramer Investment Management Group
Indiana
$236K +$226K +1,407 New
CFG
3115
Clayton Financial Group
Missouri
$235K +$219K +1,365 New
LWP
3116
LMG Wealth Partners
Louisiana
$235K
MWM
3117
Mascoma Wealth Management
New Hampshire
$235K
LFS
3118
Lutz Financial Services
Nebraska
$234K -$7.38K -46 -3%
DW30
3119
Drucker Wealth 3.0
New Jersey
$233K +$217K +1,353 New
AW
3120
Avion Wealth
Texas
$233K +$144K +896 +195%
BFO
3121
Boston Family Office
Massachusetts
$233K +$216K +1,350 New
GBWM
3122
Granite Bay Wealth Management
New Hampshire
$233K +$216K +1,350 New
WW
3123
Waterfront Wealth
Kansas
$232K +$214K +1,333 New
BAMG
3124
Brand Asset Management Group
Missouri
$232K +$13.5K +84 +7%
SFB
3125
STAR Financial Bank
Indiana
$231K -$79.8K -498 -27%

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.