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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
WWM
3151
Wiser Wealth Management
Georgia
$221K +$205K +1,279 New
BWIA
3152
Bryant Woods Investment Advisors
New York
$219K +$204K +1,272 New
RK
3153
Rather & Kittrell
Tennessee
$219K +$204K +1,271 New
MWM
3154
Mosley Wealth Management
California
$219K +$195K +1,218 New
PHAM
3155
Palisades Hudson Asset Management
Florida
$219K
IA
3156
Inspire Advisors
Idaho
$219K -$6.41K -40 -3%
OPPS
3157
Obsidian Personal Planning Solutions
Maryland
$219K -$17.8K -111 -8%
DR
3158
Davis Rea
Ontario, Canada
$219K +$203K +1,267 New
YWS
3159
Yarger Wealth Strategies
Ohio
$216K +$201K +1,254 New
W
3160
WPWealth
Texas
$216K -$2.89K -18 -1%
FPGK
3161
Financial Partners Group (Kansas)
Kansas
$216K +$201K +1,251 New
WWP
3162
WR Wealth Planners
Missouri
$216K +$6.41K +40 +3%
1CP
3163
17 Capital Partners
Arizona
$216K +$200K +1,250 New
CWMS
3164
Cannon Wealth Management Services
North Carolina
$216K +$200K +1,250 New
MWP
3165
Meredith Wealth Planning
Illinois
$216K +$200K +1,250 New
AWM
3166
Altus Wealth Management
Kentucky
$215K +$200K +1,249 New
AIP
3167
Almanack Investment Partners
Pennsylvania
$215K +$200K +1,248 New
VBA
3168
von Borstel & Associates
Oregon
$215K +$200K +1,250 New
JPLA
3169
Joseph P. Lucia & Associates
New York
$213K +$198K +1,236 New
WHCI
3170
W.H. Cornerstone Investments
Massachusetts
$213K +$198K +1,238 New
Betterment LLC
3171
Betterment LLC
New York
$212K +$197K +1,231 New
CWM
3172
Cabot Wealth Management
Massachusetts
$212K +$197K +1,228 New
MFC
3173
Morris Financial Concepts
South Carolina
$211K +$196K +1,222 New
VC
3174
Veery Capital
Delaware
$211K +$196K +1,221 New
WFPG
3175
Waller Financial Planning Group
Ohio
$210K +$195K +1,219 New

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.