We are live on ! Find out more
AVGO icon

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
KFA
3201
Kelleher Financial Advisors
New York
$204K +$189K +1,180 New
BF
3202
Brogan Financial
Tennessee
$203K +$189K +1,176 New
PIP
3203
Peachtree Investment Partners
Florida
$203K +$189K +1,176 New
SWA
3204
Strata Wealth Advisors
Texas
$202K +$188K +1,172 New
ITIM
3205
Indiana Trust & Investment Management
Indiana
$202K +$103K +640 +121%
SCM
3206
Sebold Capital Management
Illinois
$201K -$62K -387 -25%
PWMG
3207
Private Wealth Management Group
New Jersey
$200K +$321 +2 +0.2%
ICM
3208
Innovator Capital Management
Illinois
$200K +$186K +1,162 New
BB
3209
Burford Brothers
Texas
$200K +$186K +1,160 New
FNFDCM
3210
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$200K +$186K +1,160 New
WIM
3211
Waycross Investment Management
Washington
$200K +$186K +1,160 New
WAOI
3212
Wealth Advisors of Iowa
Iowa
$200K +$186K +1,160 New
MCP
3213
Martin Capital Partners
Oregon
$200K -$46.3K -289 -20%
TCOK
3214
Trust Company of Kansas
Kansas
$200K +$186K +1,160 New
FUBT
3215
First United Bank & Trust
Maryland
$198K -$83.4K -520 -31%
TF
3216
Tompkins Financial
New York
$198K
GFPC
3217
Global Financial Private Client
Florida
$198K +$81.8K +510 +80%
SC
3218
Solstein Capital
California
$193K
DJSG
3219
D.J. St. Germain
Massachusetts
$190K
AFS
3220
Annapolis Financial Services
Maryland
$190K +$1.44K +9 +0.8%
CPG
3221
Cornerstone Planning Group
New Jersey
$185K -$1.5M -9,367 -90%
QL
3222
Quarry LP
New York
$183K -$172K -1,072 -50%
LD
3223
Lipe & Dalton
New York
$181K
EWP
3224
Elevation Wealth Partners
California
$179K
T
3225
Tidemark
California
$178K +$9.62K +60 +6%

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.