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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
LFAS
701
Level Four Advisory Services
Texas
$20.4M -$265K -1,654 -1%
DF
702
DNCA Finance
France
$20.3M +$7.28M +45,400 +63%
IWC
703
Integrated Wealth Concepts
Massachusetts
$20.3M +$900K +5,611 +5%
CG
704
Caprock Group
Idaho
$20.3M +$854K +5,328 +5%
FVWA
705
Foster Victor Wealth Advisors
South Carolina
$20.1M -$134M -835,121 -89%
CIA
706
Concurrent Investment Advisors
Florida
$20.1M +$811K +5,060 +5%
PJSIMP
707
P.J. Schmidt Investment Management (PJS)
Wisconsin
$20.1M -$233K -1,451 -1%
BCMO
708
Buckingham Capital Management (Ohio)
Ohio
$20M -$1.72M -10,699 -8%
WBC
709
Westpac Banking Corp
Australia
$19.9M +$2.79M +17,434 +18%
MC
710
Miramar Capital
Illinois
$19.8M -$722K -4,503 -4%
DSC
711
Duncker Streett & Co
Missouri
$19.8M -$295K -1,838 -2%
JC
712
JB Capital
Connecticut
$19.8M -$275K -1,715 -1%
NTIC
713
Napean Trading & Investment Company
Singapore
$19.7M +$10M +62,545 +121%
SDIC
714
South Dakota Investment Council
South Dakota
$19.6M +$513K +3,200 +3%
TFS
715
Thoroughbred Financial Services
Tennessee
$19.6M -$103K -645 -0.6%
WF
716
Welch & Forbes
Massachusetts
$19.6M +$8.31M +51,830 +84%
JMFC
717
J.M. Forbes & Co
Massachusetts
$19.6M -$200K -1,250 -1%
CIG
718
Consolidated Investment Group
Colorado
$19.6M
LMIM
719
Lockheed Martin Investment Management
Maryland
$19.5M +$7.13M +44,456 +65%
NP
720
Nilsine Partners
Colorado
$19.5M -$347K -2,162 -2%
ERWM
721
Elk River Wealth Management
Colorado
$19.5M +$242K +1,512 +1%
SAM
722
Sycomore Asset Management
France
$19.2M +$1.08M +6,762 +7%
SLI
723
Sumitomo Life Insurance
Japan
$19.2M +$2.37M +14,773 +15%
CM
724
Caption Management
Oklahoma
$19.1M +$17.8M +110,800 New
ATPW
725
Ashton Thomas Private Wealth
Arizona
$19.1M -$90.9K -567 -0.5%

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.