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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
HWAM
826
Hennion & Walsh Asset Management
New Jersey
$14.5M +$2.01M +12,545 +17%
GC
827
Grimes & Company
Massachusetts
$14.5M -$336K -2,096 -2%
MCM
828
Marsico Capital Management
Colorado
$14.4M +$13.4M +83,584 New
KM
829
KP Management
Minnesota
$14.4M -$1.04M -6,500 -7%
CF
830
Centaurus Financial
California
$14.3M +$1.97M +12,318 +17%
FTWA
831
Fifth Third Wealth Advisors
Ohio
$14.2M +$2.62M +16,345 +25%
RIM
832
Reliant Investment Management
Tennessee
$14.1M +$79.4K +495 +0.6%
CCM
833
Coldstream Capital Management
Washington
$14.1M +$2.48M +15,451 +23%
MOS
834
MGO One Seven
Ohio
$14.1M +$2.72M +16,991 +26%
BIM
835
Baldwin Investment Management
Pennsylvania
$14M -$145K -902 -1%
GRP
836
Global Retirement Partners
California
$14M +$254K +1,586 +2%
RWM
837
Ritholtz Wealth Management
New York
$14M +$605K +3,776 +5%
NS
838
NBC Securities
Alabama
$14M -$617K -3,846 -5%
BCP
839
BSN Capital Partners
United Kingdom
$14M +$13.1M +81,563 New
LBC
840
Lowe Brockenbrough & Co
Virginia
$14M -$8.12M -50,678 -38%
BBWA
841
Bell & Brown Wealth Advisors
California
$14M -$85.4K -533 -0.7%
CC
842
Centiva Capital
New York
$14M +$12.7M +79,345 +5,186%
CAM
843
Congress Asset Management
Massachusetts
$13.9M -$4.72M -29,441 -27%
FRA
844
Frank Rimerman Advisors
California
$13.9M -$2.73M -16,999 -17%
TIP
845
Torray Investment Partners
Maryland
$13.9M +$576K +3,592 +5%
EWA
846
EverSource Wealth Advisors
Alabama
$13.9M -$117M -731,791 -90%
KFBMI
847
Kentucky Farm Bureau Mutual Insurance
Kentucky
$13.8M
KOCAA
848
Knights of Columbus Asset Advisors
Connecticut
$13.8M -$994K -6,198 -7%
A
849
AustralianSuper
Australia
$13.8M +$9.18M +57,271 +254%
UOC
850
UBS O'Connor
Illinois
$13.7M -$7.1M -44,302 -36%

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.