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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
SWP
876
Strategic Wealth Partners
Ohio
$12.6M +$387K +2,417 +3%
SS
877
Sunbelt Securities
Texas
$12.6M +$361K +2,251 +3%
FBT
878
First Bankers Trust
Kentucky
$12.6M -$348K -2,169 -3%
GH
879
GAM Holding
Switzerland
$12.4M +$1.21M +7,557 +12%
RCW
880
Rheos Capital Works
Japan
$12.4M +$3.21M +20,000 +38%
VWA
881
Visionary Wealth Advisors
Illinois
$12.4M -$1.35M -8,448 -11%
SIC
882
SFE Investment Counsel
California
$12.3M -$605K -3,771 -5%
FCM
883
Fogel Capital Management
Florida
$12.3M -$406K -2,531 -3%
IWM
884
IHT Wealth Management
Illinois
$12.3M +$607K +3,784 +6%
PA
885
Parallel Advisors
California
$12.2M +$357K +2,228 +3%
SSWM
886
Smith Salley Wealth Management
North Carolina
$12.1M +$711K +4,434 +7%
RFC
887
Regions Financial Corp
Alabama
$12.1M +$453K +2,828 +4%
GIM
888
Goelzer Investment Management
Indiana
$12.1M +$6.57K +41 +0.1%
CCS
889
Concentric Capital Strategies
Connecticut
$12.1M -$11.3M -70,450 -50%
JAG
890
Journey Advisory Group
Kentucky
$12.1M -$10.9M -68,213 -90%
RWB
891
RMR Wealth Builders
New Jersey
$12M -$60.3K -376 -0.5%
LOAME
892
Lombard Odier Asset Management (Europe)
United Kingdom
$12M -$260K -1,619 -2%
CCP
893
Clough Capital Partners
Massachusetts
$12M +$301K +1,877 +3%
LC
894
Lindbrook Capital
California
$11.9M +$40.9K +255 +0.4%
NFG
895
Nations Financial Group
Iowa
$11.9M +$1.55M +9,680 +16%
VHAM
896
Van Hulzen Asset Management
California
$11.9M -$3.78M -23,603 -25%
CAM
897
Columbia Asset Management
Michigan
$11.9M -$725K -4,522 -6%
EIA
898
Eastover Investment Advisors
North Carolina
$11.9M -$2.55M -15,877 -19%
FNBOMD
899
First National Bank of Mount Dora
Florida
$11.9M +$124K +773 +1%
PAG
900
Private Advisory Group
Washington
$11.9M +$7.06M +44,039 +178%

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.