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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
IWA
1051
Icon Wealth Advisors
Texas
$8.53M -$72.4M -451,539 -90%
BWG
1052
Berry Wealth Group
Texas
$8.51M -$619K -3,864 -7%
TC
1053
Truvestments Capital
Florida
$8.5M +$302K +1,882 +4%
ISWM
1054
Independent Solutions Wealth Management
New York
$8.48M -$442K -2,754 -5%
WC
1055
Waterloo Capital
Texas
$8.44M -$1.09M -6,807 -12%
SIA
1056
Strategic Investment Advisors
Michigan
$8.4M +$169K +1,057 +2%
AG
1057
Ascent Group
Virginia
$8.39M -$209K -1,306 -3%
TCWA
1058
Turtle Creek Wealth Advisors
Texas
$8.39M +$183K +1,142 +2%
FHA
1059
Flagship Harbor Advisors
Massachusetts
$8.35M -$305K -1,903 -4%
TAM
1060
Trust Asset Management
Texas
$8.35M
RPC
1061
Rossmore Private Capital
Connecticut
$8.31M -$20.2K -126 -0.3%
WP
1062
Westmount Partners
California
$8.3M +$555K +3,459 +8%
MAM
1063
Mystic Asset Management
Rhode Island
$8.29M -$84.2K -525 -1%
BOSSRA
1064
B.O.S.S. Retirement Advisors
Utah
$8.26M +$7.68M +47,907 New
EWM
1065
Evercore Wealth Management
New York
$8.25M +$85K +530 +1%
OHIS
1066
Oak Harvest Investment Services
Texas
$8.22M -$7.34M -45,774 -49%
TAMH
1067
Taikang Asset Management (HK)
Hong Kong
$8.22M +$5.84M +36,444 +325%
MPPLM
1068
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$8.19M +$515K +3,212 +7%
FCM
1069
Fortis Capital Management
Washington
$8.18M +$869K +5,422 +13%
BCWM
1070
Bartlett & Co Wealth Management
Ohio
$8.17M -$597K -3,723 -7%
RIL
1071
Rothschild Investment LLC
Illinois
$8.17M +$169K +1,056 +2%
SH
1072
SeaTown Holdings
Singapore
$8.17M -$2.29M -14,302 -23%
MGIA
1073
Moneta Group Investment Advisors
Missouri
$8.16M -$63.7M -397,528 -89%
KI
1074
Keystone Investors
Singapore
$8.14M +$1.06M +6,635 +16%
HCS
1075
Himension Capital (Singapore)
Singapore
$8.12M -$43.8M -273,288 -85%

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.