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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
IWS
1301
Insight Wealth Strategies
California
$5.12M +$23.2K +145 +0.5%
AWA
1302
Arete Wealth Advisors
Illinois
$5.12M -$971K -6,055 -17%
RSWM
1303
Robertson Stephens Wealth Management
California
$5.11M -$146K -909 -3%
RCM
1304
RB Capital Management
Nevada
$5.11M +$4.97K +31 +0.1%
Select Equity Group
1305
Select Equity Group
New York
$5.08M +$4.72M +29,465 New
MFG
1306
MidWestOne Financial Group
Iowa
$5.07M +$193K +1,206 +4%
CGL
1307
Clarius Group LLC
Washington
$5.04M -$119K -744 -2%
NDSI
1308
Newman Dignan & Sheerar Inc
Rhode Island
$5.04M -$250K -1,561 -5%
CSIC
1309
Clifford Swan Investment Counsel
California
$5.02M +$80.2K +500 +2%
TC
1310
Taika Capital
Florida
$5.01M -$623K -3,885 -12%
TYCC
1311
Texas Yale Capital Corp
Florida
$5.01M
AF
1312
Ally Financial
Michigan
$5M +$2.57M +16,000 +123%
SP
1313
Saranac Partners
$5M -$480K -2,995 -9%
AW
1314
Alaethes Wealth
Nevada
$4.99M -$36.9K -230 -0.8%
HIM
1315
Harbour Investment Management
Washington
$4.97M -$136K -850 -3%
DC
1316
DeDora Capital
California
$4.95M +$26.6K +166 +0.6%
AG
1317
AlTi Global
New York
$4.93M +$871K +5,430 +23%
AGM
1318
Aragon Global Management
Florida
$4.93M
CPA
1319
Capital Planning Advisors
California
$4.93M +$681K +4,250 +17%
KIM
1320
Kestra Investment Management
Texas
$4.93M +$4.58M +28,563 New
HAS
1321
HBW Advisory Services
California
$4.92M -$537K -3,349 -11%
OC
1322
Oarsman Capital
Wisconsin
$4.91M -$321 -2 -0%
BCFD
1323
Boit C.F. David
$4.91M
FBC
1324
Fairfield, Bush & Co
Connecticut
$4.89M -$96K -599 -2%
3IP
1325
3Chopt Investment Partners
Virginia
$4.87M -$39.6K -247 -0.9%

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.