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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
SWM
1351
Sugarloaf Wealth Management
Georgia
$4.56M -$22.4K -140 -0.5%
CWM
1352
Connecticut Wealth Management
Connecticut
$4.55M -$45.2K -282 -1%
GKWIM
1353
Gerber Kawasaki Wealth & Investment Management
California
$4.54M +$1.69M +10,518 +67%
NW
1354
Naviter Wealth
Arkansas
$4.54M -$175K -1,090 -4%
SFP
1355
Shepherd Financial Partners
Massachusetts
$4.52M +$1.1M +6,839 +35%
MTWM
1356
Masso Torrence Wealth Management
New Jersey
$4.52M -$49.9K -311 -1%
AWM
1357
Avior Wealth Management
Nebraska
$4.51M -$25.8K -161 -0.6%
TPM
1358
Triasima Portfolio Management
Quebec, Canada
$4.5M +$1.85M +11,565 +80%
QPWM
1359
Quadrant Private Wealth Management
Pennsylvania
$4.5M +$2.08K +13 +0%
NL
1360
NVWM LLC
Pennsylvania
$4.48M -$48.3K -301 -1%
BIA
1361
Benchmark Investment Advisors
Illinois
$4.48M +$146K +908 +4%
OCA
1362
Otter Creek Advisors
Florida
$4.47M -$2.39M -14,890 -36%
FIA
1363
Foundations Investment Advisors
Arizona
$4.47M +$538K +3,357 +15%
CBTWT
1364
Community Bank & Trust (Waco, Texas)
Texas
$4.46M +$86.7K +541 +2%
HSA
1365
HBK Sorce Advisory
Pennsylvania
$4.46M -$55.5K -346 -1%
SPG
1366
Strategic Planning Group
Utah
$4.45M +$181K +1,130 +5%
HI
1367
Harbour Investments
Wisconsin
$4.44M -$94.3K -588 -2%
ESB
1368
Essex Savings Bank
Connecticut
$4.44M +$26.5K +165 +0.6%
FCA
1369
FinTrust Capital Advisors
South Carolina
$4.41M -$173K -1,076 -4%
PIM
1370
Parker Investment Management
California
$4.41M
MFA
1371
Mayflower Financial Advisors
Massachusetts
$4.39M -$244K -1,524 -6%
HCM
1372
Hodges Capital Management
Texas
$4.39M +$3.18M +19,860 +354%
BA
1373
BCM Advisors
Louisiana
$4.39M -$37.3M -232,876 -90%
WBC
1374
West Branch Capital
Massachusetts
$4.38M +$255K +1,588 +7%
WA
1375
Wealth Architects
California
$4.38M -$71.3K -445 -2%

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.