We are live on ! Find out more
AVGO icon

Broadcom
AVGO

3,066 hedge funds and large institutions have $466B invested in Broadcom in 2024 Q1 according to their latest regulatory filings, with 337 funds opening new positions, 1,167 increasing their positions, 1,255 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 337 | Existing positions closed: 106

15% more capital invested

Capital invested by funds: $406B → $466B (+$60.6B)

13% more funds holding in top 10

Funds holding in top 10: 403 → 456 (+53)

7% more funds holding

Funds holding: 2,874 → 3,066 (+192)

7% less repeat investments, than reductions

Existing positions increased: 1,167 | Existing positions reduced: 1,255

8% less call options, than puts

Call options by funds: $14.3B | Put options by funds: $15.6B

16.17% less ownership

Funds ownership: 777.52% → 761.35% (-16%)

Holders
3,066
Holders Change
+192
Holders Change %
+6.68%
% of All Funds
44.16%
Holding in Top 10
456
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+13.15%
% of All Funds
6.57%
New
337
Increased
1,167
Reduced
1,255
Closed
106
Calls
$14.3B
Puts
$15.6B
Net Calls
-$1.32B
Net Calls Change
+$3.34B

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.89B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.61B
3
Jennison Associates
Jennison Associates
New York
+$1.57B
4
GQG Partners
GQG Partners
Florida
+$1.22B
5
Franklin Resources
Franklin Resources
California
+$870M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.96B
2
Capital International Investors
Capital International Investors
California
-$2.89B
3
Charles Schwab
Charles Schwab
California
-$2.76B
4
Swedbank
Swedbank
Sweden
-$2.71B
5
Capital World Investors
Capital World Investors
California
-$2.41B
Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1426
Forte Capital
New York
$2.8M -$29.7K -240 -1%
CG
1427
Castellan Group
Kentucky
$2.79M -$1.14M -9,220 -30%
CV
1428
Counterweight Ventures
North Carolina
$2.79M -$472K -3,810 -15%
ORG
1429
Optimist Retirement Group
Washington
$2.79M -$978K -7,890 -27%
TSWM
1430
Triangle Securities Wealth Management
North Carolina
$2.79M -$68.1K -550 -3%
HA
1431
HHLR Advisors
Cayman Islands
$2.78M +$2.6M +21,000 New
WPW
1432
Waldron Private Wealth
Pennsylvania
$2.78M +$86.7K +700 +3%
VCM
1433
Violich Capital Management
California
$2.77M +$167K +1,350 +7%
CFA
1434
Camarda Financial Advisors
Florida
$2.77M -$212K -1,710 -8%
PWPS
1435
Pinnacle Wealth Planning Services
Ohio
$2.76M +$311K +2,510 +14%
OIM
1436
Orca Investment Management
Oregon
$2.76M -$107K -860 -4%
BCM
1437
Bayesian Capital Management
New York
$2.75M +$2.57M +20,740 New
CFS
1438
CRA Financial Services
New Jersey
$2.75M -$52K -420 -2%
PWC
1439
PYA Waltman Capital
Tennessee
$2.74M +$28.5K +230 +1%
EAMA
1440
EFG Asset Management (Americas)
Florida
$2.74M -$755K -6,090 -23%
WAM
1441
Worth Asset Management
Texas
$2.73M +$2.55M +20,610 New
IAS
1442
Insigneo Advisory Services
Florida
$2.73M +$487K +3,930 +24%
WFG
1443
Wills Financial Group
Virginia
$2.72M -$538K -4,340 -17%
PP
1444
Paloma Partners
Connecticut
$2.72M +$2.5M +20,180 +5,454%
AA
1445
Altman Advisors
Illinois
$2.72M -$1.33M -10,760 -35%
PA
1446
Probity Advisors
Texas
$2.72M -$207K -1,670 -8%
SMH
1447
Sanders Morris Harris
Texas
$2.7M – – –
AIA
1448
Alternative Investment Advisors
Florida
$2.7M -$1.83M -14,760 -43%
FI
1449
Financial Insights
Washington
$2.68M +$59.5K +480 +2%
AIC
1450
Archer Investment Corporation
Indiana
$2.68M +$43.4K +350 +2%
56 57
58
59 60

AVGO Hedge Fund Activity: Q1 2024 in Review

3,066 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2024, worth a combined $466B — up 15% from $406B a quarter earlier.

Buyers outnumbered sellers: 337 funds opened new AVGO positions and 106 closed out — a net gain of 231 holders — while 1,167 added to existing stakes and 1,255 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.89B. The largest seller was Morgan Stanley, cutting an estimated $7.96B.

  • 3,066 institutional investors held Broadcom (AVGO) as of Q1 2024, up from 2,874 in Q4 2023.
  • Funds reported $466B of Broadcom stock for Q1 2024, up 15% quarter-over-quarter.
  • 337 funds opened new Broadcom positions in Q1 2024 and 106 closed out, a net change of +231 holders.
  • The largest Broadcom buyer in Q1 2024 was Fidelity Investments, an estimated $1.89B added.
  • The largest Broadcom seller in Q1 2024 was Morgan Stanley, an estimated $7.96B sold.

Based on aggregated 13F filings for Q1 2024.