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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
EFM
1426
Eley Financial Management
Vermont
$4.03M -$1.42M -8,853 -27%
JWM
1427
Jupiter Wealth Management
Colorado
$4.02M -$35.7M -222,899 -91%
PWPS
1428
Pinnacle Wealth Planning Services
Ohio
$4.01M +$152K +950 +4%
BCA
1429
Bay Colony Advisors
Massachusetts
$4M +$1.59M +9,892 +74%
AI
1430
Axecap Investments
Ohio
$4M +$3.72M +23,173 New
LWA
1431
Lineweaver Wealth Advisors
Ohio
$3.99M +$238K +1,485 +7%
CB
1432
Centennial Bank
Arkansas
$3.99M -$419K -2,613 -10%
NC
1433
NovaPoint Capital
Georgia
$3.98M +$3.11M +19,397 +526%
WSCM
1434
Wellington Shields Capital Management
New York
$3.98M +$6.25K +39 +0.2%
LSA
1435
Leonteq Securities AG
Switzerland
$3.98M -$39.9K -249 -1%
CA
1436
CWC Advisors
Oregon
$3.96M +$3.68M +22,968 New
CFS
1437
CRA Financial Services
New Jersey
$3.96M +$136K +850 +4%
ACM
1438
Aljian Capital Management
Nevada
$3.96M +$3.68M +22,946 New
FIC
1439
FCG Investment Company
Tennessee
$3.95M -$336K -2,098 -8%
TCOV
1440
Trust Company of Vermont
Vermont
$3.93M +$216K +1,350 +6%
PWA
1441
Providence Wealth Advisors
Illinois
$3.93M +$36.9K +230 +1%
LWAM
1442
Legacy Wealth Asset Management
Minnesota
$3.92M -$6.25K -39 -0.2%
LBWM
1443
Left Brain Wealth Management
Illinois
$3.92M -$1.92K -12 -0.1%
TFF
1444
The Family Firm
Maryland
$3.91M +$2.56M +15,987 +240%
TIA
1445
Trust Investment Advisors
Indiana
$3.9M -$492K -3,069 -12%
SQA
1446
Simon Quick Advisors
New Jersey
$3.9M +$580K +3,616 +19%
IIA
1447
IPG Investment Advisors
California
$3.89M +$3.29M +20,535 +1,012%
IA
1448
IAM Advisory
Pennsylvania
$3.89M -$159K -990 -4%
BA
1449
Birinyi Associates
Connecticut
$3.88M -$2.24K -14 -0.1%
CVA
1450
Central Valley Advisors
California
$3.88M +$23.7K +148 +0.7%

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.