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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
SIC
1476
Shoker Investment Counsel
Ohio
$3.7M +$3.44M +21,431 New
FWC
1477
First Washington Corp
Washington
$3.69M +$3.43M +21,386 New
SNB
1478
Security National Bank
Nebraska
$3.69M -$4.65K -29 -0.1%
LCM
1479
Leisure Capital Management
California
$3.67M -$133K -832 -4%
PP
1480
PDS Planning
Ohio
$3.65M +$210K +1,312 +7%
ZF
1481
Zhang Financial
Michigan
$3.65M -$190K -1,185 -5%
FCMA
1482
Foresight Capital Management Advisors
Michigan
$3.65M -$2.61M -16,288 -44%
PP
1483
Patten & Patten
Tennessee
$3.65M +$132K +825 +4%
FMTCOCP
1484
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.65M -$370K -2,307 -10%
LI
1485
LRI Investments
Florida
$3.64M +$81.4K +508 +2%
TSWM
1486
Triangle Securities Wealth Management
North Carolina
$3.64M +$60.9K +380 +2%
VCM
1487
Violich Capital Management
California
$3.64M +$28.9K +180 +0.9%
MW
1488
Marcum Wealth
Ohio
$3.62M -$24.2K -151 -0.7%
MWM
1489
Modern Wealth Management
Kansas
$3.61M +$255K +1,591 +8%
NWM
1490
Napa Wealth Management
California
$3.61M +$3.36M +20,946 New
HTC
1491
Haverford Trust Company
Pennsylvania
$3.61M +$85K +530 +3%
CCM
1492
Consolidated Capital Management
California
$3.61M -$5.93M -37,015 -64%
FC
1493
Forte Capital
New York
$3.61M +$6.57K +41 +0.2%
LWCFA
1494
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.6M -$31.9M -199,004 -90%
VNA
1495
Valley National Advisers
Pennsylvania
$3.59M +$1.47M +9,193 +79%
LA
1496
Lifeworks Advisors
Michigan
$3.59M +$720K +4,488 +27%
AWE
1497
Avidian Wealth Enterprises
Texas
$3.59M +$106K +661 +3%
MAM
1498
Mirabaud Asset Management
United Kingdom
$3.59M +$30.1K +188 +0.9%
MBT
1499
Montecito Bank & Trust
California
$3.59M +$632K +3,943 +23%
PA
1500
Paragon Advisors
Texas
$3.54M -$1.44K -9 -0%

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.