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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
LFA
1676
Legacy Financial Advisors
Kentucky
$2.61M +$5.77K +36 +0.2%
MA
1677
MONECO Advisors
Connecticut
$2.6M +$44.2K +276 +2%
IF
1678
Intrua Financial
Texas
$2.6M -$22.1K -138 -0.9%
ACM
1679
Advent Capital Management
New York
$2.59M +$2.4M +15,000 New
WCBA
1680
Weaver C. Barksdale & Associates
Tennessee
$2.57M -$92.8K -579 -4%
CCA
1681
Childress Capital Advisors
Texas
$2.57M +$175K +1,090 +8%
KP
1682
Keel Point
Alabama
$2.57M -$17.5M -109,233 -88%
LWL
1683
Leo Wealth LLC
Texas
$2.56M +$273K +1,705 +13%
RIA
1684
Regal Investment Advisors
Michigan
$2.56M +$164K +1,022 +7%
OAJ
1685
Ogorek Anthony Joseph
New York
$2.56M -$481 -3 -0%
CWM
1686
Circle Wealth Management
New Jersey
$2.56M +$539K +3,363 +29%
ICA
1687
Infrastructure Capital Advisors
New York
$2.55M +$1.55M +9,666 +188%
LAIC
1688
Lederer & Associates Investment Counsel
California
$2.53M -$90.1K -562 -4%
SFO
1689
Stokes Family Office
Louisiana
$2.53M -$3.21K -20 -0.1%
BWP
1690
BSW Wealth Partners
Colorado
$2.52M +$93.3K +582 +4%
MMM
1691
Mendel Money Management
Illinois
$2.52M -$40.1K -250 -2%
NLGIA
1692
Nippon Life Global Investors Americas
New York
$2.51M -$394K -2,460 -14%
CC
1693
Callan Capital
California
$2.5M +$433K +2,698 +23%
HA
1694
Herold Advisors
New York
$2.49M -$89.8K -560 -4%
CW
1695
CIC Wealth
Maryland
$2.49M +$289K +1,803 +14%
EW
1696
Elyxium Wealth
California
$2.48M +$2.31M +14,405 New
ACM
1697
AlphaStar Capital Management
North Carolina
$2.48M +$367K +2,289 +19%
EA
1698
Everpar Advisors
Oklahoma
$2.48M -$247K -1,538 -10%
MFG
1699
Menard Financial Group
Texas
$2.48M -$160 -1 -0%
APW
1700
Austin Private Wealth
Texas
$2.48M +$279K +1,738 +14%

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.