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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
SPFA
1926
Summit Place Financial Advisors
New Jersey
$1.69M +$19.6K +122 +1%
SIG
1927
Sky Investment Group
Connecticut
$1.69M +$936K +5,837 +147%
AWM
1928
Ariadne Wealth Management
California
$1.69M +$1.47M +9,193 New
PWMG
1929
Prestige Wealth Management Group
New Jersey
$1.69M +$72.5K +452 +5%
CWM
1930
Cornerstone Wealth Management
Missouri
$1.68M +$454K +2,831 +41%
IWA
1931
Invera Wealth Advisors
Oregon
$1.68M +$802 +5 +0.1%
WCM
1932
Windsor Capital Management
Arizona
$1.67M -$172K -1,072 -10%
SPWG
1933
Syntegra Private Wealth Group
Missouri
$1.67M -$9.3K -58 -0.6%
VC
1934
Veracity Capital
Georgia
$1.67M +$85.9K +536 +6%
WWG
1935
West Wealth Group
California
$1.67M +$67.2K +419 +5%
PFG
1936
Prosperity Financial Group
California
$1.67M +$82.1K +512 +6%
G
1937
Gainplan
Michigan
$1.67M -$1.5M -9,342 -90%
ARC
1938
Advisor Resource Council
Texas
$1.67M +$1.55M +9,658 New
VCWA
1939
Vanguard Capital Wealth Advisors
Colorado
$1.67M -$2.94M -18,365 -66%
ACGA
1940
Atlanta Consulting Group Advisors
Georgia
$1.66M -$243K -1,513 -14%
JFG
1941
Jefferies Financial Group
New York
$1.66M -$3.91M -24,414 -72%
BFG
1942
Beacon Financial Group
Texas
$1.66M +$65.6K +409 +4%
AA
1943
Apriem Advisors
California
$1.66M +$147K +918 +11%
ACM
1944
Accent Capital Management
Ohio
$1.65M +$1.54M +9,593 New
LWMM
1945
Legacy Wealth Management (Mississippi)
Mississippi
$1.65M +$166K +1,033 +12%
ACMA
1946
Arbor Capital Management (Alaska)
Alaska
$1.65M +$118K +738 +8%
SCP
1947
Sivia Capital Partners
California
$1.64M +$86.9K +542 +6%
OWA
1948
Octavia Wealth Advisors
Ohio
$1.64M -$1.6K -10 -0.1%
WMP
1949
Wealth Management Partners
Arizona
$1.64M -$102K -637 -6%
AWS
1950
Aspen Wealth Strategies
Colorado
$1.64M -$14.5M -90,612 -91%

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.