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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
SIM
2176
SSI Investment Management
California
$1.12M -$641 -4 -0.1%
LMKC
2177
L.M. Kohn & Company
Ohio
$1.11M +$87.1K +543 +9%
EWM
2178
Elevatus Welath Management
New York
$1.11M -$3.3M -20,556 -76%
LA
2179
Latitude Advisors
Florida
$1.11M +$92.3K +576 +10%
OA
2180
Operose Advisors
Wisconsin
$1.11M +$13.6K +85 +1%
SFG
2181
Synergy Financial Group
California
$1.1M -$3.69K -23 -0.4%
WI
2182
Wintrust Investments
Illinois
$1.1M -$9.4M -58,660 -90%
RAG
2183
RIA Advisory Group
Iowa
$1.1M +$1.02M +6,363 New
PWM
2184
Prentice Wealth Management
New York
$1.1M -$119K -741 -10%
OPCM
2185
Osborne Partners Capital Management
California
$1.1M -$96.7K -603 -9%
BFWA
2186
Benchmark Financial Wealth Advisors
Florida
$1.1M +$363K +2,264 +55%
PVI
2187
Pine Valley Investments
New Jersey
$1.09M -$718K -4,479 -41%
RL
2188
Rogco LP
Oklahoma
$1.09M +$54K +337 +6%
LA
2189
LexAurum Advisors
Kansas
$1.09M -$347K -2,165 -26%
APA
2190
Astoria Portfolio Advisors
New York
$1.09M -$1.6K -10 -0.2%
WPP
2191
Whalerock Point Partners
Rhode Island
$1.09M +$375K +2,340 +59%
RGC
2192
Roberts, Glore & Co
Illinois
$1.09M +$8.34K +52 +0.8%
WA
2193
WESPAC Advisors
California
$1.08M +$45.2K +282 +5%
CWM
2194
Centric Wealth Management
Illinois
$1.08M -$8.68M -54,171 -90%
DFG
2195
Delta Financial Group
New Jersey
$1.08M +$89.1K +556 +10%
GA
2196
Gateway Advisory
New Jersey
$1.07M -$53.2K -332 -5%
MA
2197
MJP Associates
Connecticut
$1.06M +$274K +1,710 +38%
FMP
2198
Financial Management Professionals
Texas
$1.06M +$4.97K +31 +0.5%
CIP
2199
Capital Insight Partners
Arizona
$1.06M +$156K +976 +19%
OP
2200
ORG Partners
Indiana
$1.06M +$30.6K +191 +3%

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.