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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
WWM
2251
Whalen Wealth Management
Nevada
$997K +$926K +5,778 New
LJAC
2252
L.J. Altfest & Co
New York
$996K +$725K +4,524 +362%
SWP
2253
Summit Wealth Partners
Florida
$995K +$125K +780 +16%
KAS
2254
KPP Advisory Services
Kentucky
$992K +$27.6K +172 +3%
CAS
2255
Coppell Advisory Solutions
Texas
$992K -$93.8K -585 -9%
BCM
2256
BluePointe Capital Management
California
$986K +$962 +6 +0.1%
HIG
2257
Heritage Investment Group
Florida
$978K +$632K +3,941 +228%
ESBC
2258
E.S. Barr & Co
Kentucky
$978K +$11.2K +70 +1%
LWM
2259
Liberty Wealth Management
California
$975K -$11.9M -74,306 -93%
PCMC
2260
Paragon Capital Management (Colorado)
Colorado
$972K -$361K -2,253 -29%
NICM
2261
Neo Ivy Capital Management
New York
$972K +$904K +5,636 New
BWM
2262
BlackDiamond Wealth Management
New York
$972K -$6.1M -38,046 -87%
CCWM
2263
Cassaday & Co Wealth Management
Virginia
$969K +$333K +2,080 +59%
PW
2264
Paladin Wealth
Minnesota
$967K +$898K +5,604 New
TAM
2265
Townsend Asset Management
North Carolina
$966K -$1.28K -8 -0.1%
LL
2266
LPWM LLC
Minnesota
$966K
AWM
2267
AllSquare Wealth Management
New York
$966K -$48.1K -300 -5%
GIM
2268
Guild Investment Management
California
$966K
HS
2269
Horan Securities
United States
$964K -$35.6K -222 -4%
KIC
2270
Kensington Investment Counsel
California
$964K +$49.1K +306 +6%
SGCA
2271
Steel Grove Capital Advisors
Tennessee
$963K -$53.2K -332 -6%
FHC
2272
First Heartland Consultants
Missouri
$961K -$550K -3,431 -38%
TWM
2273
Trueblood Wealth Management
Ohio
$959K +$34K +212 +4%
CG
2274
Corundum Group
Colorado
$957K +$39.8K +248 +5%
CL
2275
CSS LLC
Illinois
$956K

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.