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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
EFA
2276
Evernest Financial Advisors
Indiana
$954K +$603K +3,761 +212%
BWG
2277
Boomfish Wealth Group
Georgia
$950K +$883K +5,509 New
FSA
2278
Financial Security Advisor
Virginia
$948K -$92.3K -576 -9%
NME
2279
Notis-McConarty Edward
$944K -$854K -5,325 -49%
SMWM
2280
Silvia McColl Wealth Management
California
$944K
CW
2281
Code Waechter
Florida
$941K +$874K +5,454 New
TCG
2282
Transcendent Capital Group
Oklahoma
$939K +$240K +1,494 +38%
MSS
2283
Mitchell Sinkler & Starr
Pennsylvania
$938K -$7.85M -48,960 -90%
CFMC
2284
Curbstone Financial Management Corp
New Hampshire
$938K
SFA
2285
Source Financial Advisors
New York
$938K -$8.5K -53 -1%
PPP
2286
Private Portfolio Partners
New Jersey
$936K +$870K +5,427 New
EPA
2287
Element Pointe Advisors
Florida
$935K -$38.5K -240 -4%
SIC
2288
Sterling Investment Counsel
New York
$926K +$861K +5,369 New
EL
2289
EWA LLC
Pennsylvania
$924K -$6.81M -42,475 -89%
PFWA
2290
Paces Ferry Wealth Advisors
Georgia
$924K -$11.9K -74 -1%
DIP
2291
DT Investment Partners
Pennsylvania
$922K +$63.6K +397 +8%
MA
2292
MKT Advisors
California
$922K +$10.1K +63 +1%
IIC
2293
Integrated Investment Consultants
Michigan
$922K +$264K +1,645 +44%
IAP
2294
Indie Asset Partners
Indiana
$922K -$7.54K -47 -0.9%
VCP
2295
Verus Capital Partners
Arizona
$921K +$290K +1,810 +51%
DBRC
2296
D.B. Root & Company
Pennsylvania
$920K +$458K +2,854 +115%
BSTWA
2297
Blake Schutter Theil Wealth Advisors
Ohio
$918K +$853K +5,321 New
Cohen & Steers
2298
Cohen & Steers
New York
$915K -$336K -2,097 -28%
SB
2299
Sunflower Bank
Texas
$913K +$208K +1,295 +32%
FA
2300
Fiduciary Alliance
South Carolina
$913K +$99.6K +621 +13%

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.