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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
CWA
2376
Consilio Wealth Advisors
Washington
$810K +$102K +635 +16%
VC
2377
Vicus Capital
Pennsylvania
$807K -$325K -2,030 -30%
CA
2378
Callahan Advisors
Texas
$806K -$18.9K -118 -2%
GAB
2379
German American Bancorp
Indiana
$804K +$38.5K +240 +5%
IDA
2380
Intelligence Driven Advisers
California
$802K -$378K -2,358 -34%
CSA
2381
Cottage Street Advisors
Massachusetts
$798K -$641 -4 -0.1%
PMSA
2382
Patrick M. Sweeney & Associates
Illinois
$793K +$7.86K +49 +1%
CWS
2383
Cypress Wealth Services
California
$792K +$85.6K +534 +13%
WA
2384
Wealthstream Advisors
New York
$792K -$67.2K -419 -8%
WA
2385
Wambolt & Associates
Colorado
$791K +$175K +1,094 +30%
JSAM
2386
J. Safra Asset Management
New York
$791K +$294K +1,831 +67%
SL
2387
Summitry LLC
California
$788K +$459K +2,860 +167%
AAMC
2388
Asset Allocation & Management Company
Illinois
$788K
RFP
2389
Root Financial Partners
California
$787K +$148K +924 +25%
GHAM
2390
Gilman Hill Asset Management
Connecticut
$787K -$80.2K -500 -10%
MAM
2391
Milestone Asset Management
Pennsylvania
$786K +$730K +4,555 New
SAM
2392
Selway Asset Management
$785K
MAC
2393
Mason & Associates (California)
California
$781K +$726K +4,527 New
PWP
2394
Private Wealth Partners
California
$780K +$146K +912 +25%
TCM
2395
Triumph Capital Management
Colorado
$777K +$71.3K +445 +11%
OIM
2396
Oder Investment Management
California
$777K +$641 +4 +0.1%
CFD
2397
Creative Financial Designs
Indiana
$777K +$42.2K +263 +6%
AWM
2398
Aries Wealth Management
Maine
$776K +$428K +2,670 +146%
SOW
2399
State of Wyoming
Wyoming
$776K -$23.1K -144 -3%
MC
2400
Marest Capital
California
$775K -$2.73K -17 -0.4%

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.