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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
MWM
2401
Merriman Wealth Management
Washington
$774K +$10.7K +67 +2%
SWP
2402
Semus Wealth Partners
Florida
$772K +$516K +3,217 +255%
BP
2403
BBR Partners
New York
$771K -$70.5K -440 -9%
FCIM
2404
Fairview Capital Investment Management
California
$769K +$481K +3,000 +205%
CA
2405
Cornerstone Advisory
Maryland
$768K +$30.9K +193 +5%
BSB
2406
Bangor Savings Bank
Maine
$767K +$23.9K +149 +3%
FG
2407
Foster Group
Iowa
$767K -$21.2K -132 -3%
APW
2408
Aurora Private Wealth
New Jersey
$766K +$117K +729 +20%
BMA
2409
Brooks Moore & Associates
Tennessee
$763K +$297K +1,855 +72%
GCAC
2410
Guardian Capital Advisors (Canada)
Ontario, Canada
$762K +$729K +4,550 New
BWA
2411
Blodgett Wealth Advisors
California
$760K -$321 -2 -0%
SFS
2412
Security Financial Services
Indiana
$760K +$24.8K +155 +4%
TSW
2413
Three Seasons Wealth
Utah
$759K -$89.5K -558 -11%
SSW
2414
Smith Shellnut Wilson
Mississippi
$759K +$72.5K +452 +11%
AWA
2415
Aletheian Wealth Advisors
Washington
$755K +$2.24K +14 +0.3%
WQ
2416
Wealth Quarterback
New Jersey
$754K +$52.9K +330 +8%
RI
2417
Ridgewood Investments
New Jersey
$752K +$683K +4,261 +4,261%
NWM
2418
Northcape Wealth Management
New York
$751K +$16.7K +104 +2%
BFAG
2419
Blackston Financial Advisory Group
Florida
$750K +$697K +4,346 New
CPC
2420
Congress Park Capital
New York
$745K -$83.4K -520 -11%
JLBC
2421
J.L. Bainbridge & Co
Florida
$745K
ML
2422
McAdam LLC
Pennsylvania
$744K +$117K +732 +20%
CIM
2423
Caldwell Investment Management
Ontario, Canada
$742K -$1.88M -11,700 -73%
BWA
2424
Bordeaux Wealth Advisors
California
$738K +$274K +1,707 +66%
HA
2425
Hofer & Associates
California
$735K +$3.21K +20 +0.5%

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.