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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
LSA
2451
Lion Street Advisors
Texas
$705K +$136K +847 +26%
CWA
2452
Clarity Wealth Advisors
California
$704K +$34.3K +214 +6%
RWM
2453
RKL Wealth Management
Pennsylvania
$704K +$157K +981 +32%
PCMC
2454
Private Capital Management (Colorado)
Colorado
$703K -$1.62M -10,113 -71%
GA
2455
Greenspring Advisors
Maryland
$703K +$653K +4,075 New
OWM
2456
OneAscent Wealth Management
Alabama
$701K -$641 -4 -0.1%
WIA
2457
Wetzel Investment Advisors
Indiana
$700K +$50.8K +317 +8%
EI
2458
Ellevest Inc
New York
$698K +$36.1K +225 +6%
KCFA
2459
Key Client Fiduciary Advisors
New Jersey
$698K +$27.9K +174 +4%
WDG
2460
Wealth Dimensions Group
Ohio
$697K +$59.8K +373 +10%
DCP
2461
DSM Capital Partners
Florida
$697K +$433K +2,702 +202%
PIM
2462
Provident Investment Management
Michigan
$693K -$83.4K -520 -11%
LCGC
2463
Legacy Capital Group California
California
$693K -$8.5K -53 -1%
CPW
2464
Catalyst Private Wealth
California
$692K
IPW
2465
Intergy Private Wealth
Colorado
$690K -$4.49K -28 -0.7%
PCG
2466
PFC Capital Group
California
$690K +$108K +675 +20%
LCM
2467
Lattice Capital Management
Washington
$690K +$641K +4,000 New
LIP
2468
Lighthouse Investment Partners
Florida
$690K +$641K +4,000 New
AMCA
2469
Arthur M. Cohen & Associates
Illinois
$690K +$16K +100 +2%
BGAI
2470
Bruce G. Allen Investments
Colorado
$689K -$34.8K -217 -5%
SIG
2471
Sargent Investment Group
Maryland
$687K +$36.9K +230 +6%
MWM
2472
McNaughton Wealth Management
California
$687K +$638K +3,980 New
COCM
2473
Charter Oak Capital Management
New Hampshire
$686K +$258K +1,609 +68%
CFA
2474
Cahill Financial Advisors
Minnesota
$686K -$641 -4 -0.1%
VCM
2475
Versant Capital Management
Arizona
$685K +$137K +853 +27%

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.