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Broadcom
AVGO

Overview Fund Activity

3,247 hedge funds and large institutions have $560B invested in Broadcom in 2024 Q2 according to their latest regulatory filings, with 337 funds opening new positions, 1,454 increasing their positions, 1,163 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,247
Holders Change
+202
Holders Change %
+6.63%
% of All Funds
47.22%
Holding in Top 10
550
Holding in Top 10 Change
+100
Holding in Top 10 Change %
+22.22%
% of All Funds
8%
New
337
Increased
1,454
Reduced
1,163
Closed
94
Calls
$19.1B
Puts
$20.4B
Net Calls
-$1.28B
Net Calls Change
+$33M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$3.08B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.48B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.7B
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.59B
5
Goldman Sachs
Goldman Sachs
New York
+$1.54B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$10.3B
2
Capital World Investors
Capital World Investors
California
-$5.67B
3
Capital International Investors
Capital International Investors
California
-$3.15B
4
BlackRock
BlackRock
New York
-$1.14B
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
GSIAS
2476
Garden State Investment Advisory Services
New Jersey
$563K +$204K +1,260 +57%
WCM
2477
WealthBridge Capital Management
Ohio
$562K -$12.9K -80 -2%
JTWM
2478
Jackson Thornton Wealth Management
Alabama
$562K -$4.82K -30 -0.8%
HA
2479
Harbor Advisors
Florida
$562K – – –
CP
2480
Capital Planning
Washington
$562K – – –
RDWM
2481
Red Door Wealth Management
Tennessee
$559K -$30.5K -190 -5%
CPRC
2482
Consolidated Portfolio Review Corp
New York
$557K -$858K -5,340 -61%
SWM
2483
Stockman Wealth Management
Montana
$557K -$4.82K -30 -0.9%
WLPWM
2484
Walled Lake Planning & Wealth Management
Illinois
$557K – – –
BCMLT
2485
Beacon Capital Management LLC (Tennessee)
Tennessee
$554K +$41.8K +260 +8%
VARA
2486
Value Aligned Research Advisors
New Jersey
$554K +$554K +3,450 New
GA
2487
GSG Advisors
New Jersey
$553K -$13.1K -80 -2%
CF
2488
Clarity Financial
Texas
$552K -$91.5K -570 -14%
CCM
2489
Crew Capital Management
Ohio
$552K -$43.3K -270 -7%
CIM
2490
Contravisory Investment Management
Massachusetts
$549K +$535K +3,330 +3,700%
QPBE
2491
Quintet Private Bank (Europe)
Luxembourg
$545K +$320K +1,690 +142%
JWS
2492
Juncture Wealth Strategies
Arizona
$544K +$544K +3,390 New
IRC
2493
Investors Research Corp
Georgia
$543K – – –
BSSFA
2494
Baron Silver Stevens Financial Advisors
Florida
$542K +$14.5K +90 +3%
NPA
2495
Nichols & Pratt Advisers
Massachusetts
$541K -$80.3K -500 -13%
HL
2496
HeadInvest LLC
Maine
$541K +$19.3K +120 +4%
WCFA
2497
Walkner Condon Financial Advisors
Wisconsin
$541K +$12.8K +80 +2%
VCM
2498
Vivaldi Capital Management
Illinois
$539K +$75.5K +470 +16%
BFC
2499
Bedel Financial Consulting
Indiana
$534K +$30.5K +190 +6%
PCG
2500
PFC Capital Group
California
$534K +$534K +3,330 New
98 99
100
101 102