AVGO icon

Broadcom

3,045 hedge funds and large institutions have $465B invested in Broadcom in 2024 Q1 according to their latest regulatory filings, with 334 funds opening new positions, 1,161 increasing their positions, 1,244 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,045
Holders Change
+190
Holders Change %
+6.65%
% of All Funds
44.14%
Holding in Top 10
450
Holding in Top 10 Change
+54
Holding in Top 10 Change %
+13.64%
% of All Funds
6.52%
New
334
Increased
1,161
Reduced
1,244
Closed
106
Calls
$14.3B
Puts
$15.6B
Net Calls
-$1.32B
Net Calls Change
+$3.34B
Name Holding Trade Value Shares
Change
Shares
Change %
RCWM
2526
Royal Capital Wealth Management
Indiana
$350K
AFP
2527
Ausdal Financial Partners
Iowa
$349K +$25.2K +190 +8%
UWPG
2528
Ullmann Wealth Partners Group
Florida
$349K +$92.8K +700 +36%
WFAG
2529
Worth Financial Advisory Group
North Carolina
$349K +$14.6K +110 +4%
OAM
2530
Occidental Asset Management
California
$349K +$84.8K +640 +32%
WF
2531
Whelan Financial
California
$347K +$79.4K +600 +30%
MAM
2532
McLean Asset Management
Virginia
$346K -$24K -180 -6%
HWM
2533
Hemington Wealth Management
Virginia
$346K -$29.2K -220 -8%
KWA
2534
Kellett Wealth Advisors
Ohio
$346K
EAM
2535
Empirical Asset Management
Massachusetts
$344K +$344K +2,600 New
WWC
2536
Waypoint Wealth Counsel
Georgia
$342K +$76.9K +580 +29%
BG
2537
Benedetti & Gucer
Georgia
$341K -$50.4K -380 -13%
PWP
2538
Perfromance Wealth Partners
Illinois
$341K +$10.6K +80 +3%
DA
2539
DCM Advisors
New York
$341K +$341K +2,570 New
WAG
2540
Winthrop Advisory Group
Massachusetts
$340K +$18.5K +140 +6%
OFS
2541
OneAscent Financial Services
Alabama
$340K -$294K -2,210 -46%
SCI
2542
Silver Coast Investments
United States
$339K -$17.2K -130 -5%
NIM
2543
Northeast Investment Management
Massachusetts
$339K +$339K +2,560 New
SFC
2544
Strategic Financial Concepts
Texas
$338K +$338K +2,550 New
CPL
2545
CAP Partners LLC
Tennessee
$338K +$1.33K +10 +0.4%
IGGA
2546
Iron Gate Global Advisors
Utah
$336K -$134K -1,000 -29%
KWMG
2547
King Wealth Management Group
Florida
$336K -$13.2K -100 -4%
HFS
2548
Heritage Financial Services
Massachusetts
$334K +$49K +370 +17%
SWM
2549
Sendero Wealth Management
Texas
$334K +$61K +460 +22%
FNBSF
2550
First National Bank Sioux Falls
South Dakota
$334K