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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 %
GA
2551
Goldstein Advisors
Wisconsin
$334K +$1.33K +10 +0.4%
BWP
2552
Bernardo Wealth Planning
Pennsylvania
$334K +$334K +2,520 New
CSIA
2553
Charles Schwab Investment Advisory
California
$333K -$95.5K -720 -22%
HCM
2554
Hall Capital Management
Rhode Island
$333K
HNWAG
2555
High Net Worth Advisory Group
Florida
$333K +$333K +2,510 New
WC
2556
Wexford Capital
Florida
$333K +$333K +2,510 New
OPW
2557
Oxler Private Wealth
New York
$332K +$1.32K +10 +0.4%
SFG
2558
Sunburst Financial Group
Alabama
$332K +$8.1K +60 +3%
TCBWMS
2559
Texas Capital Bank Wealth Management Services
Texas
$331K -$50.4K -380 -13%
B
2560
Bellecapital
Switzerland
$331K -$84.8K -640 -20%
RDFA
2561
Ritter Daniher Financial Advisory
Ohio
$331K
LCS
2562
Levin Capital Strategies
New York
$331K +$331K +2,500 New
SCI
2563
S&CO Inc
Massachusetts
$331K
FWP
2564
Falcon Wealth Planning
California
$331K +$33.1K +250 +11%
AI
2565
Accredited Investors
Minnesota
$330K +$41.1K +310 +14%
WA
2566
Win Advisors
Florida
$330K -$235K -1,770 -42%
CPG
2567
Custom Portfolio Group
Colorado
$330K
SWP
2568
Summit Wealth Partners
Florida
$330K
4WM
2569
49 Wealth Management
Texas
$328K -$63.4K -470 -16%
OCPWS
2570
One Charles Private Wealth Services
Massachusetts
$327K -$47.7K -360 -13%
BCG
2571
Breakwater Capital Group
New Jersey
$327K +$7.95K +60 +2%
HIF
2572
Hill Island Financial
Michigan
$327K -$13.3K -100 -4%
FCG
2573
Fielder Capital Group
Tennessee
$327K +$3.97K +30 +1%
ETIA
2574
Epic Trust Investment Advisors
Washington
$326K -$5.31K -40 -2%
CG
2575
Clarus Group
Texas
$326K -$182K -1,370 -36%