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Broadcom

2,854 hedge funds and large institutions have $405B invested in Broadcom in 2023 Q4 according to their latest regulatory filings, with 545 funds opening new positions, 1,148 increasing their positions, 950 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,854
Holders Change
+409
Holders Change %
+16.73%
% of All Funds
41.84%
Holding in Top 10
396
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+65%
% of All Funds
5.81%
New
545
Increased
1,148
Reduced
950
Closed
99
Calls
$9.82B
Puts
$14.5B
Net Calls
-$4.66B
Net Calls Change
-$2.58B
Name Holding Trade Value Shares
Change
Shares
Change %
WF
2576
Whelan Financial
California
$225K +$225K +2,020 New
RCM
2577
Radnor Capital Management
Pennsylvania
$225K +$225K +2,020 New
RFN
2578
Redwood Financial Network
Ohio
$223K -$208K -1,860 -48%
EHC
2579
Everett Harris & Co
California
$223K +$223K +2,000 New
WWC
2580
Waypoint Wealth Counsel
Georgia
$223K +$223K +2,000 New
VR
2581
Valued Retirements
Texas
$223K +$223K +2,000 New
CAM
2582
Close Asset Management
United Kingdom
$223K
OAM
2583
Occidental Asset Management
California
$222K +$222K +1,990 New
MM
2584
Meridian Management
Arkansas
$222K +$222K +1,730 New
DA
2585
Drake & Associates
Wisconsin
$221K +$221K +1,980 New
RIP
2586
RAM Investment Partners
Washington
$221K +$221K +1,980 New
BCMLT
2587
Beacon Capital Management LLC (Tennessee)
Tennessee
$221K -$4.98K -60 -2%
GSIAS
2588
Garden State Investment Advisory Services
New Jersey
$220K +$220K +1,980 New
AAG
2589
Armstrong Advisory Group
Massachusetts
$220K +$93.8K +840 +74%
PP
2590
Pegasus Partners
Wisconsin
$220K +$220K +1,970 New
DCBT
2591
Dakota Community Bank & Trust
North Dakota
$220K +$11.2K +100 +5%
BCM
2592
BluePointe Capital Management
California
$220K +$220K +1,970 New
LF
2593
LifeSteps Financial
California
$220K +$220K +1,970 New
GLA
2594
Good Life Advisors
Pennsylvania
$220K +$220K +1,960 New
PCMF
2595
Private Capital Management (Florida)
Florida
$220K +$220K +1,970 New
MWA
2596
Martel Wealth Advisors
Washington
$219K +$219K +1,960 New
WAL
2597
W Advisors LLC
Tennessee
$219K +$219K +1,960 New
HWP
2598
Heritage Wealth Partners
Ohio
$218K +$218K +1,950 New
MCA
2599
Maryland Capital Advisors
Maryland
$218K
IIL
2600
Insight Inv LLC
California
$218K +$218K +1,950 New