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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 %
ICM
2601
Intrepid Capital Management
Florida
$313K
PF
2602
Parker Financial
Washington
$313K -$19.9K -150 -6%
WIM
2603
Warwick Investment Management
Texas
$313K +$313K +2,360 New
RPGK
2604
Retirement Planning Group (Kansas)
Kansas
$313K +$313K +2,360 New
RFP
2605
Root Financial Partners
California
$312K +$23.9K +180 +8%
LFS
2606
Lutz Financial Services
Nebraska
$311K +$5.3K +40 +2%
KNFPWM
2607
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$311K +$311K +2,350 New
WN
2608
Williams & Novak
California
$311K
WIA
2609
World Investment Advisors
California
$310K -$284K -2,140 -48%
MPW
2610
MGO Private Wealth
California
$310K
WTA
2611
Washington Trust Advisors
Massachusetts
$310K -$409K -3,090 -57%
OL
2612
Owen LaRue
Kentucky
$309K -$92.8K -700 -23%
NG
2613
Northstar Group
New York
$307K -$13.3K -100 -4%
SPI
2614
Sutton Place Investors
New York
$307K +$307K +2,320 New
MAG
2615
Mayfair Advisory Group
Alabama
$306K +$13.3K +100 +5%
BWA
2616
Bordeaux Wealth Advisors
California
$306K +$31.8K +240 +12%
IFS
2617
Ifrah Financial Services
Arkansas
$306K +$63.6K +480 +26%
COCM
2618
Charter Oak Capital Management
New Hampshire
$305K +$305K +2,300 New
RFP
2619
Roth Financial Partners
Texas
$305K
PFG
2620
PAX Financial Group
Texas
$305K +$43.7K +330 +17%
AAM
2621
Ascension Asset Management
New York
$305K +$305K +2,300 New
1CP
2622
17 Capital Partners
Arizona
$305K +$305K +2,300 New
1WM
2623
1858 Wealth Management
Ohio
$305K
AIM
2624
Avity Investment Management
Connecticut
$304K +$304K +2,290 New
AMM
2625
American Money Management
California
$302K -$135K -1,020 -31%