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Broadcom
AVGO

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$14.3B
2
BlackRock
BlackRock
New York
$38.7B
3
Vanguard Group
Vanguard Group
Pennsylvania
$48.4B
4
State Street
State Street
Massachusetts
$20.6B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.39B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$3.66B
2
DZ Bank
DZ Bank
Germany
$282M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$3.83B
4
Bank of America
Bank of America
North Carolina
$7.93B
5
Capital World Investors
Capital World Investors
California
$31.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
IIA
2626
Integral Investment Advisors
California
$205K +$205K +1,840 New
NC
2627
NovaPoint Capital
Georgia
$204K +$204K +1,830 New
FSC
2628
Full Sail Capital
Oklahoma
$204K +$204K +1,830 New
TCWM
2629
Total Clarity Wealth Management
Illinois
$204K +$204K +1,830 New
RCM
2630
Ridgepath Capital Management
Tennessee
$204K +$204K +1,830 New
FWI
2631
Facet Wealth Inc
Maryland
$204K +$204K +1,670 New
IFS
2632
Ifrah Financial Services
Arkansas
$204K +$204K +1,830 New
RA
2633
Riversedge Advisors
Delaware
$203K +$203K +1,820 New
BFC
2634
Blue Fin Capital
Rhode Island
$203K +$203K +1,820 New
ODIJL
2635
One Day In July LLC
Vermont
$203K +$203K +1,820 New
NWA
2636
Navis Wealth Advisors
New York
$203K +$203K +1,820 New
CFO
2637
Callan Family Office
Pennsylvania
$203K +$203K +1,820 New
TWG
2638
The Wealth Group
Minnesota
$203K +$203K +1,660 New
CHA
2639
Carmichael Hill & Associates
Maryland
$202K – – –
KPWG
2640
KFA Private Wealth Group
Virginia
$202K +$202K +1,810 New
SWG
2641
Summit Wealth Group
Vermont
$201K +$201K +1,800 New
WIM
2642
Waverton Investment Management
United Kingdom
$201K +$201K +1,800 New
WKWM
2643
Walter & Keenan Wealth Management
Indiana
$201K +$201K +1,800 New
DM
2644
Deerfield Management
New York
$201K +$201K +1,800 New
SRWM
2645
Shira Ridge Wealth Management
California
$201K +$201K +1,800 New
Members Trust
2646
Members Trust
Florida
$201K +$201K +1,790 New
FFO
2647
Fortitude Family Office
Arizona
$199K +$199K +1,780 New
FCAS
2648
First Command Advisory Services
Texas
$193K -$12.3K -110 -6%
BAMCO Inc
2649
BAMCO Inc
New York
$193K – – –
HWA
2650
Heritage Wealth Advisors
Virginia
$192K +$89.3K +800 +87%
104 105
106
107 108