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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 %
FUBT
2651
First United Bank & Trust
Maryland
$186K +$186K +1,670 New
GIA
2652
GHP Investment Advisors
Colorado
$181K -$131K -1,170 -42%
DAC
2653
Dividend Assets Capital
South Carolina
$174K
TIM
2654
Tortoise Investment Management
New York
$172K +$143K +1,280 +492%
GCM
2655
Gables Capital Management
Florida
$171K
VIA
2656
Virtus Investment Advisers
Connecticut
$170K
ATC
2657
Advantage Trust Company
Kansas
$167K +$167K +1,500 New
DJSG
2658
D.J. St. Germain
Massachusetts
$166K +$31.3K +280 +23%
SAG
2659
Spotlight Asset Group
Illinois
$160K
RFG
2660
REAP Financial Group
Texas
$157K +$157K +1,410 New
AF
2661
Arrow Financial
New York
$153K -$8.93K -80 -6%
HAI
2662
Hennessy Advisors Inc
California
$153K +$153K +1,370 New
CSB
2663
City State Bank
Iowa
$150K +$105K +940 +235%
BIA
2664
Bell Investment Advisors
California
$150K +$23.4K +210 +19%
KFP
2665
Keener Financial Planning
Texas
$147K +$147K +1,320 New
PWMG
2666
Private Wealth Management Group
New Jersey
$146K +$146K +1,310 New
MWM
2667
Mascoma Wealth Management
New Hampshire
$143K
FDCP
2668
Foster Dykema Cabot & Partners
Massachusetts
$143K +$143K +1,280 New
NSIM
2669
North Star Investment Management
Illinois
$141K +$6.68K +60 +5%
PCA
2670
Providence Capital Advisors
North Carolina
$138K +$40.2K +360 +41%
RFG
2671
RFP Financial Group
Georgia
$137K +$4.47K +40 +3%
HCP
2672
Hexagon Capital Partners
Arkansas
$136K -$32.3K -290 -19%
HDIM
2673
Hanson & Doremus Investment Management
Vermont
$134K +$134K +1,200 New
CPG
2674
Cornerstone Planning Group
New Jersey
$132K -$84K -750 -39%
TFM
2675
TFC Financial Management
Massachusetts
$131K