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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 %
YWM
2651
Yoder Wealth Management
California
$293K +$9.28K +70 +3%
IWN
2652
Independent Wealth Network
Iowa
$293K +$293K +2,210 New
CG
2653
Clifford Group
Massachusetts
$292K
IAS
2654
Investment Advisory Services
Texas
$291K +$3.98K +30 +1%
AA
2655
Alesco Advisors
New York
$290K
ICP
2656
Interchange Capital Partners
Pennsylvania
$290K +$2.65K +20 +0.9%
DSN
2657
D. Scott Neal
Kentucky
$289K
TA
2658
Tactive Advisors
Florida
$289K
BONST
2659
Bank of Nova Scotia Trust
Ontario, Canada
$289K
Members Trust
2660
Members Trust
Florida
$289K +$51.7K +390 +22%
MAM
2661
Madison Asset Management
Wisconsin
$288K +$288K +2,170 New
RWA
2662
Rooted Wealth Advisors
Illinois
$285K +$25.4K +190 +10%
MRG
2663
Milestone Resources Group
British Virgin Islands
$285K +$285K +2,150 New
WRPWM
2664
Werba Rubin Papier Wealth Management
California
$285K -$176K -1,330 -38%
HNW
2665
High Note Wealth
Minnesota
$285K +$1.33K +10 +0.5%
SL
2666
Sentinus LLC
Illinois
$285K +$285K +2,150 New
RIP
2667
RAM Investment Partners
Washington
$285K +$22.5K +170 +9%
CIS
2668
Custom Index Systems
New York
$284K -$1.04M -7,830 -79%
WG
2669
Winton Group
United Kingdom
$284K -$162K -1,220 -36%
SEP
2670
Southland Equity Partners
Missouri
$284K +$1.33K +10 +0.5%
RA
2671
Riversedge Advisors
Delaware
$283K +$41.1K +310 +17%
CMBA
2672
C.M. Bidwell & Associates
Hawaii
$282K -$70.2K -530 -20%
IWA
2673
IVC Wealth Advisors
Pennsylvania
$282K +$3.98K +30 +1%
WAM
2674
WFA Asset Management
Wisconsin
$281K +$1.33K +10 +0.5%
CIM
2675
Corbyn Investment Management
Maryland
$281K -$5.3K -40 -2%