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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 %
BBPWM
2676
Blue Bell Private Wealth Management
Pennsylvania
$131K +$16.7K +150 +15%
PO
2677
Private Ocean
California
$128K
SC
2678
Solstein Capital
California
$125K
PWA
2679
Providence Wealth Advisors
Illinois
$122K +$99.1K +90,370 +428%
JGIA
2680
Jackson Grant Investment Advisers
Connecticut
$122K -$4.47K -40 -4%
OCM
2681
Orion Capital Management
California
$121K
PA
2682
Pineridge Advisors
Missouri
$119K +$119K +1,070 New
PCMC
2683
Planning Capital Management Corporation
Pennsylvania
$117K +$117K +1,050 New
TF
2684
Tompkins Financial
New York
$117K
OCM
2685
Osterweis Capital Management
California
$117K +$33.5K +300 +40%
ACA
2686
American Capital Advisory
Idaho
$117K +$117K +1,050 New
IPW
2687
Impact Partnership Wealth
Georgia
$117K -$40.2K -360 -26%
LD
2688
Lipe & Dalton
New York
$117K
SFA
2689
Semmax Financial Advisors
North Carolina
$115K +$27.6K +220 +31%
BHWM
2690
Bay Harbor Wealth Management
Maryland
$114K
PCC
2691
Park Circle Company
Maryland
$112K
SOAMC
2692
Spirit of America Management Corp
New York
$112K +$112K +1,000 New
OA
2693
Operose Advisors
Wisconsin
$109K -$89.3K -800 -45%
EWP
2694
Elevation Wealth Partners
California
$106K +$41.5K +500 +64%
T2I
2695
Turim 21 Investimentos
Brazil
$105K
IRAG
2696
Investment Research & Advisory Group
Georgia
$103K +$61.4K +550 +149%
TLA
2697
Tanglewood Legacy Advisors
Texas
$100K
RG
2698
Retirement Group
California
$98.2K -$71.4K -640 -42%
GFPC
2699
Global Financial Private Client
Florida
$96K
CTA
2700
Colonial Trust Advisors
South Carolina
$96K +$1.12K +10 +1%