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Broadcom
AVGO

Overview Fund Activity

3,247 hedge funds and large institutions have $560B invested in Broadcom in 2024 Q2 according to their latest regulatory filings, with 337 funds opening new positions, 1,454 increasing their positions, 1,163 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,247
Holders Change
+202
Holders Change %
+6.63%
% of All Funds
47.22%
Holding in Top 10
550
Holding in Top 10 Change
+100
Holding in Top 10 Change %
+22.22%
% of All Funds
8%
New
337
Increased
1,454
Reduced
1,163
Closed
94
Calls
$19.1B
Puts
$20.4B
Net Calls
-$1.28B
Net Calls Change
+$33M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$3.08B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.48B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.7B
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.59B
5
Goldman Sachs
Goldman Sachs
New York
+$1.54B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$10.3B
2
Capital World Investors
Capital World Investors
California
-$5.67B
3
Capital International Investors
Capital International Investors
California
-$3.15B
4
BlackRock
BlackRock
New York
-$1.14B
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
HAC
2701
Harbor Advisory Corp
New Hampshire
$381K – – –
ABLA
2702
Alan B. Lancz & Associates
Ohio
$379K +$379K +2,360 New
KNFPWM
2703
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$377K – – –
LWM
2704
LongView Wealth Management
Georgia
$376K -$6.42K -40 -2%
MPW
2705
MGO Private Wealth
California
$376K – – –
WLIM
2706
White Lighthouse Investment Management
Massachusetts
$376K +$376K +2,340 New
NCFG
2707
New Century Financial Group
New Jersey
$376K +$376K +2,340 New
RIP
2708
RAM Investment Partners
Washington
$375K +$30.5K +190 +9%
JGIA
2709
Jackson Grant Investment Advisers
Connecticut
$374K +$88.4K +550 +31%
CIS
2710
Custom Index Systems
New York
$374K +$30.5K +190 +9%
EBSAM
2711
Eubel Brady & Suttman Asset Management
Ohio
$374K +$374K +2,330 New
BLC
2712
Brown, Lisle/Cummings
Rhode Island
$372K -$59.4K -370 -14%
NG
2713
Northstar Group
New York
$372K – – –
AI
2714
Accredited Investors
Minnesota
$370K -$30.6K -190 -8%
RFP
2715
Roth Financial Partners
Texas
$369K – – –
AAM
2716
Ascension Asset Management
New York
$369K +$332K +20,700 +900%
EAM
2717
Empirical Asset Management
Massachusetts
$369K +$367K +700,050 +26,925%
WJA
2718
Willis Johnson & Associates
Texas
$368K +$3.21K +20 +0.9%
MPW
2719
Monterey Private Wealth
California
$368K +$368K +2,290 New
AIM
2720
Avity Investment Management
Connecticut
$368K – – –
MIA
2721
MeadowBrook Investment Advisors
Michigan
$368K +$356K +2,220 +3,171%
PAA
2722
Peregrine Asset Advisers
Oregon
$368K +$368K +2,290 New
PWP
2723
Perfromance Wealth Partners
Illinois
$365K -$48.2K -300 -12%
SL
2724
Sentinus LLC
Illinois
$364K +$19.3K +120 +6%
EHC
2725
Everett Harris & Co
California
$364K +$45K +280 +14%
107 108
109
110 111