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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 %
RA
2726
Rise Advisors
New York
$363K -$1.61K -10 -0.4%
TIM
2727
Tevis Investment Management
Texas
$363K +$1.61K +10 +0.4%
BFG
2728
Bouchey Financial Group
New York
$361K +$361K +2,250 New
EFG
2729
Ehrlich Financial Group
California
$360K – – –
SPS
2730
Susquehanna Portfolio Strategies
Pennsylvania
$360K -$8.54M -53,180 -96%
SCI
2731
Silver Coast Investments
United States
$360K -$51.4K -320 -13%
KA
2732
Kercheville Advisors
Texas
$360K – – –
CIAS
2733
CBIZ Investment Advisory Services
Ohio
$359K +$1.6K +10 +0.4%
GIA
2734
GHP Investment Advisors
Colorado
$358K +$40.1K +250 +13%
RWA
2735
Rooted Wealth Advisors
Illinois
$358K +$324K +20,180 +947%
IWA
2736
IVC Wealth Advisors
Pennsylvania
$356K +$14.5K +90 +4%
NWA
2737
Navis Wealth Advisors
New York
$356K +$64.2K +400 +22%
FWM
2738
FMB Wealth Management
California
$356K – – –
SF
2739
Safeguard Financial
Wisconsin
$356K +$356K +2,220 New
CAM
2740
Concorde Asset Management
Michigan
$355K -$90.1K -560 -20%
IAS
2741
Investment Advisory Services
Texas
$355K +$3.21K +20 +0.9%
WAL
2742
W Advisors LLC
Tennessee
$353K +$35.3K +220 +11%
FBB
2743
Fulton Breakefield Broenniman
Maryland
$353K +$77.1K +480 +28%
TA
2744
TrueWealth Advisors
Alabama
$353K -$165K -1,030 -32%
CIA
2745
Compass Ion Advisors
Pennsylvania
$351K – – –
NFP
2746
Narus Financial Partners
Utah
$350K +$33.7K +210 +11%
DA
2747
DCM Advisors
New York
$349K -$64.3K -400 -16%
MAM
2748
Madison Asset Management
Wisconsin
$348K – – –
BONST
2749
Bank of Nova Scotia Trust
Ontario, Canada
$348K +$313K +19,510 +895%
CA
2750
CapWealth Advisors
Tennessee
$347K +$8.03K +50 +2%
108 109
110
111 112