AVGO icon

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 %
CFG
2776
CKW Financial Group
Hawaii
$30K +$30K +270 New
SGC
2777
Slocum, Gordon & Co
Rhode Island
$29K
BWM
2778
BKM Wealth Management
Wisconsin
$29K +$29K +260 New
RWM
2779
Ruedi Wealth Management
Illinois
$28.3K
PA
2780
PSI Advisors
Florida
$27.9K +$11.2K +100 +67%
ECM
2781
Estabrook Capital Management
New York
$27.9K -$12.3K -110 -31%
GWMIA
2782
Global Wealth Management Investment Advisory
Florida
$27.9K
CA
2783
Centerpoint Advisors
Massachusetts
$27K -$12.4K -110 -31%
SIS
2784
Strategic Investment Solutions
Illinois
$25.7K -$1.64M -14,700 -98%
CIA
2785
Cape Investment Advisory
Georgia
$25.7K
MFT
2786
Moisand Fitzgerald Tamayo
Florida
$24.6K
MTIM
2787
Marathon Trading Investment Management
Pennsylvania
$24.6K +$24.6K +220 New
SCA
2788
Stuart Chaussee & Associates
California
$24.6K +$24.6K +220 New
CCA
2789
Criterion Capital Advisors
Tennessee
$23.4K +$23.4K +210 New
AS
2790
Altshuler Shaham
Israel
$22.3K -$78.1K -700 -78%
SC
2791
Stephens Consulting
Michigan
$22.3K
FA
2792
Financial Avengers
California
$22.3K
IWA
2793
IBEX Wealth Advisors
New Jersey
$20.5K -$20.6M -181,560 -100%
TWD
2794
True Wealth Design
Ohio
$20.1K +$12.3K +110 +157%
AEPWM
2795
Atlantic Edge Private Wealth Management
Florida
$20.1K +$20.1K +180 New
FIM
2796
FWL Investment Management
Texas
$19K +$19K +170 New
LFASL
2797
Lugano Financial Advisors SA (LFA)
Switzerland
$19K +$19K +170 New
KFS
2798
Kelly Financial Services
Massachusetts
$17.7K
CWM
2799
Cranbrook Wealth Management
Michigan
$16.7K
GWSA
2800
Global Wealth Strategies & Associates
Colorado
$16.7K