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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 %
RIM
2801
Rockbridge Investment Management
New York
$15.6K +$15.6K +140 New
JFA
2802
JNBA Financial Advisors
Minnesota
$14.5K +$8.93K +80 +160%
JFG
2803
JDM Financial Group
Texas
$14.5K
PPWM
2804
PFG Private Wealth Management
Florida
$13.4K -$49.1K -440 -79%
PCFFS
2805
Pacific Center for Financial Services
California
$13.4K
HWP
2806
Highline Wealth Partners
California
$13.4K +$7.81K +70 +140%
FCMT
2807
Founders Capital Management (Texas)
Texas
$12.3K
BC
2808
Barrett & Company
Rhode Island
$12.3K
YAL
2809
Your Advocates Ltd
Texas
$12.3K +$4.47K +40 +57%
LFA
2810
Legend Financial Advisors
Pennsylvania
$12.3K +$4.47K +40 +57%
DI
2811
DAGCO Inc
Ohio
$12.3K +$12.3K +110 New
DWS
2812
Dynamic Wealth Strategies
California
$12.3K +$12.3K +110 New
NCM
2813
Northwest Capital Management
Oregon
$11.9K
EAM
2814
Eukles Asset Management
Ohio
$11.2K
FC
2815
Family CFO
California
$11.2K
BCH
2816
Berkshire Capital Holdings
California
$11.2K
CPA
2817
Clear Point Advisors
New York
$11.2K +$11.2K +100 New
NFA
2818
Northwest Financial Advisors
Virginia
$11.2K +$11.2K +100 New
FWM
2819
FSA Wealth Management
Massachusetts
$11K +$11K +100 New
CM
2820
Capula Management
Cayman Islands
$10K -$763K -6,840 -99%
CBT
2821
CoreFirst Bank & Trust
Kansas
$10K -$12.3K -110 -55%
OBWP
2822
O'Brien Wealth Partners
Massachusetts
$10K +$4.47K +40 +80%
KSWA
2823
Kathleen S. Wright Associates
Pennsylvania
$10K +$10K +90 New
TVWM
2824
Tower View Wealth Management
Wisconsin
$9K
IHWM
2825
Iron Horse Wealth Management
Iowa
$8.93K