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Broadcom
AVGO

Overview Fund Activity

3,246 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, 1,453 increasing their positions, 1,163 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,246
Holders Change
+202
Holders Change %
+6.64%
% of All Funds
47.21%
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
1,453
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 %
MFG
2851
Midwest Financial Group
Kansas
$293K – – –
MFC
2852
Mechanics Financial Corp
Ohio
$292K +$132K +820 +82%
CFA
2853
Capstone Financial Advisors
Illinois
$291K +$291K +1,810 New
SWM
2854
Sendero Wealth Management
Texas
$291K -$114K -710 -28%
WFP
2855
Wrenne Financial Planning
Kentucky
$289K +$289K +1,800 New
WDL
2856
Well Done LLC
Michigan
$289K -$12.8K -80 -4%
WKWM
2857
Walter & Keenan Wealth Management
Indiana
$289K – – –
SL
2858
Sentry LLC
Tennessee
$286K – – –
KC
2859
Kingfisher Capital
North Carolina
$284K – – –
EFA
2860
Evernest Financial Advisors
Indiana
$284K – – –
GCM
2861
Gallacher Capital Management
Colorado
$283K -$180K -1,120 -39%
SA
2862
Strategic Advisors
New York
$283K +$283K +1,760 New
WF
2863
WoodTrust Financial
Wisconsin
$283K -$6.43K -40 -2%
UFA
2864
US Financial Advisors
Massachusetts
$283K – – –
TWG
2865
The Wealth Group
Minnesota
$283K +$16.1K +100 +6%
SFS
2866
Sharp Financial Services
Pennsylvania
$283K +$283K +1,760 New
PI
2867
Parkside Investments
Illinois
$282K +$3.21K +20 +1%
THL
2868
Tillman Hartley LLC
Colorado
$281K – – –
CISOA
2869
Capital Investment Services of America
Wisconsin
$281K – – –
MCM
2870
Mill Capital Management
North Carolina
$281K – – –
MM
2871
Meridian Management
Arkansas
$281K +$3.21K +20 +1%
OMC
2872
Old Mission Capital
Illinois
$281K -$161K -1,000 -36%
UL
2873
Unionview LLC
Washington
$279K -$6.42K -40 -2%
ONST
2874
Old North State Trust
North Carolina
$279K – – –
AA
2875
Acorns Advisers
California
$279K +$279K +1,740 New
113 114
115
116 117