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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 %
GWP
2876
Gateway Wealth Partners
Wisconsin
$279K +$8.05K +50 +3%
HIG
2877
Heritage Investment Group
Florida
$278K – – –
CAM
2878
Clark Asset Management
New Hampshire
$278K +$6.42K +40 +2%
RIG
2879
RiverFront Investment Group
Virginia
$278K +$278K +17,300 New
HWA
2880
Heritage Wealth Advisors
Virginia
$276K – – –
DAC
2881
Dividend Assets Capital
South Carolina
$276K +$16.1K +100 +6%
SAA
2882
Southeast Asset Advisors
Georgia
$275K -$3.22K -20 -1%
KPWG
2883
KFA Private Wealth Group
Virginia
$275K -$46.6K -290 -15%
CIM
2884
Corbyn Investment Management
Maryland
$275K -$65.8K -410 -19%
SL
2885
Summitry LLC
California
$275K -$48.2K -300 -15%
OPWM
2886
Oakwell Private Wealth Management
Texas
$275K +$275K +1,710 New
RCM
2887
Ridgepath Capital Management
Tennessee
$273K – – –
HCP
2888
Hexagon Capital Partners
Arkansas
$273K +$27.2K +170 +11%
HPIA
2889
Hamilton Point Investment Advisors
North Carolina
$273K +$273K +1,700 New
MCM
2890
Morton Capital Management
California
$273K +$273K +1,700 New
TWP
2891
Tower Wealth Partners
Pennsylvania
$273K -$11.2K -70 -4%
NB
2892
Nicolet Bankshares
Wisconsin
$273K – – –
SRWM
2893
Shira Ridge Wealth Management
California
$273K +$16.1K +100 +6%
NRI
2894
NFP Retirement Inc
California
$273K +$273K +1,690 New
FFWM
2895
Future Financial Wealth Management
Ohio
$272K +$22.5K +140 +9%
HTHT
2896
Hemenway Trust Hemenway Trust
New Hampshire
$271K -$16.1K -100 -6%
IWA
2897
Inspirion Wealth Advisors
Illinois
$271K -$9.63K -60 -3%
AT
2898
Arvest Trust
Oklahoma
$270K -$65.8K -410 -20%
TWM
2899
TMD Wealth Management
Arizona
$270K +$270K +1,680 New
ACM
2900
Alamar Capital Management
California
$270K +$270K +1,680 New
114 115
116
117 118