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Broadcom

3,045 hedge funds and large institutions have $465B invested in Broadcom in 2024 Q1 according to their latest regulatory filings, with 334 funds opening new positions, 1,161 increasing their positions, 1,244 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,045
Holders Change
+190
Holders Change %
+6.65%
% of All Funds
44.14%
Holding in Top 10
450
Holding in Top 10 Change
+54
Holding in Top 10 Change %
+13.64%
% of All Funds
6.52%
New
334
Increased
1,161
Reduced
1,244
Closed
106
Calls
$14.3B
Puts
$15.6B
Net Calls
-$1.32B
Net Calls Change
+$3.34B
Name Holding Trade Value Shares
Change
Shares
Change %
RTL
2901
Red Tortoise LLC
Georgia
$109K +$26.6K +200 +32%
BC
2902
Barrett & Company
Rhode Island
$101K +$86.2K +650 +591%
OCM
2903
Osterweis Capital Management
California
$99.4K -$39.8K -300 -29%
CFS
2904
CGC Financial Services
Oregon
$99.4K
HWA
2905
HHM Wealth Advisors
Tennessee
$98.1K +$55.7K +420 +131%
CAM
2906
Creekmur Asset Management
Illinois
$98K +$46.3K +350 +90%
TAM
2907
Tucker Asset Management
Colorado
$96.8K +$1.33K +10 +1%
VWA
2908
Valued Wealth Advisors
Utah
$96.8K +$33.1K +250 +52%
DMKJ
2909
David M. Knott Jr
$94K
JSAM
2910
J. Safra Asset Management
New York
$88.8K -$277K -2,090 -76%
KFP
2911
Keener Financial Planning
Texas
$88K -$88K -660 -50%
GFPC
2912
Global Financial Private Client
Florida
$86.4K -$29.7K -220 -26%
SA
2913
Scarborough Advisors
Maryland
$86.2K
NI
2914
NCP Inc
California
$86.2K +$86.2K +650 New
SRCM
2915
Signature Resources Capital Management
California
$82.6K
FFL
2916
Financial Freedom LLC
Ohio
$82.3K -$27.9K -210 -25%
WPWM
2917
Western Pacific Wealth Management
Illinois
$82.2K +$5.31K +40 +7%
SIC
2918
SJS Investment Consulting
Ohio
$80.9K +$26.5K +200 +49%
POIA
2919
Pin Oak Investment Advisors
Texas
$80K
FIM
2920
FWL Investment Management
Texas
$78.2K +$55.7K +420 +247%
HDIM
2921
Hanson & Doremus Investment Management
Vermont
$78K -$80.6K -610 -51%
CMP
2922
Coston McIsaac & Partners
Maine
$77K
KHC
2923
Koesten Hirschmann & Crabtree
Kansas
$76.9K
CIR
2924
Clear Investment Research
Georgia
$75.9K -$18.6K -140 -20%
WAS
2925
Winch Advisory Services
Wisconsin
$75.3K +$5.29K +40 +8%