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Broadcom

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
Name Holding Trade Value Shares
Change
Shares
Change %
WP
2976
WMS Partners
Maryland
$234K +$234K +1,460 New
SNBOSCI
2977
Security National Bank of Sioux City Iowa
Iowa
$234K +$234K +1,460 New
FCIM
2978
Fairview Capital Investment Management
California
$234K +$234K +1,460 New
GSB
2979
Greenfield Savings Bank
Massachusetts
$234K +$234K +1,460 New
BWP
2980
Bernardo Wealth Planning
Pennsylvania
$234K -$170K -1,060 -42%
GFP
2981
Guardian Financial Partners
California
$234K +$234K +1,460 New
BMCM
2982
Burns Matteson Capital Management
New York
$233K +$233K +1,450 New
MCP
2983
Martin Capital Partners
Oregon
$233K +$233K +1,450 New
FAM
2984
Family Asset Management
South Carolina
$233K -$11.2K -70 -5%
LSA
2985
Lansing Street Advisors
Pennsylvania
$233K +$233K +1,450 New
AI
2986
Arrien Investments
Idaho
$233K -$12.8K -80 -5%
SOAMC
2987
Spirit of America Management Corp
New York
$233K +$72.2K +450 +45%
RIS
2988
Retirement Income Solutions
Michigan
$233K +$233K +1,450 New
BWM
2989
Birchcreek Wealth Management
Ohio
$233K +$233K +1,450 New
MCM
2990
McRae Capital Management
New Jersey
$233K +$233K +1,450 New
NAM
2991
NTV Asset Management
West Virginia
$233K +$233K +1,450 New
BEC
2992
Blue Edge Capital
Virginia
$233K +$233K +1,450 New
LIA
2993
LifePlan Investment Advisors
North Carolina
$231K +$231K +1,440 New
HWMT
2994
Heritage Wealth Management (Texas)
Texas
$230K +$230K +1,430 New
SA
2995
Skyline Advisors
Washington
$229K +$229K +1,430 New
BSAM
2996
Blue Square Asset Management
New York
$228K +$228K +1,420 New
DGI
2997
Disciplined Growth Investors
Minnesota
$228K +$228K +1,420 New
SWM
2998
SilverOak Wealth Management
Minnesota
$228K +$228K +1,420 New
SCM
2999
Steele Capital Management
Iowa
$226K +$226K +1,410 New
KWS
3000
Keystone Wealth Services
California
$225K -$30.6K -190 -12%