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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 %
BIA
3001
Bell Investment Advisors
California
$225K +$6.42K +40 +3%
LFS
3002
Lutz Financial Services
Nebraska
$225K -$153K -950 -40%
HTIM
3003
Harbour Trust & Investment Management
Indiana
$225K +$225K +1,400 New
BCM
3004
Boltwood Capital Management
California
$225K +$225K +1,400 New
OPPS
3005
Obsidian Personal Planning Solutions
Maryland
$225K +$225K +1,400 New
DWA
3006
Delap Wealth Advisory
Oregon
$222K -$1.44M -8,960 -87%
MIM
3007
Montgomery Investment Management
Maryland
$222K +$222K +1,380 New
MWP
3008
Madison Wealth Partners
Wisconsin
$221K +$221K +1,380 New
AFAS
3009
Acorn Financial Advisory Services
Virginia
$221K +$221K +1,380 New
HWA
3010
Heartwood Wealth Advisors
Virginia
$220K +$220K +1,370 New
BCM
3011
Brookmont Capital Management
Texas
$219K -$43.2K -270 -16%
M1FG
3012
Mach-1 Financial Group
Arkansas
$218K +$218K +1,360 New
MWM
3013
Mascoma Wealth Management
New Hampshire
$218K +$12.8K +80 +6%
PCA
3014
Providence Capital Advisors
North Carolina
$218K +$14.5K +90 +7%
SFG
3015
Sterling Financial Group
California
$218K +$218K +1,360 New
LWP
3016
LMG Wealth Partners
Louisiana
$218K +$218K +1,360 New
CSPAM
3017
Cary Street Partners Asset Management
Virginia
$218K +$218K +1,360 New
PCMF
3018
Private Capital Management (Florida)
Florida
$217K +$217K +1,350 New
FLII
3019
First Long Island Investors
New York
$217K +$217K +1,350 New
GWWM
3020
Great Waters Wealth Management
Minnesota
$217K +$217K +1,350 New
SA
3021
Scarborough Advisors
Maryland
$215K +$111K +690 +106%
WRPWM
3022
Werba Rubin Papier Wealth Management
California
$215K -$130K -810 -38%
CSB
3023
City State Bank
Iowa
$215K
DCP
3024
DSM Capital Partners
Florida
$215K +$80.3K +500 +60%
WDA
3025
Wendell David Associates
New Hampshire
$215K +$215K +1,340 New