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Broadcom

3,866 hedge funds and large institutions have $839B invested in Broadcom in 2024 Q4 according to their latest regulatory filings, with 653 funds opening new positions, 1,502 increasing their positions, 1,443 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,866
Holders Change
+483
Holders Change %
+14.28%
% of All Funds
51.46%
Holding in Top 10
822
Holding in Top 10 Change
+275
Holding in Top 10 Change %
+50.27%
% of All Funds
10.94%
New
653
Increased
1,502
Reduced
1,443
Closed
108
Calls
$22.9B
Puts
$26.2B
Net Calls
-$3.3B
Net Calls Change
-$2.92B
Name Holding Trade Value Shares
Change
Shares
Change %
RFP
3001
Roth Financial Partners
Texas
$533K
AWA
3002
Acorn Wealth Advisors
Michigan
$533K +$18.8K +81 +4%
WAM
3003
Worth Asset Management
Texas
$533K -$3.43M -14,795 -87%
WCP
3004
Wealthcare Capital Partners
Pennsylvania
$532K +$532K +2,296 New
EBA
3005
Eagle Bay Advisors
New York
$532K -$66.8K -288 -11%
SIC
3006
Sterling Investment Counsel
New York
$531K -$713K -3,077 -57%
BHWM
3007
Bar Harbor Wealth Management
New Hampshire
$531K -$418K -1,805 -44%
AIM
3008
Avity Investment Management
Connecticut
$531K
AAG
3009
Armstrong Advisory Group
Massachusetts
$529K +$5.1K +22 +1%
NWA
3010
Navis Wealth Advisors
New York
$529K -$9.51K -41 -2%
CPA
3011
Cathy Pareto & Associates
Florida
$529K +$529K +2,280 New
EFG
3012
Ehrlich Financial Group
California
$527K -$16.2K -70 -3%
FCG
3013
Fielder Capital Group
Tennessee
$526K -$4.17K -18 -0.8%
GRA
3014
Golden Road Advisors
Florida
$525K -$33.2K -143 -6%
GWP
3015
Gateway Wealth Partners
Wisconsin
$524K +$51.9K +224 +11%
KWM
3016
KFG Wealth Management
Indiana
$524K +$52.6K +227 +11%
VIA
3017
Victrix Investment Advisors
Florida
$524K +$524K +2,258 New
BWM
3018
Birchcreek Wealth Management
Ohio
$523K +$204K +880 +64%
PWA
3019
Physician Wealth Advisors
Utah
$523K +$120K +518 +30%
CPIA
3020
Cornell Pochily Investment Advisors
New York
$523K -$78.6K -339 -13%
SFC
3021
Strategic Financial Concepts
Texas
$521K +$152K +657 +41%
ES
3022
Eagle Strategies
New York
$521K -$175K -755 -25%
BWP
3023
Bernardo Wealth Planning
Pennsylvania
$521K -$57.9K -258 -10%
LWM
3024
LongView Wealth Management
Georgia
$520K -$4.64K -20 -0.9%
FWM
3025
FMB Wealth Management
California
$520K -$6.03K -26 -1%