AVGO icon

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 %
PWM
3651
Power Wealth Management
Georgia
$208K +$208K +896 New
SFC
3652
Swisher Financial Concepts
Ohio
$208K -$385K -1,658 -65%
PWS
3653
Proactive Wealth Strategies
Georgia
$207K +$207K +894 New
AWA
3654
Arbor Wealth Advisors
Michigan
$206K +$206K +890 New
MWM
3655
MBE Wealth Management
Wisconsin
$205K -$76.5K -330 -27%
GPA
3656
Garrison Point Advisors
California
$204K +$204K +880 New
MSWMA
3657
Market Street Wealth Management Advisors
Indiana
$204K +$204K +880 New
HCC
3658
Hirtle Callaghan & Co
Pennsylvania
$204K +$204K +879 New
TFA
3659
TPG Financial Advisors
Oregon
$202K +$202K +872 New
AWP
3660
Avid Wealth Partners
Texas
$201K +$201K +867 New
OIS
3661
Okabena Investment Services
Minnesota
$200K +$200K +864 New
DRP
3662
Decker Retirement Planning
Utah
$199K +$199K +860 New
CFS
3663
CGC Financial Services
Oregon
$197K
FPB
3664
First PREMIER Bank
South Dakota
$197K +$107K +460 +118%
CWM
3665
Copia Wealth Management
Oregon
$194K +$194K +835 New
Q1WB
3666
Quest 10 Wealth Builders
Virginia
$193K +$193K +834 New
AEPWM
3667
Atlantic Edge Private Wealth Management
Florida
$192K +$32K +138 +20%
BONH
3668
Bank of New Hampshire
New Hampshire
$190K +$55.6K +240 +41%
CCC
3669
Chelsea Counsel Company
California
$185K +$185K +800 New
SFA
3670
Semmax Financial Advisors
North Carolina
$183K -$21K -89 -10%
DKCM
3671
Davidson Kahn Capital Management
California
$183K +$183K +789 New
NWMP
3672
Noble Wealth Management PBC
Colorado
$179K +$179K +770 New
W
3673
WealthCollab
Washington
$177K +$22.5K +97 +15%
MB
3674
Mizuho Bank
Japan
$174K +$11.6K +50 +7%
SFG
3675
Stonebridge Financial Group
Pennsylvania
$172K +$172K +743 New