We are live on ! Find out more
AVGO icon

Broadcom

2,201 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 984 increasing their positions, 792 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 102

85.96% more ownership

Funds ownership: 810.21%896.17% (+86%)

24% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 792

24% more funds holding in top 10

Funds holding in top 10: 166206 (+40)

13% more capital invested

Capital invested by funds: $189B → $215B (+$25.5B)

3% more funds holding

Funds holding: 2,1422,201 (+59)

27% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $5.8B

Holders
2,201
Holders Change
+59
Holders Change %
+2.75%
% of All Funds
35.07%
Holding in Top 10
206
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.1%
% of All Funds
3.28%
New
210
Increased
984
Reduced
792
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FHB
801
First Hawaiian Bank
Hawaii
$4.39M +$560K +9,300 +16%
BHPW
802
Beverly Hills Private Wealth
California
$4.39M +$587K +9,760 +17%
CAM
803
Covenant Asset Management
New Jersey
$4.38M +$186K +3,090 +5%
PFA
804
Pathway Financial Advisers
Indiana
$4.37M +$74K +1,230 +2%
AFM
805
Andesa Financial Management
Pennsylvania
$4.37M +$2.94M +48,860 +75%
JSC
806
Jackson Square Capital
California
$4.36M +$60.8K +1,010 +2%
ATPW
807
Ashton Thomas Private Wealth
Arizona
$4.36M +$434K +7,220 +12%
TC
808
TownSquare Capital
Utah
$4.36M +$173K +2,870 +4%
S
809
SignatureFD
Georgia
$4.33M +$244K +4,050 +6%
GRP
810
Global Retirement Partners
California
$4.31M +$822K +13,660 +24%
RWP
811
Ridgecrest Wealth Partners
California
$4.3M -$361K -6,000 -8%
LIA
812
LS Investment Advisors
Michigan
$4.28M +$3.46M +57,460 +625%
JAG
813
Journey Advisory Group
Kentucky
$4.27M +$919K +15,270 +30%
SPC
814
Sigma Planning Corp
Michigan
$4.26M +$102K +1,690 +3%
PVM
815
Palogic Value Management
Texas
$4.26M -$6.02K -100 -0.2%
DGAM
816
Desjardins Global Asset Management
Quebec, Canada
$4.23M -$4.75M -78,980 -54%
BRG
817
Bay Rivers Group
Virginia
$4.22M +$30.1K +500 +0.8%
ADL
818
Asset Dedication LLC
California
$4.22M +$113K +1,870 +3%
CCM
819
Consolidated Capital Management
California
$4.19M +$706K +11,740 +22%
CBB
820
Citizens Business Bank
California
$4.19M -$165K -2,750 -4%
MAS
821
Meeder Advisory Services
Ohio
$4.18M +$224K +3,720 +6%
Fayez Sarofim & Co
822
Fayez Sarofim & Co
Texas
$4.13M -$223K -3,710 -5%
PWMAG
823
Pinnacle Wealth Management Advisory Group
New Jersey
$4.11M +$2.45M +40,710 +175%
CG
824
Caprock Group
Idaho
$4.08M +$418K +6,940 +12%
PPW
825
Parcion Private Wealth
Washington
$4.07M +$634K +10,530 +20%

AVGO Hedge Fund Activity: Q1 2023 in Review

2,201 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2023, worth a combined $215B — up 13% from $189B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new AVGO positions and 102 closed out — a net gain of 108 holders — while 984 added to existing stakes and 792 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.77B. The largest seller was Capital International Investors, cutting an estimated $1.59B.

  • 2,201 institutional investors held Broadcom (AVGO) as of Q1 2023, up from 2,142 in Q4 2022.
  • Funds reported $215B of Broadcom stock for Q1 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Broadcom positions in Q1 2023 and 102 closed out, a net change of +108 holders.
  • The largest Broadcom buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.77B added.
  • The largest Broadcom seller in Q1 2023 was Capital International Investors, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2023.