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Broadcom
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Overview Fund Activity

2,445 hedge funds and large institutions have $277B invested in Broadcom in 2023 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 1,001 increasing their positions, 989 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,445
Holders Change
+70
Holders Change %
+2.95%
% of All Funds
38.98%
Holding in Top 10
240
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-10.78%
% of All Funds
3.83%
New
196
Increased
1,001
Reduced
989
Closed
99
Calls
$7.01B
Puts
$9.09B
Net Calls
-$2.08B
Net Calls Change
-$245M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$936M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$561M
4
DZ Bank
DZ Bank
Germany
+$555M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$524M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$966M
3
Bank of America
Bank of America
North Carolina
-$625M
4
Capital International Investors
Capital International Investors
California
-$487M
5
Macquarie Group
Macquarie Group
Australia
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
926
Gladius Capital Management
Illinois
$4.24M +$4.24M +51,070 New
WCM
927
Wunderlich Capital Managemnt
Tennessee
$4.23M -$129K -1,550 -3%
SWM
928
Spire Wealth Management
Virginia
$4.23M -$30.7K -370 -0.7%
HCM
929
Hudson Capital Management
New Jersey
$4.22M -$306K -3,680 -7%
SWS
930
SYSTM Wealth Solutions
Illinois
$4.21M +$139K +1,670 +3%
AG
931
Ascent Group
Virginia
$4.19M +$3.21M +35,260 +330%
FNB
932
Farmers National Bank
Kentucky
$4.17M +$476K +5,730 +13%
TA
933
Tectonic Advisors
Texas
$4.16M -$389K -4,680 -9%
RS
934
Robeco Schweiz
Switzerland
$4.15M +$1.66M +20,000 +67%
GBWM
935
Granite Bay Wealth Management
New Hampshire
$4.12M +$4.12M +47,490 New
SS
936
Sunbelt Securities
Texas
$4.11M -$42.4K -510 -1%
LIP
937
Lighthouse Investment Partners
Florida
$4.07M +$4.07M +49,050 New
B
938
Bailard
California
$4.06M -$24.9K -300 -0.6%
RF
939
Robbins Farley
New Hampshire
$4.05M +$73.9K +890 +2%
Capstone Investment Advisors
940
Capstone Investment Advisors
New York
$4.05M +$3.87M +46,600 +2,118%
CD
941
Chapin Davis
Maryland
$4.03M +$2.15M +25,870 +114%
WS
942
Wedbush Securities
California
$4.03M +$70.6K +850 +2%
SPC
943
Sigma Planning Corp
Michigan
$4.02M +$236K +2,840 +6%
TAM
944
Trust Asset Management
Texas
$4.02M – – –
MA
945
Montag & Associates
Georgia
$4.01M +$47.3K +570 +1%
AAM
946
Azzad Asset Management
Virginia
$4M +$50.7K +610 +1%
KA
947
Kovack Advisors
Florida
$4M +$579K +6,970 +17%
HWAM
948
Hennion & Walsh Asset Management
New Jersey
$4M -$327K -3,940 -8%
QI
949
Qtron Investments
Massachusetts
$3.97M -$43.2K -520 -1%
RSC
950
Red Spruce Capital
Pennsylvania
$3.97M -$1.66K -20 -0%
36 37
38
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