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Broadcom
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Overview Fund Activity

1,987 hedge funds and large institutions have $157B invested in Broadcom in 2022 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 907 increasing their positions, 723 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
-61
Holders Change %
-2.98%
% of All Funds
33.6%
Holding in Top 10
103
Holding in Top 10 Change
-57
Holding in Top 10 Change %
-35.63%
% of All Funds
1.74%
New
139
Increased
907
Reduced
723
Closed
163
Calls
$2.61B
Puts
$3.45B
Net Calls
-$846M
Net Calls Change
+$1.79B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$739M
2
BlackRock
BlackRock
New York
+$386M
3
Charles Schwab
Charles Schwab
California
+$327M
4
Bank of America
Bank of America
North Carolina
+$240M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$227M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$965M
2
Capital World Investors
Capital World Investors
California
-$890M
3
Capital International Investors
Capital International Investors
California
-$334M
4
State Street
State Street
Massachusetts
-$274M
5
Goldman Sachs
Goldman Sachs
New York
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
1001
Avidian Wealth Enterprises
Texas
$1.57M -$671K -13,800 -30%
AOWM
1002
Alpha Omega Wealth Management
Virginia
$1.56M -$65.6K -1,350 -4%
NDSI
1003
Newman Dignan & Sheerar Inc
Rhode Island
$1.56M +$221K +4,550 +16%
LB
1004
Legacy Bridge
Iowa
$1.56M -$194K -4,000 -11%
CG
1005
Castellan Group
Kentucky
$1.56M +$27.7K +570 +2%
OL
1006
Optas LLC
Texas
$1.56M +$6.32K +130 +0.4%
HT
1007
Heritage Trust
Oklahoma
$1.55M -$22.3K -460 -1%
GEA
1008
Glen Eagle Advisors
New Jersey
$1.55M +$2.43K +50 +0.2%
PAMG
1009
Patton Albertson Miller Group
Tennessee
$1.55M -$261K -5,370 -14%
SFP
1010
Shepherd Financial Partners
Massachusetts
$1.54M +$123K +2,530 +9%
HCM
1011
HMS Capital Management
Tennessee
$1.54M +$390K +8,030 +34%
QCG
1012
Quadrant Capital Group
Ohio
$1.53M +$49.5K +1,020 +3%
CWMU
1013
Caliber Wealth Management (Utah)
Utah
$1.53M +$1.53M +31,410 New
FCFC
1014
First Commonwealth Financial Corp
Pennsylvania
$1.52M -$38.4K -790 -2%
UCMOK
1015
United Capital Management of KS
Kansas
$1.52M +$11.7K +240 +0.8%
HCCM
1016
Hudson Canyon Capital Management
New York
$1.52M +$16K +330 +1%
FBFS
1017
First Business Financial Services
Wisconsin
$1.51M -$95.7K -1,970 -6%
MMA
1018
Miracle Mile Advisors
California
$1.51M +$219K +4,500 +17%
CA
1019
Clearstead Advisors
Ohio
$1.5M +$118K +2,420 +8%
AWP
1020
Ascent Wealth Partners
New York
$1.5M +$411K +10,490 +38%
KCM
1021
Kornitzer Capital Management
Kansas
$1.5M -$878K -18,070 -37%
DMBA
1022
Deseret Mutual Benefit Administrators
Utah
$1.5M +$117K +2,410 +8%
TSWM
1023
Triangle Securities Wealth Management
North Carolina
$1.49M -$16.5K -340 -1%
LIM
1024
Longfellow Investment Management
Massachusetts
$1.49M – – –
GBT
1025
Grove Bank & Trust
Florida
$1.49M -$491K -10,100 -25%
39 40
41
42 43