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Broadcom
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Overview Fund Activity

2,375 hedge funds and large institutions have $287B invested in Broadcom in 2023 Q2 according to their latest regulatory filings, with 301 funds opening new positions, 801 increasing their positions, 1,054 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+188
Holders Change %
+8.6%
% of All Funds
37.45%
Holding in Top 10
269
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+31.22%
% of All Funds
4.24%
New
301
Increased
801
Reduced
1,054
Closed
90
Calls
$7.45B
Puts
$9.28B
Net Calls
-$1.83B
Net Calls Change
-$293M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.59B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.46B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$867M
4
GQG Partners
GQG Partners
Florida
+$864M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$784M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$29.2B
2
Capital International Investors
Capital International Investors
California
-$4.06B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.98B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.7B
5
Bank of America
Bank of America
North Carolina
-$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
1001
Ironwood Investment Counsel
Arizona
$3.29M -$140K -1,610 -4%
FFA
1002
Fragasso Financial Advisors
Pennsylvania
$3.28M +$3.28M +37,780 New
SC
1003
Savant Capital
Illinois
$3.26M +$116K +1,340 +4%
TC
1004
Taika Capital
Florida
$3.26M -$1.91M -22,000 -37%
Empower Advisory Group
1005
Empower Advisory Group
Colorado
$3.26M -$104K -1,200 -3%
ACG
1006
Allen Capital Group
Nebraska
$3.25M -$1.11M -12,810 -25%
SGCA
1007
Steel Grove Capital Advisors
Tennessee
$3.25M -$160K -1,850 -5%
BWM
1008
BerganKDV Wealth Management
Minnesota
$3.24M -$1.56M -17,960 -32%
NA
1009
Nordwand Advisors
Pennsylvania
$3.23M +$3.23M +37,200 New
QCG
1010
Quadrant Capital Group
Ohio
$3.22M +$25.2K +290 +0.8%
CC
1011
Cypress Capital
Tennessee
$3.22M +$3.19M +36,770 +10,815%
CWS
1012
Confluence Wealth Services
Pennsylvania
$3.22M +$201K +2,320 +7%
ACM
1013
Alcosta Capital Management
California
$3.22M +$3.22M +37,070 New
FFA
1014
Founders Financial Alliance
North Carolina
$3.21M -$18.2K -210 -0.6%
GIS
1015
Graphene Investments SAS
France
$3.21M -$1.04M -12,000 -24%
SACTSONJ
1016
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.21M – – –
GAM
1017
Grandview Asset Management
Pennsylvania
$3.2M -$15.6K -180 -0.5%
HI
1018
Human Investing
Oregon
$3.18M -$592K -6,830 -16%
CA
1019
CGN Advisors
Kansas
$3.18M -$617K -7,110 -16%
SWM
1020
Sugarloaf Wealth Management
Georgia
$3.16M +$203K +2,340 +7%
USCWA
1021
U.S. Capital Wealth Advisors
Texas
$3.16M +$831K +9,580 +36%
SCP
1022
Stamos Capital Partners
California
$3.16M -$1.13M -13,000 -26%
MS
1023
Maven Securities
Jersey
$3.14M +$2.77M +31,880 +747%
SIA
1024
Soltis Investment Advisors
Utah
$3.12M -$1.18M -13,570 -27%
MPPLM
1025
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.12M +$478K +5,510 +18%
39 40
41
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