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Broadcom
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Overview Fund Activity

2,855 hedge funds and large institutions have $405B invested in Broadcom in 2023 Q4 according to their latest regulatory filings, with 546 funds opening new positions, 1,148 increasing their positions, 950 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,855
Holders Change
+410
Holders Change %
+16.77%
% of All Funds
41.85%
Holding in Top 10
396
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+65%
% of All Funds
5.8%
New
546
Increased
1,148
Reduced
950
Closed
99
Calls
$9.82B
Puts
$14.5B
Net Calls
-$4.66B
Net Calls Change
-$2.58B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.65B
2
BlackRock
BlackRock
New York
+$3.56B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.45B
4
State Street
State Street
Massachusetts
+$2.17B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.57B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$1.17B
2
DZ Bank
DZ Bank
Germany
-$780M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$663M
4
Bank of America
Bank of America
North Carolina
-$555M
5
Capital World Investors
Capital World Investors
California
-$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
1026
FAS Wealth Partners
Kansas
$4.84M +$422K +3,780 +10%
HIIFS
1027
Harel Insurance Investments & Financial Services
Israel
$4.84M +$4.27M +38,070 +752%
RFA
1028
ROI Financial Advisors
Oregon
$4.84M +$4.84M +43,310 New
HCM
1029
Hudson Capital Management
New Jersey
$4.83M -$838K -7,510 -15%
PTC
1030
Private Trust Company
Ohio
$4.82M +$97.1K +870 +2%
MGIA
1031
Moneta Group Investment Advisors
Missouri
$4.82M +$385K +3,450 +9%
HH
1032
Hilltop Holdings
Texas
$4.8M +$212K +1,900 +5%
USCWA
1033
U.S. Capital Wealth Advisors
Texas
$4.79M +$81.5K +730 +2%
GXJ
1034
Global X Japan
Japan
$4.78M +$4.78M +42,850 New
CRA
1035
Clear Rock Advisors
Texas
$4.78M +$4.78M +37,260 New
APWM
1036
Argonautica Private Wealth Management
Massachusetts
$4.77M -$136K -1,220 -3%
AOWM
1037
Alpha Omega Wealth Management
Virginia
$4.76M +$1.9M +17,040 +67%
DWA
1038
Dorsey Wright & Associates
California
$4.75M -$108K -970 -2%
MIA
1039
MMBG Investment Advisors
Florida
$4.73M -$54.7K -490 -1%
PS
1040
Principal Securities
Iowa
$4.73M +$4.73M +42,360 New
SC
1041
Savant Capital
Illinois
$4.71M +$229K +2,050 +5%
CWM
1042
Cordatus Wealth Management
Pennsylvania
$4.71M -$96K -860 -2%
GI
1043
GAMMA Investing
California
$4.69M +$4.69M +39,710 New
RIL
1044
Rothschild Investment LLC
Illinois
$4.68M +$114K +1,020 +2%
CIAS
1045
Capital Investment Advisory Services
North Carolina
$4.68M +$78.1K +700 +2%
BCM
1046
Beck Capital Management
Texas
$4.67M +$1.38M +12,370 +42%
RPCONE
1047
Retirement Planning Company of New England
Rhode Island
$4.66M -$45.8K -410 -1%
QPW
1048
Quantum Private Wealth
Florida
$4.63M -$512K -4,590 -10%
AFG
1049
Atomi Financial Group
New York
$4.63M +$1.23M +11,000 +36%
SP
1050
Stonebrook Private
Michigan
$4.63M +$4.63M +41,510 New
40 41
42
43 44