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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 %
IFWM
1101
Institute for Wealth Management
Colorado
$1.23M +$9.71K +200 +0.8%
CAG
1102
Csenge Advisory Group
Florida
$1.23M -$13.6K -280 -1%
OPS
1103
Orion Portfolio Solutions
Nebraska
$1.22M +$111K +2,290 +10%
OPA
1104
Old Port Advisors
Maine
$1.22M +$35.7K +750 +3%
VAG
1105
VisionPoint Advisory Group
Texas
$1.22M -$57.8K -1,060 -5%
MG
1106
Mather Group
Illinois
$1.22M +$243K +5,010 +25%
GAMC
1107
Garner Asset Management Corp
Texas
$1.21M +$62.2K +1,280 +5%
BFM
1108
Boston Financial Management
Massachusetts
$1.21M +$158K +3,260 +15%
LWAM
1109
Legacy Wealth Asset Management
Minnesota
$1.2M -$2.91K -60 -0.2%
WPA
1110
West Paces Advisors
Georgia
$1.2M +$29.1K +600 +2%
JWM
1111
Jupiter Wealth Management
Colorado
$1.2M -$79.6K -1,640 -6%
ACM
1112
Ativo Capital Management
Illinois
$1.19M -$1.46K -30 -0.1%
ZCA
1113
Zeke Capital Advisors
Pennsylvania
$1.18M +$180K +3,710 +18%
ADIM
1114
Alpha DNA Investment Management
Maryland
$1.18M +$41.2K +850 +4%
IF
1115
Intrua Financial
Texas
$1.18M +$97.2K +2,000 +9%
TIA
1116
Trust Investment Advisors
Indiana
$1.17M -$72.9K -1,500 -6%
TW
1117
TrinityPoint Wealth
Connecticut
$1.17M -$24.3K -500 -2%
BAM
1118
Blueshift Asset Management
New Jersey
$1.17M +$893K +18,370 +323%
GAAM
1119
Guinness Atkinson Asset Management
California
$1.17M – – –
OIM
1120
Opus Investment Management
Massachusetts
$1.17M – – –
EP
1121
Eudaimonia Partners
Tennessee
$1.16M +$49.6K +1,020 +4%
GCA
1122
Genesee Capital Advisors
New York
$1.16M +$174K +3,590 +18%
BDF
1123
Balasa Dinverno & Foltz
$1.16M +$99.1K +2,040 +9%
AAMC
1124
Asset Allocation & Management Company
Illinois
$1.15M – – –
JWCA
1125
J.W. Cole Advisors
Florida
$1.15M -$42.3K -870 -4%
43 44
45
46 47