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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 %
MTWM
1126
Masso Torrence Wealth Management
New Jersey
$2.45M -$93.7K -1,080 -4%
WI
1127
WrapManager Inc
California
$2.45M -$582K -6,710 -19%
MFGM
1128
Marshall Financial Group (Maryland)
Maryland
$2.44M +$446K +5,140 +22%
PG
1129
Patten Group
Tennessee
$2.44M -$126K -1,450 -5%
AIA
1130
Affinity Investment Advisors
California
$2.43M -$748K -8,620 -24%
GA
1131
Geller Advisors
New York
$2.41M +$1.11M +12,820 +86%
PWA
1132
Phoenix Wealth Advisors
North Carolina
$2.41M -$1.52M -17,580 -39%
EAMA
1133
EFG Asset Management (Americas)
Florida
$2.41M -$30.4K -350 -1%
ECI
1134
EFG Capital International
Florida
$2.41M +$2.41M +27,760 New
HSA
1135
HBK Sorce Advisory
Pennsylvania
$2.4M -$15.6K -180 -0.6%
VCWA
1136
Vanguard Capital Wealth Advisors
Colorado
$2.39M +$10.4K +120 +0.4%
RA
1137
RFG Advisory
Alabama
$2.39M -$200K -2,310 -8%
TFA
1138
Toth Financial Advisory
Virginia
$2.38M +$837K +9,650 +54%
CC
1139
Commons Capital
Massachusetts
$2.37M -$58.1K -670 -2%
SIM
1140
Stratos Investment Management
Ohio
$2.37M +$1.49M +17,130 +168%
HI
1141
Harbour Investments
Wisconsin
$2.37M – – –
KIG
1142
Kennedy Investment Group
New Jersey
$2.36M +$46K +530 +2%
HIM
1143
Harbour Investment Management
Washington
$2.36M -$92.8K -1,070 -4%
PMA
1144
Prudent Man Advisors
Illinois
$2.35M -$46.8K -540 -2%
PP
1145
Patten & Patten
Tennessee
$2.35M +$156K +1,800 +7%
PGIM
1146
Pacific Global Investment Management
California
$2.35M -$26K -300 -1%
FFM
1147
Forum Financial Management
Illinois
$2.34M +$230K +2,650 +11%
WFG
1148
Wills Financial Group
Virginia
$2.29M -$17.4K -200 -0.8%
ESB
1149
Essex Savings Bank
Connecticut
$2.28M +$20.8K +240 +0.9%
DC
1150
DeDora Capital
California
$2.28M -$159K -1,830 -7%
44 45
46
47 48