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Broadcom
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Overview Fund Activity

2,445 hedge funds and large institutions have $277B invested in Broadcom in 2023 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 1,001 increasing their positions, 989 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,445
Holders Change
+70
Holders Change %
+2.95%
% of All Funds
38.98%
Holding in Top 10
240
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-10.78%
% of All Funds
3.83%
New
196
Increased
1,001
Reduced
989
Closed
99
Calls
$7.01B
Puts
$9.09B
Net Calls
-$2.08B
Net Calls Change
-$245M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$936M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$561M
4
DZ Bank
DZ Bank
Germany
+$555M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$524M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$966M
3
Bank of America
Bank of America
North Carolina
-$625M
4
Capital International Investors
Capital International Investors
California
-$487M
5
Macquarie Group
Macquarie Group
Australia
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
DF
1201
Donoghue Forlines
Massachusetts
$2.18M +$59K +710 +3%
ESB
1202
Essex Savings Bank
Connecticut
$2.18M -$9.14K -110 -0.4%
TAM
1203
Tealwood Asset Management
Minnesota
$2.17M -$4.98K -60 -0.2%
CFCI
1204
Comprehensive Financial Consultants Institutional
Indiana
$2.16M +$282K +3,400 +15%
AWA
1205
Arkadios Wealth Advisors
Georgia
$2.16M -$2.14M -25,750 -50%
CAG
1206
Csenge Advisory Group
Florida
$2.16M +$178K +2,140 +9%
PP
1207
Patten & Patten
Tennessee
$2.15M -$99.7K -1,200 -4%
QPWM
1208
Quadrant Private Wealth Management
Pennsylvania
$2.14M -$28.2K -340 -1%
TIA
1209
Trust Investment Advisors
Indiana
$2.13M -$297K -3,580 -12%
WFG
1210
Wills Financial Group
Virginia
$2.13M -$54.8K -660 -3%
BBNA
1211
Bremer Bank National Association
Minnesota
$2.13M +$31.6K +380 +2%
LHC
1212
Little House Capital
Massachusetts
$2.13M -$233K -2,800 -10%
AOWM
1213
Alpha Omega Wealth Management
Virginia
$2.12M -$34.9K -420 -2%
DC
1214
DeDora Capital
California
$2.12M -$58.1K -700 -3%
3IP
1215
3Chopt Investment Partners
Virginia
$2.12M +$29.1K +350 +1%
BIA
1216
Benchmark Investment Advisors
Illinois
$2.11M +$130K +1,570 +7%
BW
1217
Bison Wealth
Georgia
$2.1M +$453K +5,450 +27%
IFWM
1218
Institute for Wealth Management
Colorado
$2.1M -$24.1K -290 -1%
WMA
1219
West Michigan Advisors
Michigan
$2.1M -$9.97K -120 -0.5%
WA
1220
Wealth Architects
California
$2.1M +$51.5K +620 +3%
RL
1221
Retireful LLC
Michigan
$2.09M +$2.09M +25,160 New
BC
1222
Bowman & Company
Wisconsin
$2.08M +$78.2K +940 +4%
MCM
1223
Moore Capital Management
New York
$2.08M – – –
OC
1224
One01 Capital
California
$2.08M +$2.08M +25,000 New
TFA
1225
Teamwork Financial Advisors
Texas
$2.06M +$29.1K +350 +1%
47 48
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