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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 %
GA
1226
Geller Advisors
New York
$844K -$4.86K -100 -0.6%
DA
1227
Doliver Advisors
Texas
$838K -$60.8K -1,250 -7%
PWPS
1228
Pinnacle Wealth Planning Services
Ohio
$837K -$123K -2,530 -13%
PWS
1229
Precision Wealth Strategies
Missouri
$832K +$92K +1,910 +12%
SIA
1230
Strategic Investment Advisors
Michigan
$821K +$7.77K +160 +1%
LJCM
1231
Lee Johnson Capital Management
Texas
$820K +$66.6K +1,370 +9%
OC
1232
Oakworth Capital
Alabama
$817K – – –
CAG
1233
Crestwood Advisors Group
Massachusetts
$816K -$9.71K -200 -1%
GW
1234
GW & Wade
Massachusetts
$814K +$40.8K +840 +5%
WANY
1235
Wealthspire Advisors (New York)
New York
$811K +$223K +4,590 +38%
MA
1236
MUFG Americas
New York
$809K +$247K +5,090 +44%
NC
1237
NewSquare Capital
Pennsylvania
$804K +$14.6K +300 +2%
B
1238
Bailard
California
$802K -$24.3K -500 -3%
IA
1239
IFP Advisors
Florida
$800K – – –
BWM
1240
Buckley Wealth Management
Nevada
$799K +$14.6K +300 +2%
FL
1241
Fort LP
Maryland
$788K -$542K -11,160 -41%
LS
1242
Leelyn Smith
Illinois
$788K -$135K -2,780 -15%
S
1243
Seeyond
France
$785K +$37.4K +770 +5%
PFS
1244
Physicians Financial Services
North Carolina
$783K -$24.3K -500 -3%
SW
1245
StrongBox Wealth
Missouri
$783K +$93.7K +1,930 +14%
MCWA
1246
Meadow Creek Wealth Advisors
Georgia
$781K +$15.6K +320 +2%
CA
1247
Crumly & Associates
Illinois
$780K +$13.1K +270 +2%
IFAM
1248
Institutional & Family Asset Management
Colorado
$780K +$23.3K +480 +3%
EF
1249
Empowered Funds
Pennsylvania
$780K +$121K +2,490 +18%
Cohen & Steers
1250
Cohen & Steers
New York
$779K -$21.9K -450 -3%
48 49
50
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