We are live on ! Find out more
AVGO icon

Broadcom

2,201 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 984 increasing their positions, 792 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 102

85.96% more ownership

Funds ownership: 810.21%896.17% (+86%)

24% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 792

24% more funds holding in top 10

Funds holding in top 10: 166206 (+40)

13% more capital invested

Capital invested by funds: $189B → $215B (+$25.5B)

3% more funds holding

Funds holding: 2,1422,201 (+59)

27% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $5.8B

Holders
2,201
Holders Change
+59
Holders Change %
+2.75%
% of All Funds
35.07%
Holding in Top 10
206
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.1%
% of All Funds
3.28%
New
210
Increased
984
Reduced
792
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
1226
Cedar Brook Financial Partners
Ohio
$1.46M +$128K +2,120 +10%
CFA
1227
Camarda Financial Advisors
Florida
$1.45M +$249K +4,140 +22%
CAM
1228
Chesapeake Asset Management
New York
$1.45M +$1.36M +22,640 New
SF
1229
Summit Financial
New Jersey
$1.45M +$56K +930 +4%
BTW
1230
Boston Trust Walden
Massachusetts
$1.45M
BA
1231
Birinyi Associates
Connecticut
$1.44M +$541K +9,000 +67%
SA
1232
SRN Advisors
Pennsylvania
$1.44M -$5.42K -90 -0.4%
GLR
1233
Great Lakes Retirement
Ohio
$1.44M +$114K +1,890 +9%
BIA
1234
Benchmark Investment Advisors
Illinois
$1.44M -$74K -1,230 -5%
JWCA
1235
J.W. Cole Advisors
Florida
$1.43M +$55.4K +920 +4%
EP
1236
Eudaimonia Partners
Tennessee
$1.43M +$25.9K +430 +2%
LA
1237
Lifeworks Advisors
Michigan
$1.42M -$257K -4,270 -16%
GCA
1238
Greenwood Capital Associates
South Carolina
$1.42M +$2.41K +40 +0.2%
PWA
1239
Providence Wealth Advisors
Illinois
$1.41M -$4.21K -70 -0.3%
GGI
1240
Godsey & Gibb Inc
Virginia
$1.4M +$1.28M +21,300 +3,550%
HIA
1241
Harbor Investment Advisory
Maryland
$1.4M -$1.8K -30 -0.1%
SAM
1242
Sabadell Asset Management
Spain
$1.4M
FWM
1243
Forza Wealth Management
Florida
$1.39M +$1.3M +21,600 New
MWPCG
1244
Measured Wealth Private Client Group
New Hampshire
$1.38M +$102K +1,690 +9%
LAIC
1245
Lederer & Associates Investment Counsel
California
$1.37M
LC
1246
Lavaca Capital
Texas
$1.37M -$10.2K -170 -0.8%
SW
1247
SkyOak Wealth
Michigan
$1.36M +$30.7K +510 +2%
VT
1248
Vise Technologies
New York
$1.36M +$187K +3,100 +17%
AWA
1249
Arete Wealth Advisors
Illinois
$1.35M -$7.22K -120 -0.6%
LBWM
1250
Left Brain Wealth Management
Illinois
$1.35M +$1.3M +21,570 New

AVGO Hedge Fund Activity: Q1 2023 in Review

2,201 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2023, worth a combined $215B — up 13% from $189B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new AVGO positions and 102 closed out — a net gain of 108 holders — while 984 added to existing stakes and 792 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.77B. The largest seller was Capital International Investors, cutting an estimated $1.59B.

  • 2,201 institutional investors held Broadcom (AVGO) as of Q1 2023, up from 2,142 in Q4 2022.
  • Funds reported $215B of Broadcom stock for Q1 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Broadcom positions in Q1 2023 and 102 closed out, a net change of +108 holders.
  • The largest Broadcom buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.77B added.
  • The largest Broadcom seller in Q1 2023 was Capital International Investors, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2023.