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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 %
AC
1226
Abbrea Capital
California
$1.88M +$108K +1,250 +6%
MWPCG
1227
Measured Wealth Private Client Group
New Hampshire
$1.87M +$11.3K +130 +0.6%
FCFC
1228
First Commonwealth Financial Corp
Pennsylvania
$1.87M -$229K -2,640 -11%
AWA
1229
Arete Wealth Advisors
Illinois
$1.87M +$36.4K +420 +2%
TFA
1230
Transamerica Financial Advisors
Florida
$1.86M +$122K +1,410 +7%
SFP
1231
Sweet Financial Partners
Minnesota
$1.85M +$411K +4,740 +29%
PNC
1232
Park National Corp
Ohio
$1.84M -$393K -4,530 -18%
SW
1233
SkyOak Wealth
Michigan
$1.84M – – –
WP
1234
WealthSource Partners
California
$1.84M +$42.5K +490 +2%
LC
1235
Lavaca Capital
Texas
$1.83M -$14.7K -170 -0.8%
MW
1236
Marcum Wealth
Ohio
$1.83M -$537K -6,190 -23%
RDWM
1237
Red Door Wealth Management
Tennessee
$1.83M +$1.83M +21,100 New
EWM
1238
EPG Wealth Management
Georgia
$1.82M -$331K -3,810 -15%
AIIMS
1239
Analyst IMS Investment Management Services
Israel
$1.82M +$15.5K +180 +0.9%
RWA
1240
Ropes Wealth Advisors
Massachusetts
$1.82M +$468K +5,390 +35%
TSWM
1241
Triangle Securities Wealth Management
North Carolina
$1.81M -$620K -7,150 -25%
NFA
1242
Northern Financial Advisors
Michigan
$1.81M +$47.7K +550 +3%
ZF
1243
Zhang Financial
Michigan
$1.81M +$89.7K +1,030 +5%
RWA
1244
Rainsberger Wealth Advisors
Colorado
$1.8M +$31.2K +360 +2%
PWA
1245
Providence Wealth Advisors
Illinois
$1.8M -$125K -1,450 -6%
DCM
1246
Dupont Capital Management
Delaware
$1.8M -$1.66M -19,100 -48%
LWCFA
1247
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.79M +$6.07K +70 +0.3%
NW
1248
Naviter Wealth
Arkansas
$1.79M +$192K +2,210 +12%
CFS
1249
CRA Financial Services
New Jersey
$1.79M +$42.5K +490 +2%
RIM
1250
Redwood Investment Management
Arizona
$1.79M +$1.79M +20,590 New
48 49
50
51 52