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Broadcom
AVGO

Overview Fund Activity

3,247 hedge funds and large institutions have $560B invested in Broadcom in 2024 Q2 according to their latest regulatory filings, with 337 funds opening new positions, 1,454 increasing their positions, 1,163 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,247
Holders Change
+202
Holders Change %
+6.63%
% of All Funds
47.22%
Holding in Top 10
550
Holding in Top 10 Change
+100
Holding in Top 10 Change %
+22.22%
% of All Funds
8%
New
337
Increased
1,454
Reduced
1,163
Closed
94
Calls
$19.1B
Puts
$20.4B
Net Calls
-$1.28B
Net Calls Change
+$33M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$3.08B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.48B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.7B
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.59B
5
Goldman Sachs
Goldman Sachs
New York
+$1.54B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$10.3B
2
Capital World Investors
Capital World Investors
California
-$5.67B
3
Capital International Investors
Capital International Investors
California
-$3.15B
4
BlackRock
BlackRock
New York
-$1.14B
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
1226
Trustmark National Bank Trust Department
Mississippi
$5.19M +$67.4K +420 +1%
PPWP
1227
Premier Path Wealth Partners
New Jersey
$5.18M -$24.1K -150 -0.5%
WC
1228
Westhampton Capital
North Carolina
$5.18M -$40.1K -250 -0.8%
EFM
1229
Eley Financial Management
Vermont
$5.17M -$119K -740 -2%
MAM
1230
MWA Asset Management
Massachusetts
$5.17M -$141K -880 -3%
NEAM
1231
New England Asset Management
Connecticut
$5.16M -$1.21M -7,550 -19%
RCA
1232
Ranch Capital Advisors
Florida
$5.14M -$222K -1,380 -4%
UCMOK
1233
United Capital Management of KS
Kansas
$5.13M -$161K -1,000 -3%
KNW
1234
Kesler Norman & Wride
Utah
$5.13M +$1.07M +6,630 +26%
FFM
1235
Forum Financial Management
Illinois
$5.13M +$236K +1,470 +5%
HAS
1236
HBW Advisory Services
California
$5.12M -$421K -2,620 -8%
BHIA
1237
Birch Hill Investment Advisors
Massachusetts
$5.11M -$226K -1,410 -4%
AC
1238
Avestar Capital
New York
$5.11M +$967K +6,020 +23%
HIS
1239
Harvest Investment Services
Illinois
$5.11M +$1.45M +9,010 +39%
CA
1240
CGN Advisors
Kansas
$5.11M -$78.7K -490 -2%
GAM
1241
Grandview Asset Management
Pennsylvania
$5.1M +$19.3K +120 +0.4%
TI
1242
TrueMark Investments
Illinois
$5.09M +$570K +3,550 +13%
DCM
1243
Decatur Capital Management
Georgia
$5.08M +$109K +680 +2%
EWM
1244
Evergreen Wealth Management
Michigan
$5.08M – – –
GM
1245
GeoWealth Management
Illinois
$5.07M +$661K +4,120 +15%
CA
1246
CoreCap Advisors
Michigan
$5.04M -$3.61M -22,500 -42%
HCM
1247
HMS Capital Management
Tennessee
$5.04M +$320K +1,990 +7%
PC
1248
Promethos Capital
Massachusetts
$5.03M +$2.01M +12,510 +66%
VT
1249
Vise Technologies
New York
$5.02M +$25.7K +160 +0.5%
WANY
1250
Wealthspire Advisors (New York)
New York
$5.01M -$185K -1,150 -4%
48 49
50
51 52