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Broadcom
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Overview Fund Activity

2,187 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 977 increasing their positions, 791 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
+56
Holders Change %
+2.63%
% of All Funds
35%
Holding in Top 10
205
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.24%
% of All Funds
3.28%
New
207
Increased
977
Reduced
791
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$717M
2
State Street
State Street
Massachusetts
+$510M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$357M
4
BlackRock
BlackRock
New York
+$321M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$265M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.69B
2
Capital World Investors
Capital World Investors
California
-$1.29B
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$1.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
5
Franklin Resources
Franklin Resources
California
-$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
1251
Laidlaw Wealth Management
New York
$1.31M -$1.28K -20 -0.1%
NFA
1252
Northern Financial Advisors
Michigan
$1.31M +$1.31M +20,360 New
CBTWT
1253
Community Bank & Trust (Waco, Texas)
Texas
$1.31M -$53.9K -840 -4%
TMWM
1254
Taylor & Morgan Wealth Management
Michigan
$1.3M -$16.7K -260 -1%
WEG
1255
World Equity Group
Illinois
$1.3M +$1.28M +350,140 +6,906%
CFS
1256
CRA Financial Services
New Jersey
$1.29M – – –
TFA
1257
Transamerica Financial Advisors
Florida
$1.29M +$19.9K +310 +2%
RCAG
1258
Rehmann Capital Advisory Group
Michigan
$1.29M -$1.93K -30 -0.1%
WAP
1259
Wealthcare Advisory Partners
Pennsylvania
$1.28M -$82.7K -1,290 -6%
CWP
1260
Concord Wealth Partners
Virginia
$1.28M +$105K +1,630 +9%
QCM
1261
Qsemble Capital Management
New York
$1.28M +$1.28M +20,000 New
LFM
1262
Lumina Fund Management
New York
$1.28M – – –
MCM
1263
Monument Capital Management
Virginia
$1.28M +$494K +7,700 +63%
RPCONE
1264
Retirement Planning Company of New England
Rhode Island
$1.27M -$10.3K -160 -0.8%
HIM
1265
Hanlon Investment Management
New Jersey
$1.27M +$1.27M +19,790 New
BOPW
1266
Brandywine Oak Private Wealth
Pennsylvania
$1.27M -$22.5K -350 -2%
ZF
1267
Zhang Financial
Michigan
$1.26M +$3.85K +60 +0.3%
CA
1268
Claro Advisors
Massachusetts
$1.26M +$17.3K +270 +1%
CAG
1269
Csenge Advisory Group
Florida
$1.26M -$91.1K -1,420 -7%
WPC
1270
Wedmont Private Capital
Pennsylvania
$1.25M +$198K +3,150 +19%
CWM
1271
Chesapeake Wealth Management
Virginia
$1.25M +$66.1K +1,030 +6%
WPW
1272
Waldron Private Wealth
Pennsylvania
$1.24M +$158K +2,470 +15%
IFAM
1273
Institutional & Family Asset Management
Colorado
$1.24M +$40.4K +630 +3%
MC
1274
Machina Capital
France
$1.23M +$1.23M +19,210 New
CPR
1275
CSU Producer Resources
Ohio
$1.22M – – –
49 50
51
52 53