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Broadcom
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Overview Fund Activity

2,445 hedge funds and large institutions have $277B invested in Broadcom in 2023 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 1,001 increasing their positions, 989 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,445
Holders Change
+70
Holders Change %
+2.95%
% of All Funds
38.98%
Holding in Top 10
240
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-10.78%
% of All Funds
3.83%
New
196
Increased
1,001
Reduced
989
Closed
99
Calls
$7.01B
Puts
$9.09B
Net Calls
-$2.08B
Net Calls Change
-$245M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$936M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$561M
4
DZ Bank
DZ Bank
Germany
+$555M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$524M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$966M
3
Bank of America
Bank of America
North Carolina
-$625M
4
Capital International Investors
Capital International Investors
California
-$487M
5
Macquarie Group
Macquarie Group
Australia
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMM
1351
Mendel Money Management
Illinois
$1.53M +$46.5K +560 +3%
VWM
1352
Venturi Wealth Management
Texas
$1.53M +$406K +4,890 +36%
P8IP
1353
Pier 88 Investment Partners
California
$1.53M -$939K -11,300 -38%
BWP
1354
Balboa Wealth Partners
Arizona
$1.53M +$369K +4,440 +32%
AIC
1355
Argus Investors Counsel
New York
$1.52M -$370K -4,450 -20%
DA
1356
Doliver Advisors
Texas
$1.51M -$9.13K -110 -0.6%
SFP
1357
Shepherd Financial Partners
Massachusetts
$1.51M +$106K +1,280 +8%
FI
1358
Financial Insights
Washington
$1.51M +$34.5K +410 +2%
OHWP
1359
Oak Harbor Wealth Partners
North Carolina
$1.51M +$88.9K +1,070 +6%
MSFS
1360
Main Street Financial Solutions
Pennsylvania
$1.5M +$19.1K +230 +1%
MFG
1361
Magnus Financial Group
New York
$1.5M +$30.7K +370 +2%
NSAM
1362
North Star Asset Management
Wisconsin
$1.5M +$20.8K +250 +1%
PIMJS
1363
PKO Investment Management Joint-Stock
Poland
$1.5M – – –
FTWA
1364
Fifth Third Wealth Advisors
Ohio
$1.49M +$523K +6,300 +54%
FAIM
1365
Financial Advocates Investment Management
Washington
$1.49M +$580K +6,980 +64%
AP
1366
Americana Partners
Texas
$1.48M -$446K -5,370 -23%
BPCA
1367
Bank Pictet & Cie (Asia)
Singapore
$1.48M -$215K -2,590 -13%
CC
1368
Commons Capital
Massachusetts
$1.48M -$795K -9,570 -35%
PCG
1369
Prosperity Consulting Group
Maryland
$1.46M +$216K +2,600 +17%
FFS
1370
Founders Financial Securities
Maryland
$1.46M -$50.7K -610 -3%
RWMG
1371
Redwood Wealth Management Group
New Jersey
$1.46M +$75.6K +910 +5%
RCAG
1372
Rehmann Capital Advisory Group
Michigan
$1.46M -$120K -1,450 -8%
DFCM
1373
Dark Forest Capital Management
Puerto Rico
$1.46M +$862K +10,380 +145%
FCM
1374
Fortis Capital Management
Washington
$1.45M +$136K +1,640 +10%
CGFA
1375
Colton Groome Financial Advisors
North Carolina
$1.45M +$45.7K +550 +3%
53 54
55
56 57