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Broadcom
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Overview Fund Activity

2,855 hedge funds and large institutions have $405B invested in Broadcom in 2023 Q4 according to their latest regulatory filings, with 546 funds opening new positions, 1,148 increasing their positions, 950 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,855
Holders Change
+410
Holders Change %
+16.77%
% of All Funds
41.85%
Holding in Top 10
396
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+65%
% of All Funds
5.8%
New
546
Increased
1,148
Reduced
950
Closed
99
Calls
$9.82B
Puts
$14.5B
Net Calls
-$4.66B
Net Calls Change
-$2.58B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.65B
2
BlackRock
BlackRock
New York
+$3.56B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.45B
4
State Street
State Street
Massachusetts
+$2.17B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.57B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$1.17B
2
DZ Bank
DZ Bank
Germany
-$780M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$663M
4
Bank of America
Bank of America
North Carolina
-$555M
5
Capital World Investors
Capital World Investors
California
-$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFF
1351
USA Financial Formulas
Michigan
$2.48M +$1.92M +17,190 +340%
ACM
1352
Ategra Capital Management
Virginia
$2.48M -$455K -4,080 -16%
WIM
1353
Westside Investment Management
California
$2.48M -$55.8K -500 -2%
PCM
1354
Pinnbrook Capital Management
New York
$2.47M -$2.84M -25,400 -53%
PA
1355
Probity Advisors
Texas
$2.47M -$114K -1,020 -4%
EWM
1356
EPG Wealth Management
Georgia
$2.47M +$58.8K +470 +2%
AFS
1357
Aft Forsyth & Sober
Florida
$2.46M +$2.46M +22,000 New
FCM
1358
Fortis Capital Management
Washington
$2.42M +$472K +4,230 +24%
OIM
1359
Orca Investment Management
Oregon
$2.42M +$207K +1,850 +9%
TSWM
1360
Triangle Securities Wealth Management
North Carolina
$2.41M +$108K +970 +5%
RWA
1361
Rainsberger Wealth Advisors
Colorado
$2.41M +$40.2K +360 +2%
HCM
1362
Hollencrest Capital Management
California
$2.39M +$12.3K +110 +0.5%
HWMA
1363
Heritage Wealth Management (Arizona)
Arizona
$2.39M +$2.39M +21,410 New
FC
1364
Forte Capital
New York
$2.38M +$15.6K +140 +0.7%
PMA
1365
Prudent Man Advisors
Illinois
$2.38M -$286K -2,560 -11%
AIA
1366
Affinity Investment Advisors
California
$2.38M -$263K -2,360 -10%
WBC
1367
West Branch Capital
Massachusetts
$2.37M +$264K +2,370 +13%
AFWM
1368
AMJ Financial Wealth Management
Virginia
$2.37M +$2.37M +21,190 New
SW
1369
SkyOak Wealth
Michigan
$2.36M – – –
CFS
1370
CRA Financial Services
New Jersey
$2.36M +$4.47K +40 +0.2%
BJL
1371
Brighton Jones LLC
Washington
$2.34M +$107K +960 +5%
EGM
1372
Engineers Gate Manager
New York
$2.34M +$2.34M +21,000 New
AC
1373
Avestar Capital
New York
$2.31M +$756K +6,770 +48%
SVWG
1374
Shared Vision Wealth Group
United States
$2.31M +$2.31M +20,710 New
WP
1375
WealthSource Partners
California
$2.31M -$10K -90 -0.4%
53 54
55
56 57