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Broadcom

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
Name Holding Trade Value Shares
Change
Shares
Change %
SF
1401
Symphony Financial
Texas
$905K -$40.6K -640 -4%
FP
1402
Fiduciary Planning
Florida
$905K +$905K +14,100 New
TAIM
1403
TD Ameritrade Investment Management
Nebraska
$899K -$214K -3,330 -19%
AWM
1404
Accurate Wealth Management
Florida
$899K +$373K +5,950 +71%
CAMV
1405
Concord Asset Management (Virginia)
Virginia
$898K +$545K +8,490 +154%
LFA
1406
Legacy Financial Advisors
Kentucky
$896K +$58.4K +910 +7%
II
1407
Inspire Investing
Idaho
$891K +$497K +7,750 +126%
OCG
1408
Opus Capital Group
Ohio
$891K -$16.7K -260 -2%
CFSG
1409
Clark Financial Services Group
Missouri
$890K -$5.77K -90 -0.6%
PWMG
1410
Provence Wealth Management Group
California
$888K +$286K +4,460 +48%
NP
1411
NorthRock Partners
Minnesota
$885K -$125K -1,950 -12%
FI
1412
Financial Insights
Washington
$883K +$883K +13,770 New
AAM
1413
AMI Asset Management
California
$881K -$298K -4,650 -25%
TWI
1414
Thomas White International
Illinois
$881K +$8.98K +140 +1%
SAM
1415
Sompo Asset Management
Japan
$879K +$32.1K +500 +4%
EWM
1416
Evermay Wealth Management
Virginia
$878K +$23.1K +360 +3%
ZIMP
1417
Zimmermann Investment Management & Planning
Pennsylvania
$877K +$143K +2,230 +19%
JIP
1418
Jaffetilchin Investment Partners
Florida
$872K +$329K +5,130 +61%
BBA
1419
Baader Bank Aktiengesellschaft
Germany
$872K +$872K +13,700 New
TWD
1420
True Wealth Design
Ohio
$871K +$867K +13,510 +22,517%
GBT
1421
Grove Bank & Trust
Florida
$867K -$549K -8,550 -39%
MYIA
1422
Mount Yale Investment Advisors
Colorado
$862K +$442K +6,890 +105%
CFGS
1423
Concourse Financial Group Securities
Alabama
$860K +$79.6K +1,240 +10%
DFC
1424
DB Fitzpatrick & Co
Idaho
$859K +$19.2K +300 +2%
VNA
1425
Valley National Advisers
Pennsylvania
$859K +$7.61K +120 +0.9%