AVGO icon

Broadcom
AVGO

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 %
LWA
1401
Lineweaver Wealth Advisors
Ohio
$2.21M +$1.22M +10,910 +124%
FI
1402
Financial Insights
Washington
$2.21M +$201K +1,800 +10%
SPIS
1403
Steward Partners Investment Solutions
Oregon
$2.2M +$2.2M +19,750 New
LA
1404
Lifeworks Advisors
Michigan
$2.2M +$65.9K +590 +3%
PP
1405
PDS Planning
Ohio
$2.2M +$392K +3,510 +22%
SFP
1406
Shepherd Financial Partners
Massachusetts
$2.18M +$151K +1,350 +7%
SMH
1407
Sanders Morris Harris
Texas
$2.18M +$18.2K +170 +0.8%
LWAM
1408
Legacy Wealth Asset Management
Minnesota
$2.18M -$55.8K -500 -2%
VCM
1409
Violich Capital Management
California
$2.18M +$2.18M +19,550 New
PCM
1410
Palouse Capital Management
Washington
$2.18M -$987K -8,840 -31%
AC
1411
Albar Capital
United Kingdom
$2.18M +$1.24M +11,130 +133%
JRP
1412
Jasper Ridge Partners
California
$2.17M +$2.17M +19,470 New
UH
1413
Unigestion Holding
Switzerland
$2.17M -$2.63M -23,520 -55%
BAM
1414
Belpointe Asset Management
Nevada
$2.17M -$134K -1,200 -6%
PWMG
1415
Provence Wealth Management Group
California
$2.14M +$381K +3,410 +22%
MTC
1416
Matrix Trust Company
Colorado
$2.13M +$55.8K +500 +3%
SAM
1417
Sompo Asset Management
Japan
$2.13M – – –
FAIM
1418
Financial Advocates Investment Management
Washington
$2.13M +$132K +1,180 +7%
CIM
1419
Caldwell Investment Management
Ontario, Canada
$2.13M +$671K +6,000 +46%
CPR
1420
CSU Producer Resources
Ohio
$2.12M – – –
EP
1421
Eudaimonia Partners
Tennessee
$2.12M +$26.8K +240 +1%
Walleye Capital
1422
Walleye Capital
New York
$2.12M +$2.12M +19,000 New
AT
1423
Arlington Trust
Alabama
$2.12M +$2.12M +18,980 New
DA
1424
Duality Advisers
Florida
$2.11M +$2.11M +18,880 New
WPA
1425
West Paces Advisors
Georgia
$2.1M -$146K -1,310 -7%
55 56
57
58 59