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Broadcom
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Overview Fund Activity

1,987 hedge funds and large institutions have $157B invested in Broadcom in 2022 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 907 increasing their positions, 723 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
-61
Holders Change %
-2.98%
% of All Funds
33.6%
Holding in Top 10
103
Holding in Top 10 Change
-57
Holding in Top 10 Change %
-35.63%
% of All Funds
1.74%
New
139
Increased
907
Reduced
723
Closed
163
Calls
$2.61B
Puts
$3.45B
Net Calls
-$846M
Net Calls Change
+$1.79B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$739M
2
BlackRock
BlackRock
New York
+$386M
3
Charles Schwab
Charles Schwab
California
+$327M
4
Bank of America
Bank of America
North Carolina
+$240M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$227M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$965M
2
Capital World Investors
Capital World Investors
California
-$890M
3
Capital International Investors
Capital International Investors
California
-$334M
4
State Street
State Street
Massachusetts
-$274M
5
Goldman Sachs
Goldman Sachs
New York
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOH
1426
First National Bank of Hutchinson
Kansas
$488K +$486 +10 +0.1%
SW
1427
SlateStone Wealth
Florida
$487K +$51K +1,050 +12%
SPFA
1428
Summit Place Financial Advisors
New Jersey
$486K – – –
MW
1429
MBL Wealth
North Carolina
$484K +$1.94K +40 +0.4%
VT
1430
Vise Technologies
New York
$481K -$60.3K -1,240 -11%
ZIMP
1431
Zimmermann Investment Management & Planning
Pennsylvania
$480K -$18.9K -390 -4%
CA
1432
Continuum Advisory
Idaho
$479K -$7.29K -150 -1%
RFA
1433
Resurgent Financial Advisors
Georgia
$478K -$456K -9,390 -49%
WA
1434
WBH Advisory
Maryland
$476K -$71.9K -1,490 -13%
Bank of Montreal
1435
Bank of Montreal
Ontario, Canada
$476K +$13.3K +264,160 +3%
SF
1436
Summit Financial
New Jersey
$475K +$188K +3,870 +65%
MA
1437
MONECO Advisors
Connecticut
$475K +$17K +350 +4%
RIA
1438
Regal Investment Advisors
Michigan
$474K -$18.5K -380 -4%
RWA
1439
Ropes Wealth Advisors
Massachusetts
$472K +$26.7K +550 +6%
KF
1440
Krilogy Financial
Missouri
$469K +$37.9K +780 +9%
CWM
1441
Cahaba Wealth Management
Georgia
$464K -$55.9K -1,150 -11%
VWA
1442
V Wealth Advisors
Kansas
$460K -$29.2K -600 -6%
GCA
1443
Gradient Capital Advisors
California
$460K +$1.95K +40 +0.4%
HBW
1444
Hazlett, Burt & Watson
West Virginia
$460K +$17K +350 +4%
WWG
1445
West Wealth Group
California
$460K +$287K +5,910 +166%
SWM
1446
Shelton Wealth Management
Texas
$458K +$9.24K +190 +2%
SCM
1447
Stevens Capital Management
Pennsylvania
$457K +$457K +9,400 New
PBO
1448
Peoples Bank (Ohio)
Ohio
$456K +$1.46K +30 +0.3%
MIP
1449
Marietta Investment Partners
Wisconsin
$455K – – –
RT
1450
Rockland Trust
Massachusetts
$453K -$58.3K -1,200 -11%
56 57
58
59 60