We are live on ! Find out more
AVGO icon

Broadcom

2,201 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 984 increasing their positions, 792 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 102

85.96% more ownership

Funds ownership: 810.21%896.17% (+86%)

24% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 792

24% more funds holding in top 10

Funds holding in top 10: 166206 (+40)

13% more capital invested

Capital invested by funds: $189B → $215B (+$25.5B)

3% more funds holding

Funds holding: 2,1422,201 (+59)

27% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $5.8B

Holders
2,201
Holders Change
+59
Holders Change %
+2.75%
% of All Funds
35.07%
Holding in Top 10
206
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.1%
% of All Funds
3.28%
New
210
Increased
984
Reduced
792
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CGFA
1451
Colton Groome Financial Advisors
North Carolina
$804K +$158K +2,620 +26%
WSFS
1452
Wilmington Savings Fund Society
Delaware
$802K -$10.8K -180 -1%
PP
1453
Patron Partners
Texas
$799K -$9.63K -160 -1%
OWP
1454
Obermeyer Wealth Partners
Colorado
$797K -$36.1K -600 -5%
JWM
1455
Jeppson Wealth Management
California
$795K -$9.02K -150 -1%
RIA
1456
Regal Investment Advisors
Michigan
$795K +$5.42K +90 +0.7%
ICG
1457
InterOcean Capital Group
Tennessee
$787K +$165K +2,750 +29%
BAM
1458
Beaumont Asset Management
Texas
$787K -$22.9K -380 -3%
GHAM
1459
Gilman Hill Asset Management
Connecticut
$787K -$15K -250 -2%
FCM
1460
Fourpath Capital Management
Oklahoma
$787K +$6.02K +100 +0.8%
NJBEST
1461
New Jersey Better Educational Savings Trust
New Jersey
$786K
RMCM
1462
Reynders McVeigh Capital Management
Massachusetts
$781K -$37.3K -620 -5%
RPWA
1463
Regent Peak Wealth Advisors
Georgia
$781K -$11.4K -190 -2%
TCOO
1464
Trust Company of Oklahoma
Oklahoma
$776K
GA
1465
GraniteShares Advisors
New York
$776K -$36.1K -600 -5%
FAIM
1466
Financial Advocates Investment Management
Washington
$774K +$158K +2,620 +28%
KLCM
1467
KG&L Capital Management
Louisiana
$769K -$100K -1,670 -12%
TBC
1468
Ted Buchan & Co
California
$765K +$11.4K +190 +2%
VAG
1469
VisionPoint Advisory Group
Texas
$761K -$196K -3,260 -21%
TT
1470
TI-Trust
Illinois
$760K +$6.02K +100 +0.9%
GA
1471
GoalVest Advisory
New York
$760K +$712K +11,830 +59,150%
PIA
1472
Pinion Investment Advisors
Kansas
$759K +$712K +11,830 New
APC
1473
Aspire Private Capital
North Carolina
$758K +$74K +1,230 +12%
IPW
1474
Inlet Private Wealth
Florida
$757K
JSW
1475
Journey Strategic Wealth
New Jersey
$757K -$102K -1,690 -13%

AVGO Hedge Fund Activity: Q1 2023 in Review

2,201 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2023, worth a combined $215B — up 13% from $189B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new AVGO positions and 102 closed out — a net gain of 108 holders — while 984 added to existing stakes and 792 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.77B. The largest seller was Capital International Investors, cutting an estimated $1.59B.

  • 2,201 institutional investors held Broadcom (AVGO) as of Q1 2023, up from 2,142 in Q4 2022.
  • Funds reported $215B of Broadcom stock for Q1 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Broadcom positions in Q1 2023 and 102 closed out, a net change of +108 holders.
  • The largest Broadcom buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.77B added.
  • The largest Broadcom seller in Q1 2023 was Capital International Investors, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2023.