AVGO icon

Broadcom
AVGO

Overview Fund Activity

3,247 hedge funds and large institutions have $560B invested in Broadcom in 2024 Q2 according to their latest regulatory filings, with 337 funds opening new positions, 1,454 increasing their positions, 1,163 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,247
Holders Change
+202
Holders Change %
+6.63%
% of All Funds
47.22%
Holding in Top 10
550
Holding in Top 10 Change
+100
Holding in Top 10 Change %
+22.22%
% of All Funds
8%
New
337
Increased
1,454
Reduced
1,163
Closed
94
Calls
$19.1B
Puts
$20.4B
Net Calls
-$1.28B
Net Calls Change
+$33M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$3.08B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.48B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.7B
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.59B
5
Goldman Sachs
Goldman Sachs
New York
+$1.54B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$10.3B
2
Capital World Investors
Capital World Investors
California
-$5.67B
3
Capital International Investors
Capital International Investors
California
-$3.15B
4
BlackRock
BlackRock
New York
-$1.14B
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
CGFA
1501
Colton Groome Financial Advisors
North Carolina
$3.12M +$112K +700 +4%
PA
1502
Probity Advisors
Texas
$3.11M -$178K -1,110 -5%
SFP
1503
Shepherd Financial Partners
Massachusetts
$3.11M +$36.9K +230 +1%
MWM
1504
Modern Wealth Management
Kansas
$3.11M +$793K +4,940 +34%
SFM
1505
Sphera Funds Management
Israel
$3.11M +$2.95M +183,590 +1,834%
CFP
1506
Catalyst Financial Partners
Massachusetts
$3.1M +$177K +1,100 +6%
BW
1507
Bison Wealth
Georgia
$3.09M – – –
MWM
1508
Mattern Wealth Management
Kansas
$3.09M +$1.53M +9,500 +98%
B
1509
Bensler
Washington
$3.08M +$57.8K +360 +2%
QCM
1510
Qsemble Capital Management
New York
$3.07M +$3.07M +19,120 New
TSMHT
1511
Thurston Springer Miller Herd & Titak
Indiana
$3.06M -$14.9M -93,110 -83%
GIS
1512
Graphene Investments SAS
France
$3.05M -$963K -6,000 -24%
CPR
1513
CSU Producer Resources
Ohio
$3.05M – – –
LFG
1514
Lazard Frères Gestion
France
$3.05M +$3.05M +19,000 New
SQA
1515
Simon Quick Advisors
New Jersey
$3.05M +$504K +3,140 +20%
AWM
1516
Accurate Wealth Management
Florida
$3.01M +$2.73M +159,400 +1,001%
BOPW
1517
Brandywine Oak Private Wealth
Pennsylvania
$3M +$8.03K +50 +0.3%
MTC
1518
Matrix Trust Company
Colorado
$3M +$88.3K +550 +3%
MC
1519
Mirabaud & Cie
Switzerland
$2.99M +$2.99M +18,600 New
HVCM
1520
Hel Ved Capital Management
Hong Kong
$2.98M -$16.4M -102,130 -85%
CT
1521
Chicago Trust
Illinois
$2.98M +$161K +1,000 +6%
WAAG
1522
Wealth Alliance Advisory Group
Kansas
$2.97M +$218K +1,360 +8%
CG
1523
Castellan Group
Kentucky
$2.97M -$417K -2,600 -12%
VBCG
1524
Valley Brook Capital Group
Pennsylvania
$2.95M +$185K +1,150 +7%
BIP
1525
Blueprint Investment Partners
North Carolina
$2.94M +$294K +1,830 +11%
59 60
61
62 63