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Broadcom

2,375 hedge funds and large institutions have $287B invested in Broadcom in 2023 Q2 according to their latest regulatory filings, with 301 funds opening new positions, 801 increasing their positions, 1,054 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+188
Holders Change %
+8.6%
% of All Funds
37.45%
Holding in Top 10
269
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+31.22%
% of All Funds
4.24%
New
301
Increased
801
Reduced
1,054
Closed
90
Calls
$7.45B
Puts
$9.28B
Net Calls
-$1.83B
Net Calls Change
-$293M
Name Holding Trade Value Shares
Change
Shares
Change %
EA
1526
Ellsworth Advisors
Ohio
$927K +$15.6K +180 +2%
HCM
1527
Highlander Capital Management
New Jersey
$919K
CFFP
1528
Center for Financial Planning
Michigan
$916K +$26.9K +310 +3%
CPC
1529
Congress Park Capital
New York
$916K +$609K +7,020 +198%
AWS
1530
Aspen Wealth Strategies
Colorado
$914K +$519K +5,980 +131%
UFF
1531
USA Financial Formulas
Michigan
$914K +$910K +10,490 +20,980%
PCS
1532
Personal CFO Solutions
New Jersey
$906K -$54.6K -630 -6%
RSWM
1533
Robertson Stephens Wealth Management
California
$906K +$341K +3,930 +60%
HFS
1534
Howard Financial Services
Texas
$905K +$10.4K +120 +1%
WA
1535
Waverly Advisors
Alabama
$905K +$33.8K +390 +4%
NP
1536
Ninepoint Partners
Ontario, Canada
$903K
TC
1537
Telemus Capital
Michigan
$900K -$49.4K -570 -5%
CAMG
1538
CWA Asset Management Group
Florida
$890K +$149K +1,720 +20%
CFD
1539
Creative Financial Designs
Indiana
$887K +$444K +5,120 +100%
EHWM
1540
Eads & Heald Wealth Management
Georgia
$885K +$885K +10,200 New
OFG
1541
Oxford Financial Group
Indiana
$881K +$461K +5,310 +109%
NRS
1542
Neville Rodie & Shaw
New York
$880K
AIM
1543
Aigen Investment Management
New York
$879K -$19M -219,410 -96%
ACM
1544
Allred Capital Management
Texas
$878K -$8.67K -100 -1%
FCM
1545
Fourpath Capital Management
Oklahoma
$877K -$186K -2,150 -18%
SAM
1546
SignalPoint Asset Management
Missouri
$876K -$107K -1,230 -11%
RCM
1547
Raleigh Capital Management
North Carolina
$874K +$23.4K +270 +3%
KP
1548
Keel Point
Alabama
$874K +$115K +1,330 +15%
FOA
1549
Five Oceans Advisors
California
$868K +$62.5K +720 +8%
CNBT
1550
Canandaigua National Bank & Trust
New York
$867K -$867 -10 -0.1%