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Broadcom
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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 %
SFG
1576
Seamount Financial Group
Colorado
$1.53M +$1.53M +13,730 New
Capstone Investment Advisors
1577
Capstone Investment Advisors
New York
$1.53M -$3.92M -35,110 -72%
LFA
1578
Legacy Financial Advisors
Kentucky
$1.53M -$113K -1,010 -7%
CFSG
1579
Clark Financial Services Group
Missouri
$1.51M -$11.2K -100 -0.7%
TFCP
1580
Twin Focus Capital Partners
Massachusetts
$1.51M -$335K -3,000 -18%
LWL
1581
Leo Wealth LLC
Texas
$1.51M +$1.51M +12,820 New
SAM
1582
Smartleaf Asset Management
Massachusetts
$1.5M +$1.5M +13,500 New
EA
1583
Ellsworth Advisors
Ohio
$1.5M +$25.7K +230 +2%
WCM
1584
Windsor Capital Management
Arizona
$1.5M -$4.46K -40 -0.3%
CFAM
1585
Center For Asset Management
Florida
$1.49M -$148K -1,330 -9%
BTI
1586
Blue Trust Inc
Georgia
$1.49M +$385K +4,630 +35%
BWP
1587
BSW Wealth Partners
Colorado
$1.49M +$7.81K +70 +0.5%
CPIG
1588
Chicago Partners Investment Group
Illinois
$1.49M -$125K -1,000 -8%
WI
1589
WBI Investments
New Jersey
$1.49M -$225K -2,020 -13%
SA
1590
Strategic Advisors
New York
$1.48M -$3.73M -33,420 -72%
NL
1591
NVWM LLC
Pennsylvania
$1.48M -$333K -2,980 -18%
GC
1592
Garde Capital
Washington
$1.48M +$243K +2,180 +20%
HIM
1593
Hanlon Investment Management
New Jersey
$1.48M -$272K -2,440 -16%
FMTC
1594
Farmers & Merchants Trust Company
California
$1.48M -$2.23K -20 -0.2%
RWPA
1595
Richard W. Paul & Associates
Michigan
$1.48M -$49.1K -440 -3%
EHWM
1596
Eads & Heald Wealth Management
Georgia
$1.48M +$78.2K +700 +6%
SLG
1597
Stanley-Laman Group
Pennsylvania
$1.47M -$16.7K -150 -1%
RG
1598
Rathbones Group
United Kingdom
$1.47M -$250K -2,240 -15%
MAWA
1599
Moss Adams Wealth Advisors
Washington
$1.46M +$529K +4,730 +57%
SFS
1600
Stiles Financial Services
Minnesota
$1.46M +$684K +6,110 +88%
62 63
64
65 66