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
MCM
1601
Magnolia Capital Management
New York
$513K
CM
1602
Columbus Macro
Pennsylvania
$512K +$32.5K +540 +7%
MWAM
1603
Manhattan West Asset Management
California
$511K +$190K +3,160 +66%
FFN
1604
Focus Financial Network
Minnesota
$507K +$9.63K +160 +2%
SFO
1605
Stokes Family Office
Louisiana
$507K +$22.3K +370 +5%
EFSCE
1606
Enterprise Financial Services Corp (EFSC)
Missouri
$506K +$7.22K +120 +2%
MAWA
1607
Moss Adams Wealth Advisors
Washington
$502K +$23.5K +390 +5%
AIA
1608
Alera Investment Advisors
Illinois
$500K +$10.8K +180 +2%
HS
1609
Horan Securities
United States
$498K
MFS
1610
Mirabella Financial Services
United Kingdom
$497K +$466K +7,750 New
MWM
1611
Mattern Wealth Management
Kansas
$493K
SIM
1612
SSI Investment Management
California
$492K -$99.3K -1,650 -18%
CIC
1613
Chilton Investment Company
Connecticut
$492K
Connor, Clark & Lunn Investment Management (CC&L)
1614
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$492K +$461K +7,670 New
PI
1615
PFG Investments
New York
$492K +$461K +7,660 New
FG
1616
Fiduciary Group
Georgia
$491K +$46.3K +770 +11%
AWA
1617
Aaron Wealth Advisors
Illinois
$491K +$105K +1,750 +30%
CD
1618
Chapin Davis
Maryland
$490K +$60.8K +1,010 +15%
BCM
1619
Becker Capital Management
Oregon
$489K +$459K +7,630 New
PBO
1620
Peoples Bank (Ohio)
Ohio
$487K -$68.6K -1,140 -13%
AL
1621
Aspiriant LLC
California
$485K +$11.4K +190 +3%
SVCP
1622
Silicon Valley Capital Partners
California
$484K +$261K +4,340 +135%
QCIG
1623
Quad-Cities Investment Group
Iowa
$484K +$1.8K +30 +0.4%
BWP
1624
Baldwin Wealth Partners
Massachusetts
$484K +$6.02K +100 +1%
S
1625
SimplyRich
California
$482K

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.