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Broadcom
AVGO

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 %
LAM
1626
LECAP Asset Management
United Kingdom
$1.39M +$1.39M +12,450 New
RPWA
1627
Regent Peak Wealth Advisors
Georgia
$1.39M +$4.47K +40 +0.3%
PIA
1628
Perennial Investment Advisors
California
$1.39M – – –
AWM
1629
Abound Wealth Management
Tennessee
$1.38M +$22.3K +200 +2%
SFO
1630
Stokes Family Office
Louisiana
$1.38M -$480K -4,300 -26%
HZ
1631
Hixon Zuercher
Ohio
$1.37M +$1.37M +12,300 New
DFC
1632
DB Fitzpatrick & Co
Idaho
$1.37M -$32.4K -290 -2%
NJBEST
1633
New Jersey Better Educational Savings Trust
New Jersey
$1.37M – – –
WA
1634
Waverly Advisors
Alabama
$1.36M +$105K +940 +8%
PI
1635
PFG Investments
New York
$1.35M +$127K +1,140 +10%
GAA
1636
Green Alpha Advisors
Colorado
$1.35M -$948K -8,490 -41%
DWM
1637
Drive Wealth Management
Utah
$1.35M -$258K -2,310 -16%
RS
1638
Rakuten Securities
Japan
$1.35M +$1.35M +12,100 New
QWP
1639
Quotient Wealth Partners
Texas
$1.35M +$1.35M +12,060 New
EDRH
1640
Edmond de Rothschild Holding
Switzerland
$1.35M +$205K +1,840 +18%
WMA
1641
Wealth Management Associates
New Jersey
$1.35M -$134K -1,200 -9%
XF
1642
XML Financial
Maryland
$1.34M -$11.2K -100 -0.8%
KLCM
1643
KG&L Capital Management
Louisiana
$1.34M – – –
CPM
1644
Connective Portfolio Management
New York
$1.34M +$1.34M +12,000 New
AC
1645
AXQ Capital
New Jersey
$1.34M +$1.34M +12,000 New
OBWG
1646
Onyx Bridge Wealth Group
New York
$1.34M -$285K -2,550 -18%
HC
1647
Hamilton Capital
Ohio
$1.34M -$24.6K -220 -2%
AI
1648
Atom Investors
Texas
$1.34M +$6.7K +60 +0.5%
HFM
1649
Hartford Funds Management
Pennsylvania
$1.34M +$263K +2,360 +25%
CF
1650
Copperwynd Financial
Arizona
$1.34M +$1.34M +11,960 New
64 65
66
67 68