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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 %
DA
1626
Doliver Advisors
Texas
$2.5M +$38.5K +240 +2%
FPCP
1627
Fort Point Capital Partners
California
$2.5M +$934K +5,820 +60%
TFA
1628
Transamerica Financial Advisors
Florida
$2.49M – – –
KCM
1629
KRS Capital Management
Michigan
$2.49M +$81.9K +510 +3%
WCBA
1630
Weaver C. Barksdale & Associates
Tennessee
$2.48M -$482K -3,000 -16%
UAS
1631
United Asset Strategies
New York
$2.48M +$893K +5,560 +56%
SI
1632
Saxon Interests
Texas
$2.47M +$54.6K +340 +2%
IP
1633
Ignite Planners
California
$2.47M +$6.81K +40 +0.3%
LFP
1634
Leeward Financial Partners
Washington
$2.46M +$2.21M +13,750 +859%
OA
1635
Oxbow Advisors
Texas
$2.46M +$128K +800 +6%
BWP
1636
Balboa Wealth Partners
Arizona
$2.45M +$207K +1,290 +9%
LAIC
1637
Lederer & Associates Investment Counsel
California
$2.45M -$295K -1,840 -11%
WSC
1638
Wellington Shields & Co
New York
$2.44M +$16.1K +100 +0.7%
IF
1639
Intrua Financial
Texas
$2.44M -$684K -4,260 -22%
PIA
1640
Pinion Investment Advisors
Kansas
$2.44M +$64.2K +400 +3%
SSA
1641
Sierra Summit Advisors
Nevada
$2.44M +$278K +1,730 +13%
SAI
1642
Savvy Advisors Inc
New York
$2.43M +$1.26M +7,880 +109%
LFA
1643
Legacy Financial Advisors
Kentucky
$2.42M +$59.4K +370 +3%
HA
1644
Herold Advisors
New York
$2.41M +$49.8K +310 +2%
MIP
1645
Marietta Investment Partners
Wisconsin
$2.41M -$177K -1,100 -7%
EGA
1646
E&G Advisors
Texas
$2.41M -$80.3K -500 -3%
BFWM
1647
Bright Futures Wealth Management
New York
$2.41M +$2.19M +152,050 +991%
AF
1648
Advisornet Financial
Minnesota
$2.4M +$67.4K +420 +3%
OHWP
1649
Oak Harbor Wealth Partners
North Carolina
$2.39M -$11.2K -70 -0.5%
FMWA
1650
Forvis Mazars Wealth Advisors
Missouri
$2.39M +$875K +5,450 +58%
64 65
66
67 68