AVGO icon

Broadcom
AVGO

Overview Fund Activity

2,187 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 977 increasing their positions, 791 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
+56
Holders Change %
+2.63%
% of All Funds
35%
Holding in Top 10
205
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.24%
% of All Funds
3.28%
New
207
Increased
977
Reduced
791
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$717M
2
State Street
State Street
Massachusetts
+$510M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$357M
4
BlackRock
BlackRock
New York
+$321M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$265M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.69B
2
Capital World Investors
Capital World Investors
California
-$1.29B
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$1.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
5
Franklin Resources
Franklin Resources
California
-$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
1651
Farther Finance Advisors
California
$445K +$14.1K +220 +3%
MFG
1652
Menard Financial Group
Texas
$444K -$94.3K -1,470 -18%
IAS
1653
Insigneo Advisory Services
Florida
$444K -$17.9K -280 -4%
TCM
1654
True Capital Management
California
$443K +$31.5K +490 +8%
SFS
1655
Stiles Financial Services
Minnesota
$443K +$1.92K +30 +0.4%
SFA
1656
Source Financial Advisors
New York
$442K +$21.2K +330 +5%
XS
1657
XR Securities
Illinois
$441K -$114K -1,780 -21%
CT
1658
Coastline Trust
Rhode Island
$440K – – –
VFA
1659
Voya Financial Advisors
Connecticut
$440K -$8.24K -130 -2%
MCC
1660
Malaga Cove Capital
California
$439K – – –
JCM
1661
Jacobsen Capital Management
Utah
$436K +$436K +6,800 New
WWM
1662
Wagner Wealth Management
South Carolina
$435K +$15.4K +240 +4%
OGC
1663
Oak Grove Capital
New Hampshire
$434K -$606K -9,450 -58%
TPW
1664
Transatlantique Private Wealth
New York
$433K -$229K -3,570 -35%
BO
1665
Bank OZK
Arkansas
$432K +$7.7K +120 +2%
PFG
1666
Prosperity Financial Group
California
$431K +$28.9K +450 +7%
WMS
1667
Wealth Management Solutions
Pennsylvania
$430K +$1.92K +30 +0.4%
WKSWA
1668
White Knight Strategic Wealth Advisors
New Jersey
$430K +$13.5K +210 +3%
PCH
1669
PGIM Custom Harvest
New Jersey
$429K +$39.1K +610 +10%
RWA
1670
Redhawk Wealth Advisors
Minnesota
$427K +$427K +6,660 New
WAM
1671
Wakefield Asset Management
Colorado
$427K -$3.21K -50 -0.7%
WB
1672
Webster Bank
Connecticut
$426K -$4.49K -70 -1%
TIA
1673
Tiemann Investment Advisors
California
$425K +$46.8K +730 +12%
OAJ
1674
Ogorek Anthony Joseph
New York
$425K +$425K +6,630 New
IWA
1675
Intercontinental Wealth Advisors
Texas
$425K -$1.28K -20 -0.3%
65 66
67
68 69