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Broadcom

2,375 hedge funds and large institutions have $287B invested in Broadcom in 2023 Q2 according to their latest regulatory filings, with 301 funds opening new positions, 801 increasing their positions, 1,054 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+188
Holders Change %
+8.6%
% of All Funds
37.45%
Holding in Top 10
269
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+31.22%
% of All Funds
4.24%
New
301
Increased
801
Reduced
1,054
Closed
90
Calls
$7.45B
Puts
$9.28B
Net Calls
-$1.83B
Net Calls Change
-$293M
Name Holding Trade Value Shares
Change
Shares
Change %
FMWA
1676
Forvis Mazars Wealth Advisors
Missouri
$634K +$76.3K +880 +14%
PIM
1677
Provident Investment Management
Michigan
$634K
GAM
1678
Gould Asset Management
California
$634K
WFI
1679
West Family Investments
California
$632K
ACA
1680
Atlas Capital Advisors
Wyoming
$631K -$19.1K -220 -3%
CT
1681
Coastline Trust
Rhode Island
$631K +$36.4K +420 +6%
NSEDCP
1682
NJ State Employees Deferred Compensation Plan
New Jersey
$631K
DFA
1683
Delta Financial Advisors
Louisiana
$630K +$22.6K +260 +4%
AGP
1684
Autumn Glory Partners
Texas
$628K +$628K +7,240 New
MFG
1685
Menard Financial Group
Texas
$627K +$26.9K +310 +4%
SAG
1686
SageView Advisory Group
California
$621K +$132K +1,520 +27%
IGWM
1687
ICA Group Wealth Management
Colorado
$620K +$46K +530 +8%
RG
1688
Rathbones Group
United Kingdom
$620K +$108K +1,250 +21%
DFCM
1689
Dark Forest Capital Management
Puerto Rico
$620K +$333K +3,840 +116%
PCMU
1690
Paragon Capital Management (Utah)
Utah
$619K +$619K +7,140 New
KIG
1691
Kowal Investment Group
Wisconsin
$618K -$15.6K -180 -2%
SFA
1692
Source Financial Advisors
New York
$617K +$20K +230 +3%
WCM
1693
Wedge Capital Management
North Carolina
$615K -$10.4K -120 -2%
CFAM
1694
Center For Asset Management
Florida
$614K +$614K +7,080 New
BO
1695
Bank OZK
Arkansas
$612K +$27.8K +320 +5%
BFG
1696
Berger Financial Group
Minnesota
$610K -$6.94K -80 -1%
SBF
1697
Sara-Bay Financial
Florida
$610K +$7.81K +90 +1%
AWM
1698
Ameliora Wealth Management
Switzerland
$608K
AIA
1699
Alera Investment Advisors
Illinois
$607K -$68.5K -790 -10%
SFG
1700
Sather Financial Group
Texas
$605K -$9.54K -110 -2%