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Broadcom
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Overview Fund Activity

2,001 hedge funds and large institutions have $148B invested in Broadcom in 2022 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 953 increasing their positions, 680 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,001
Holders Change
+14
Holders Change %
+0.7%
% of All Funds
34.6%
Holding in Top 10
97
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.83%
% of All Funds
1.68%
New
149
Increased
953
Reduced
680
Closed
106
Calls
$2.99B
Puts
$3.82B
Net Calls
-$823M
Net Calls Change
+$22.8M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$856M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$532M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$455M
4
First Trust Advisors
First Trust Advisors
Illinois
+$302M
5
Charles Schwab
Charles Schwab
California
+$285M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$530M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$183M
3
Ameriprise
Ameriprise
Minnesota
-$155M
4
Marshall Wace
Marshall Wace
United Kingdom
-$126M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAN
1701
Financial Advisors Network
California
$251K +$251K +5,660 New
WTA
1702
Washington Trust Advisors
Massachusetts
$250K -$7.11K -160 -3%
BMWM
1703
Brown Miller Wealth Management
Virginia
$250K +$1.77K +40 +0.7%
AWM
1704
Atticus Wealth Management
Florida
$247K – – –
CT
1705
Coastline Trust
Rhode Island
$247K +$247K +5,560 New
SPP
1706
Single Point Partners
Massachusetts
$246K -$11.1K -250 -4%
EM
1707
Excalibur Management
Massachusetts
$246K +$49.7K +1,120 +25%
TC
1708
Titleist Capital
Texas
$245K -$29.3K -660 -11%
CCG
1709
Cypress Capital Group
Florida
$245K +$41.7K +940 +21%
FMP
1710
Financial Management Professionals
Texas
$244K -$28.4K -640 -10%
JGIA
1711
Jackson Grant Investment Advisers
Connecticut
$244K – – –
HCM
1712
Highlander Capital Management
New Jersey
$244K +$111K +2,500 +83%
CC
1713
Callan Capital
California
$244K +$244K +5,490 New
SWA
1714
Sutton Wealth Advisors
Florida
$242K +$38.6K +870 +19%
IAMOG
1715
Investors Asset Management of Georgia
Georgia
$242K +$47.9K +1,080 +25%
FAG
1716
Fortitude Advisory Group
Washington
$242K +$57.3K +1,290 +31%
VC
1717
Veracity Capital
Georgia
$239K +$16.9K +380 +8%
CIA
1718
Choate Investment Advisors
Massachusetts
$238K -$51.9K -1,170 -18%
RCA
1719
Resonant Capital Advisors
Wisconsin
$238K -$8.44K -190 -3%
OIM
1720
Oder Investment Management
California
$238K +$444 +10 +0.2%
GI
1721
GS Investments
Minnesota
$238K +$11.1K +250 +5%
MAG
1722
MRA Advisory Group
New Jersey
$237K +$52.9K +1,210 +29%
GM
1723
GeoWealth Management
Illinois
$235K +$13.8K +310 +6%
DS
1724
DRW Securities
Illinois
$235K +$235K +5,290 New
PWM
1725
Paulson Wealth Management
Illinois
$235K +$235K +5,290 New
67 68
69
70 71