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Broadcom

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
Name Holding Trade Value Shares
Change
Shares
Change %
AT
1701
American Trust
Kentucky
$403K +$14.8K +230 +4%
HFW
1702
Horizon Family Wealth
Illinois
$403K -$25.1K -390 -6%
AWM
1703
Aprio Wealth Management
Georgia
$401K +$141K +2,190 +54%
BHWM
1704
Bar Harbor Wealth Management
New Hampshire
$401K -$51.3K -800 -11%
IF
1705
Insight Folios
North Carolina
$400K
FMP
1706
Financial Management Professionals
Texas
$400K -$34K -530 -8%
TIAM2
1707
Tru Independence Asset Management 2
Oregon
$400K +$400K +6,230 New
KFP
1708
KMG Fiduciary Partners
Ohio
$398K -$10.9K -170 -3%
PFWA
1709
Paces Ferry Wealth Advisors
Georgia
$395K +$7.69K +120 +2%
VC
1710
Vicus Capital
Pennsylvania
$395K +$71.3K +1,110 +22%
1IA
1711
1620 Investment Advisors
Massachusetts
$395K +$395K +6,150 New
TPWA
1712
TRUE Private Wealth Advisors
Oregon
$394K -$8.98K -140 -2%
WA
1713
Waddell & Associates
Tennessee
$394K -$12.8K -200 -3%
TCWA
1714
Ten Capital Wealth Advisors
Washington
$394K +$320K +4,990 +434%
CT
1715
Colonial Trust
South Carolina
$393K -$12.2K -190 -3%
PFA
1716
Pathway Financial Advisors
Vermont
$393K
HI
1717
Hoey Investments
Pennsylvania
$390K -$96.9K -1,510 -20%
TWA
1718
Talisman Wealth Advisors
New Jersey
$389K +$118K +1,840 +44%
FRA
1719
Frank Rimerman Advisors
California
$389K -$1.93K -30 -0.5%
TF
1720
Trek Financial
Arizona
$389K +$389K +6,060 New
TC
1721
TAP Consulting
Missouri
$388K
CWM
1722
C2C Wealth Management
Arizona
$387K +$30.8K +500 +9%
MSR
1723
Main Street Research
Connecticut
$387K +$30.2K +470 +8%
BMWM
1724
Brown Miller Wealth Management
Virginia
$385K +$23.1K +360 +6%
SFG
1725
SevenBridge Financial Group
Pennsylvania
$385K