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Broadcom

2,201 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 984 increasing their positions, 792 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 102

85.96% more ownership

Funds ownership: 810.21%896.17% (+86%)

24% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 792

24% more funds holding in top 10

Funds holding in top 10: 166206 (+40)

13% more capital invested

Capital invested by funds: $189B → $215B (+$25.5B)

3% more funds holding

Funds holding: 2,1422,201 (+59)

27% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $5.8B

Holders
2,201
Holders Change
+59
Holders Change %
+2.75%
% of All Funds
35.07%
Holding in Top 10
206
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.1%
% of All Funds
3.28%
New
210
Increased
984
Reduced
792
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MCCA
1701
Mill Creek Capital Advisors
Pennsylvania
$419K -$7.22K -120 -2%
GPA
1702
Guidance Point Advisors
Massachusetts
$418K
RSWM
1703
Robertson Stephens Wealth Management
California
$418K +$109K +1,810 +39%
FMWA
1704
Forvis Mazars Wealth Advisors
Missouri
$413K -$9.02K -150 -2%
LA
1705
LexAurum Advisors
Kansas
$413K -$54.1K -900 -12%
TCOT
1706
Trust Company of Toledo
Ohio
$411K +$8.42K +140 +2%
CWM
1707
Cornerstone Wealth Management
Missouri
$409K +$384K +6,380 New
PPC
1708
Park Place Capital
Alabama
$408K +$10.2K +170 +3%
SWRP
1709
Summit Wealth & Retirement Planning
California
$404K -$206K -3,420 -35%
KC
1710
Kades & Cheifetz
Pennsylvania
$404K
PWM
1711
Paulson Wealth Management
Illinois
$404K +$7.82K +130 +2%
GCM
1712
Gladius Capital Management
Illinois
$403K +$91.4K +1,520 +32%
AT
1713
American Trust
Kentucky
$403K +$13.8K +230 +4%
HFW
1714
Horizon Family Wealth
Illinois
$403K -$23.5K -390 -6%
AWM
1715
Aprio Wealth Management
Georgia
$401K +$132K +2,190 +54%
BHWM
1716
Bar Harbor Wealth Management
New Hampshire
$401K -$48.1K -800 -11%
IF
1717
Insight Folios
North Carolina
$400K
FMP
1718
Financial Management Professionals
Texas
$400K -$31.9K -530 -8%
TIAM2
1719
Tru Independence Asset Management 2
Oregon
$400K +$375K +6,230 New
KFP
1720
KMG Fiduciary Partners
Ohio
$398K -$10.2K -170 -3%
PFWA
1721
Paces Ferry Wealth Advisors
Georgia
$395K +$7.22K +120 +2%
VC
1722
Vicus Capital
Pennsylvania
$395K +$66.8K +1,110 +22%
1IA
1723
1620 Investment Advisors
Massachusetts
$395K +$370K +6,150 New
TPWA
1724
TRUE Private Wealth Advisors
Oregon
$394K -$8.42K -140 -2%
WA
1725
Waddell & Associates
Tennessee
$394K -$12K -200 -3%

AVGO Hedge Fund Activity: Q1 2023 in Review

2,201 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2023, worth a combined $215B — up 13% from $189B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new AVGO positions and 102 closed out — a net gain of 108 holders — while 984 added to existing stakes and 792 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.77B. The largest seller was Capital International Investors, cutting an estimated $1.59B.

  • 2,201 institutional investors held Broadcom (AVGO) as of Q1 2023, up from 2,142 in Q4 2022.
  • Funds reported $215B of Broadcom stock for Q1 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Broadcom positions in Q1 2023 and 102 closed out, a net change of +108 holders.
  • The largest Broadcom buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.77B added.
  • The largest Broadcom seller in Q1 2023 was Capital International Investors, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2023.