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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 %
SIAG
1701
Safeguard Investment Advisory Group
California
$603K +$603K +6,950 New
HFP
1702
Holistic Financial Partners
Indiana
$601K -$252K -2,910 -30%
SFS
1703
Stiles Financial Services
Minnesota
$600K +$1.74K +20 +0.3%
KMWM
1704
Keudell/Morrison Wealth Management
Oregon
$599K -$17.3K -200 -3%
TCOT
1705
Trust Company of Toledo
Ohio
$599K +$43.4K +500 +8%
CA
1706
Crewe Advisors
Utah
$598K +$26.9K +310 +5%
CAM
1707
CenterStar Asset Management
Illinois
$597K +$597K +6,880 New
DA
1708
Duality Advisers
Florida
$593K -$6.58M -75,890 -92%
WDC
1709
Woodward Diversified Capital
California
$593K -$15.6K -180 -3%
MCC
1710
Malaga Cove Capital
California
$593K
WWM
1711
Wagner Wealth Management
South Carolina
$593K +$4.34K +50 +0.7%
OFG
1712
OmniStar Financial Group
North Carolina
$591K -$951K -10,980 -62%
GIA
1713
Guyasuta Investment Advisors
Pennsylvania
$591K -$29.5K -340 -5%
APW
1714
Aurora Private Wealth
New Jersey
$588K -$21.7K -250 -4%
TPW
1715
Transatlantique Private Wealth
New York
$586K
ARC
1716
Advisor Resource Council
Texas
$583K -$1.55M -17,880 -73%
VP
1717
Verum Partners
North Carolina
$581K +$581K +6,700 New
FMP
1718
Financial Management Professionals
Texas
$576K +$34.7K +400 +6%
SRC
1719
Sage Rhino Capital
California
$574K -$34.7K -400 -6%
WB
1720
Webster Bank
Connecticut
$574K -$1.74K -20 -0.3%
SIM
1721
SSI Investment Management
California
$573K -$92.8K -1,070 -14%
ZIG
1722
Zullo Investment Group
Pennsylvania
$572K -$42.6K -490 -7%
CWM
1723
C2C Wealth Management
Arizona
$572K
AI
1724
Atom Investors
Texas
$572K +$136K +1,570 +31%
LOIP
1725
Live Oak Investment Partners
Texas
$571K -$422K