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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
TCWA
1726
Ten Capital Wealth Advisors
Washington
$394K +$300K +4,990 +434%
CT
1727
Colonial Trust
South Carolina
$393K -$11.4K -190 -3%
PFA
1728
Pathway Financial Advisors
Vermont
$393K
HI
1729
Hoey Investments
Pennsylvania
$390K -$90.8K -1,510 -20%
TWA
1730
Talisman Wealth Advisors
New Jersey
$389K +$111K +1,840 +44%
FRA
1731
Frank Rimerman Advisors
California
$389K -$1.8K -30 -0.5%
TF
1732
Trek Financial
Arizona
$389K +$365K +6,060 New
TC
1733
TAP Consulting
Missouri
$388K
CWM
1734
C2C Wealth Management
Arizona
$387K +$30.1K +500 +9%
MSR
1735
Main Street Research
Connecticut
$387K +$28.3K +470 +8%
BMWM
1736
Brown Miller Wealth Management
Virginia
$385K +$21.7K +360 +6%
SFG
1737
SevenBridge Financial Group
Pennsylvania
$385K
IAP
1738
Indie Asset Partners
Indiana
$384K -$6.02K -100 -2%
VA
1739
Valmark Advisers
Ohio
$383K +$54.7K +910 +18%
WCA
1740
Waypoint Capital Advisors
Minnesota
$381K -$1.8K -30 -0.5%
TAM
1741
Townsend Asset Management
North Carolina
$381K -$6.62K -110 -2%
First Manhattan
1742
First Manhattan
New York
$381K -$77K -1,280 -18%
SSB
1743
Sandy Spring Bank
Maryland
$381K -$7.82K -130 -2%
DLA
1744
Douglas Lane & Associates
New York
$381K -$6.02K -100 -2%
SMWM
1745
Silvia McColl Wealth Management
California
$380K -$5.42K -90 -1%
EFG
1746
Ethos Financial Group
Pennsylvania
$379K -$269K -4,470 -43%
RG
1747
Rathbones Group
United Kingdom
$379K
B
1748
BetterWealth
California
$378K +$2.41K +40 +0.7%
CWM
1749
Centric Wealth Management
Illinois
$378K +$602 +10 +0.2%
CIG
1750
Cascade Investment Group
Colorado
$377K +$1.8K +30 +0.5%

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.