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Broadcom
AVGO

Overview Fund Activity

2,445 hedge funds and large institutions have $277B invested in Broadcom in 2023 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 1,001 increasing their positions, 989 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,445
Holders Change
+70
Holders Change %
+2.95%
% of All Funds
38.98%
Holding in Top 10
240
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-10.78%
% of All Funds
3.83%
New
196
Increased
1,001
Reduced
989
Closed
99
Calls
$7.01B
Puts
$9.09B
Net Calls
-$2.08B
Net Calls Change
-$245M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$936M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$561M
4
DZ Bank
DZ Bank
Germany
+$555M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$524M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$966M
3
Bank of America
Bank of America
North Carolina
-$625M
4
Capital International Investors
Capital International Investors
California
-$487M
5
Macquarie Group
Macquarie Group
Australia
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAG
1726
VisionPoint Advisory Group
Texas
$664K -$86.4K -1,040 -12%
VW
1727
Vantage Wealth
California
$664K – – –
MCM
1728
Magnolia Capital Management
New York
$664K – – –
GC
1729
Gilbert & Cook
Iowa
$663K +$51.5K +620 +8%
HBW
1730
Hazlett, Burt & Watson
West Virginia
$660K +$26.6K +320 +4%
AWM
1731
Ameliora Wealth Management
Switzerland
$659K +$77.2K +930 +13%
BPWM
1732
Badgley Phelps Wealth Managers
Washington
$657K -$9.14K -110 -1%
DOA
1733
D'Orazio & Associates
Virginia
$657K +$126K +1,520 +24%
VCM
1734
Virtue Capital Management
Tennessee
$655K – – –
WWM
1735
Wagner Wealth Management
South Carolina
$653K +$86.3K +1,040 +15%
PFG
1736
Prosperity Financial Group
California
$652K +$33.2K +400 +5%
AF
1737
Apexium Financial
Texas
$648K +$22.4K +270 +4%
ARC
1738
Advisor Resource Council
Texas
$641K +$83.1K +1,000 +15%
MWM
1739
Mattern Wealth Management
Kansas
$640K – – –
CA
1740
Cornerstone Advisory
Maryland
$639K +$11.6K +140 +2%
BO
1741
Bank OZK
Arkansas
$635K +$49.8K +600 +9%
TA
1742
TFB Advisors
Kansas
$631K +$224K +2,700 +55%
IGWM
1743
ICA Group Wealth Management
Colorado
$630K +$36.5K +440 +6%
QCIG
1744
Quad-Cities Investment Group
Iowa
$630K +$1.66K +20 +0.3%
GGHC
1745
Gilder Gagnon Howe & Co
New York
$628K +$305K +3,670 +94%
FSI
1746
Flow State Investments
Illinois
$628K +$628K +7,560 New
S
1747
SimplyRich
California
$624K – – –
FFA
1748
Farther Finance Advisors
California
$621K +$98.8K +1,190 +19%
CA
1749
Callahan Advisors
Texas
$617K +$371K +4,460 +150%
FG
1750
Fiduciary Group
Georgia
$617K – – –
68 69
70
71 72