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Broadcom

2,855 hedge funds and large institutions have $405B invested in Broadcom in 2023 Q4 according to their latest regulatory filings, with 546 funds opening new positions, 1,148 increasing their positions, 950 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,855
Holders Change
+410
Holders Change %
+16.77%
% of All Funds
41.85%
Holding in Top 10
396
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+65%
% of All Funds
5.8%
New
546
Increased
1,148
Reduced
950
Closed
99
Calls
$9.82B
Puts
$14.5B
Net Calls
-$4.66B
Net Calls Change
-$2.58B
Name Holding Trade Value Shares
Change
Shares
Change %
EA
1776
Emerald Advisors
Washington
$1.05M +$20.1K +180 +2%
NSEDCP
1777
NJ State Employees Deferred Compensation Plan
New Jersey
$1.04M +$233K +2,090 +29%
MIFH
1778
Migdal Insurance & Financial Holdings
Israel
$1.04M -$87.2M -777,450 -99%
CT
1779
Coastline Trust
Rhode Island
$1.04M +$65.9K +590 +7%
PFA
1780
Pathway Financial Advisors
Vermont
$1.04M +$104K +930 +11%
SCP
1781
Sivia Capital Partners
California
$1.04M +$1.04M +9,280 New
MSAM
1782
Moloney Securities Asset Management
Missouri
$1.03M +$44.7K +400 +5%
NIWA
1783
New Insight Wealth Advisors
California
$1.03M +$1.03M +9,200 New
WWG
1784
West Wealth Group
California
$1.02M -$1.12K -10 -0.1%
GHAM
1785
Gilman Hill Asset Management
Connecticut
$1.02M -$116K -1,040 -10%
WH
1786
Willner & Heller
California
$1.02M +$1.02M +9,160 New
HCM
1787
Highlander Capital Management
New Jersey
$1.02M -$55.8K -500 -5%
IWA
1788
Invera Wealth Advisors
Oregon
$1.01M +$1.01M +9,080 New
CWA
1789
Consilium Wealth Advisory
Texas
$1.01M +$483K +4,330 +92%
OCG
1790
Opus Capital Group
Ohio
$997K -$99.4K -890 -9%
ECA
1791
Elevated Capital Advisors
Utah
$995K -$8.94K -80 -0.9%
WA
1792
WESPAC Advisors
California
$995K +$653K +5,850 +191%
DWA
1793
Douglass Winthrop Advisors
New York
$992K +$444K +3,980 +81%
AWM
1794
Accel Wealth Management
Iowa
$991K +$220K +1,970 +29%
SFP
1795
Sandbox Financial Partners
Maryland
$985K +$46.9K +420 +5%
CJ
1796
Caitlin John
Michigan
$984K +$984K +8,810 New
MBFW
1797
Morton Brown Family Wealth
Pennsylvania
$982K +$982K +8,800 New
WB
1798
Webster Bank
Connecticut
$974K +$236K +2,110 +32%
Jacobs Levy Equity Management
1799
Jacobs Levy Equity Management
New Jersey
$971K +$971K +8,700 New
VC
1800
Veracity Capital
Georgia
$971K +$65.9K +590 +7%