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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 %
RZH
1801
Relyea Zuckerberg Hanson
Connecticut
$970K +$53.6K +480 +6%
LA
1802
Legacy Advisors
Pennsylvania
$968K +$423K +3,790 +78%
LWMM
1803
Legacy Wealth Management (Mississippi)
Mississippi
$964K -$5.58K -50 -0.6%
YIA
1804
YHB Investment Advisors
Connecticut
$963K +$49.1K +440 +5%
KSWWM
1805
Keyes Stange & Wooten Wealth Management
Florida
$963K +$963K +8,630 New
ET
1806
Entropy Technologies
New York
$962K +$962K +8,620 New
OFG
1807
OmniStar Financial Group
North Carolina
$959K -$17.9K -160 -2%
CANY
1808
Caxton Associates (New York)
New York
$958K -$8.2M -73,460 -90%
MCCP
1809
Mission Creek Capital Partners
California
$958K -$128K -1,150 -12%
JF
1810
JSF Financial
California
$957K +$3.35K +30 +0.4%
JFG
1811
Jefferies Financial Group
New York
$956K -$1.28M -11,440 -57%
DC
1812
Dantai Capital
Hong Kong
$954K +$954K +8,550 New
FDDB
1813
Fidelity D&D Bancorp
Pennsylvania
$953K -$49.1K -440 -5%
AWA
1814
Aaron Wealth Advisors
Illinois
$952K -$15.6K -140 -2%
PWM
1815
Paulson Wealth Management
Illinois
$951K -$10K -90 -1%
DOA
1816
D'Orazio & Associates
Virginia
$950K +$67K +600 +8%
SMC
1817
Smith, Moore & Co
Missouri
$950K -$19K -170 -2%
BFO
1818
Biltmore Family Office
North Carolina
$949K -$67K -600 -7%
WWM
1819
Wagner Wealth Management
South Carolina
$948K +$69.2K +620 +8%
UAS
1820
United Asset Strategies
New York
$948K -$137K -1,230 -13%
MWA
1821
Midland Wealth Advisors
Illinois
$948K +$948K +8,490 New
GWS
1822
Glassman Wealth Services
Virginia
$948K +$39.1K +350 +4%
AAM
1823
AMI Asset Management
California
$942K -$21.2K -190 -2%
RTC
1824
Riverview Trust Company
Washington
$942K -$1.12K -10 -0.1%
QFA
1825
Quantum Financial Advisors
California
$941K -$221K -1,980 -19%