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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 %
LL
1826
LPWM LLC
Minnesota
$438K
AWM
1827
AllSquare Wealth Management
New York
$438K
I
1828
InceptionR
California
$437K +$437K +5,040 New
HCM
1829
Howland Capital Management
Massachusetts
$435K
SFG
1830
Sovereign Financial Group
Connecticut
$435K +$53.8K +620 +14%
ST
1831
Sabal Trust
Florida
$435K +$140K +1,610 +47%
WE
1832
Wealth Effects
Massachusetts
$434K +$434K +5,000 New
PNAA
1833
Pictet North America Advisors
Switzerland
$434K
KIC
1834
Kensington Investment Counsel
California
$434K +$434K +5,000 New
KJHP
1835
K.J. Harrison & Partners
Ontario, Canada
$432K +$432K +5,000 New
EM
1836
Excalibur Management
Massachusetts
$431K -$53.8K -620 -11%
BB
1837
Berkshire Bank
Massachusetts
$431K +$18.2K +210 +4%
SVCP
1838
Silicon Valley Capital Partners
California
$431K -$224K -2,580 -34%
TGAM
1839
TBH Global Asset Management
Tennessee
$431K +$431K +4,960 New
PPP
1840
Private Portfolio Partners
New Jersey
$430K -$5.21K -60 -1%
NFSG
1841
Newbridge Financial Services Group
Florida
$428K +$53.7K +620 +14%
SFI
1842
SPC Financial Inc
Maryland
$426K -$63.3K -730 -13%
TA
1843
TFB Advisors
Kansas
$425K +$15.6K +180 +4%
GFG
1844
Goldstone Financial Group
Illinois
$425K +$24.3K +280 +6%
WA
1845
Waddell & Associates
Tennessee
$424K -$108K -1,250 -20%
LA
1846
Latitude Advisors
Florida
$422K +$422K +4,870 New
VAM
1847
Verity Asset Management
North Carolina
$420K -$21.7K -250 -5%
LMKC
1848
L.M. Kohn & Company
Ohio
$420K +$43.4K +500 +12%
TPWA
1849
TRUE Private Wealth Advisors
Oregon
$419K -$114K -1,310 -21%
OPOWM
1850
One Plus One Wealth Management
Florida
$418K -$54.6K -630 -12%