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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 %
HAM
1826
Harmony Asset Management
Arizona
$940K +$940K +8,420 New
CCM
1827
Carlson Capital Management
Minnesota
$939K -$112K -1,000 -11%
CHAM
1828
Clear Harbor Asset Management
Connecticut
$938K +$938K +8,400 New
BBA
1829
Braun-Bostich & Associates
Pennsylvania
$937K +$937K +8,390 New
SR
1830
Syntax Research
Florida
$936K -$70.4K -630 -7%
GC
1831
Gilbert & Cook
Iowa
$934K +$43.5K +390 +5%
SCI
1832
Stableford Capital II
Arizona
$932K -$157K -1,430 -14%
LWA
1833
Lantern Wealth Advisors
New York
$930K +$930K +8,330 New
FCM
1834
Fourpath Capital Management
Oklahoma
$930K -$140K -1,250 -13%
BPWM
1835
Badgley Phelps Wealth Managers
Washington
$929K +$45.8K +410 +5%
ACA
1836
Atlas Capital Advisors
Wyoming
$924K +$121K +1,080 +15%
DWG
1837
Darden Wealth Group
Michigan
$916K +$916K +8,210 New
CMI
1838
Clare Market Investments
Texas
$916K +$94.9K +850 +12%
PAM
1839
Peak Asset Management
Colorado
$915K +$406K +3,640 +80%
WA
1840
Wealthstream Advisors
New York
$915K +$510K +4,570 +126%
PPC
1841
Park Place Capital
Alabama
$914K -$179K -1,600 -16%
BFG
1842
Berger Financial Group
Minnesota
$911K +$82.6K +740 +10%
KI
1843
Kapitalo Investimentos
Brazil
$910K +$910K +8,150 New
FRA
1844
Frank Rimerman Advisors
California
$904K +$904K +8,100 New
SWM
1845
Seed Wealth Management
Illinois
$902K +$399K +3,680 +79%
KF
1846
KKM Financial
Illinois
$900K +$900K +8,060 New
CNBT
1847
Canandaigua National Bank & Trust
New York
$897K -$159K -1,420 -15%
MPCG
1848
Matrix Private Capital Group
New York
$896K -$126K -1,130 -12%
MCM
1849
Magnolia Capital Management
New York
$893K
VW
1850
Vantage Wealth
California
$893K