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Broadcom

2,201 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 984 increasing their positions, 792 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 102

85.96% more ownership

Funds ownership: 810.21%896.17% (+86%)

24% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 792

24% more funds holding in top 10

Funds holding in top 10: 166206 (+40)

13% more capital invested

Capital invested by funds: $189B → $215B (+$25.5B)

3% more funds holding

Funds holding: 2,1422,201 (+59)

27% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $5.8B

Holders
2,201
Holders Change
+59
Holders Change %
+2.75%
% of All Funds
35.07%
Holding in Top 10
206
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.1%
% of All Funds
3.28%
New
210
Increased
984
Reduced
792
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
1851
Onyx Bridge Wealth Group
New York
$291K -$92.7K -1,540 -25%
MSA
1852
Marino Stram & Associates
Massachusetts
$291K +$7.82K +130 +3%
FANJ
1853
Financial Architects (New Jersey)
New Jersey
$290K -$2.41K -40 -0.9%
LNWTC
1854
Laird Norton Wetherby Trust Company
Washington
$290K
AWM
1855
Affinity Wealth Management
Delaware
$289K +$271K +4,510 New
PCM
1856
Poehling Capital Management
Wisconsin
$289K
NAS
1857
Nicolet Advisory Services
Wisconsin
$285K -$78.8K -1,310 -22%
RWP
1858
Revolve Wealth Partners
New Jersey
$284K +$28.9K +480 +12%
V
1859
VeraBank
Texas
$284K -$15.6K -260 -6%
SFG
1860
Sovereign Financial Group
Connecticut
$282K +$1.2K +20 +0.5%
T
1861
TNF
Montana
$281K -$18.6K -310 -6%
GG
1862
Greenwood Gearhart
Arkansas
$281K -$2.41K -40 -0.9%
IIM
1863
Ipswich Investment Management
Massachusetts
$280K
CCFM
1864
Clear Creek Financial Management
Washington
$279K -$30.1K -500 -10%
NC
1865
NBW Capital
Massachusetts
$279K -$1.8K -30 -0.7%
LMKC
1866
L.M. Kohn & Company
Ohio
$278K +$4.21K +70 +2%
OBGC
1867
O'Brien Greene & Co
Pennsylvania
$278K
NFSG
1868
Newbridge Financial Services Group
Florida
$277K +$33.7K +560 +15%
LAM
1869
Lifestyle Asset Management
Texas
$277K +$16.8K +280 +7%
KWM
1870
Kolinsky Wealth Management
New Jersey
$277K +$2.41K +40 +0.9%
APG
1871
Abacus Planning Group
South Carolina
$275K +$11.4K +190 +5%
MS
1872
Maven Securities
Jersey
$274K +$257K +4,270 New
CCA
1873
Childress Capital Advisors
Texas
$273K -$678K -11,270 -73%
NC
1874
NinePointTwo Capital
California
$273K -$6.62K -110 -3%
RIM
1875
RW Investment Management
Idaho
$271K

AVGO Hedge Fund Activity: Q1 2023 in Review

2,201 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2023, worth a combined $215B — up 13% from $189B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new AVGO positions and 102 closed out — a net gain of 108 holders — while 984 added to existing stakes and 792 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.77B. The largest seller was Capital International Investors, cutting an estimated $1.59B.

  • 2,201 institutional investors held Broadcom (AVGO) as of Q1 2023, up from 2,142 in Q4 2022.
  • Funds reported $215B of Broadcom stock for Q1 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Broadcom positions in Q1 2023 and 102 closed out, a net change of +108 holders.
  • The largest Broadcom buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.77B added.
  • The largest Broadcom seller in Q1 2023 was Capital International Investors, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2023.