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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 %
JCM
1851
Jacobi Capital Management
Pennsylvania
$892K -$123K -1,100 -12%
S
1852
Sachetta
Massachusetts
$888K +$888K +7,950 New
PFG
1853
Prosperity Financial Group
California
$883K +$6.7K +60 +0.8%
SWM
1854
Shelton Wealth Management
Texas
$881K -$62.5K -560 -7%
GIM
1855
Gold Investment Management
Alberta, Canada
$878K +$878K +7,870 New
AWM
1856
Ameliora Wealth Management
Switzerland
$872K -$14.5K -130 -2%
OFG
1857
Oxford Financial Group
Indiana
$870K +$98.2K +880 +13%
KIG
1858
Kowal Investment Group
Wisconsin
$867K +$61.4K +550 +8%
RB
1859
Renasant Bank
Mississippi
$867K +$52.5K +470 +6%
P
1860
&Partners
Tennessee
$867K +$867K +7,870 New
SFWA
1861
Summit Financial Wealth Advisors
Louisiana
$862K -$74.8K -670 -8%
HBW
1862
Hazlett, Burt & Watson
West Virginia
$859K -$30.2K -270 -3%
MWM
1863
Mattern Wealth Management
Kansas
$858K -$2.23K -20 -0.3%
CT
1864
Colonial Trust
South Carolina
$854K +$206K +1,850 +32%
AFC
1865
AFT Forsyth & Company
Florida
$851K +$134K +1,200 +19%
EFSCE
1866
Enterprise Financial Services Corp (EFSC)
Missouri
$851K +$41.3K +370 +5%
BBA
1867
Baader Bank Aktiengesellschaft
Germany
$850K -$915K -8,370 -52%
AIA
1868
Angeles Investment Advisors
California
$847K -$58K -520 -6%
JSW
1869
Journey Strategic Wealth
New Jersey
$845K +$188K +1,680 +29%
DP
1870
Dearborn Partners
Illinois
$845K +$67K +600 +9%
SBF
1871
Sara-Bay Financial
Florida
$842K +$80.4K +720 +11%
S
1872
SimplyRich
California
$839K
QCIG
1873
Quad-Cities Investment Group
Iowa
$836K +$20.4K +190 +3%
NP
1874
Ninepoint Partners
Ontario, Canada
$835K +$17.9K +160 +2%
MC
1875
Machina Capital
France
$833K +$464K +4,160 +126%