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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 %
TI
1876
Truepoint Inc
Ohio
$832K +$218K +1,950 +35%
CWM
1877
Cahaba Wealth Management
Georgia
$831K -$100K -900 -11%
WCM
1878
Wedge Capital Management
North Carolina
$828K +$30.1K +270 +4%
BO
1879
Bank OZK
Arkansas
$828K -$25.7K -230 -3%
RDWM
1880
Red Door Wealth Management
Tennessee
$826K +$127K +1,140 +18%
CMS
1881
Capital Market Strategies
Florida
$826K -$19K -170 -2%
SFA
1882
Source Financial Advisors
New York
$823K +$25.7K +230 +3%
JCM
1883
Jacobsen Capital Management
Utah
$823K
AIA
1884
Alera Investment Advisors
Illinois
$821K +$72.6K +650 +10%
CC
1885
Callan Capital
California
$820K +$98.2K +880 +14%
SFG
1886
Synergy Financial Group
California
$818K -$116K -1,040 -12%
WFI
1887
West Family Investments
California
$818K +$4.47K +40 +0.5%
PGWM
1888
Parisi Gray Wealth Management
New Jersey
$817K +$123K +1,100 +18%
TP
1889
Tranquility Partners
Tennessee
$816K -$10K -90 -1%
HFP
1890
Holistic Financial Partners
Indiana
$815K -$5.58K -50 -0.7%
AGP
1891
Autumn Glory Partners
Texas
$808K
WCA
1892
Waypoint Capital Advisors
Minnesota
$806K +$108K +970 +16%
VC
1893
Vicus Capital
Pennsylvania
$803K -$391K -3,500 -33%
BAM
1894
Blueshift Asset Management
New Jersey
$796K +$332K +2,970 +71%
VP
1895
Verum Partners
North Carolina
$795K -$106K -950 -12%
FMP
1896
Financial Management Professionals
Texas
$794K +$55.8K +500 +8%
CFS
1897
Commonwealth Financial Services
West Virginia
$794K -$288K -2,580 -27%
FHC
1898
First Heartland Consultants
Missouri
$793K +$122K +1,090 +18%
GAM
1899
Gould Asset Management
California
$790K -$27.9K -250 -3%
NRC
1900
New Republic Capital
North Carolina
$789K +$296K +2,650 +60%