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Broadcom
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Overview Fund Activity

2,445 hedge funds and large institutions have $277B invested in Broadcom in 2023 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 1,001 increasing their positions, 989 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,445
Holders Change
+70
Holders Change %
+2.95%
% of All Funds
38.98%
Holding in Top 10
240
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-10.78%
% of All Funds
3.83%
New
196
Increased
1,001
Reduced
989
Closed
99
Calls
$7.01B
Puts
$9.09B
Net Calls
-$2.08B
Net Calls Change
-$245M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$936M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$561M
4
DZ Bank
DZ Bank
Germany
+$555M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$524M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$966M
3
Bank of America
Bank of America
North Carolina
-$625M
4
Capital International Investors
Capital International Investors
California
-$487M
5
Macquarie Group
Macquarie Group
Australia
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIC
1901
Kensington Investment Counsel
California
$434K +$19.1K +230 +5%
AWM
1902
Atticus Wealth Management
Florida
$434K -$49K -590 -10%
HPM
1903
Hoxton Planning & Management
West Virginia
$434K -$4.15K -50 -0.9%
MHR
1904
Matthew Hamilton Rosenberg
$433K – – –
TPWA
1905
TRUE Private Wealth Advisors
Oregon
$432K +$30.7K +370 +8%
BFG
1906
Beacon Financial Group
Texas
$431K +$431K +4,670 New
BCM
1907
BluePath Capital Management
Georgia
$431K +$431K +5,180 New
FP
1908
Foundry Partners
Minnesota
$428K +$428K +5,150 New
HT
1909
Heritage Trust
Oklahoma
$428K -$2.96M -35,610 -87%
UF
1910
Univest Financial
Pennsylvania
$427K – – –
SRC
1911
Shufro Rose & Co
New York
$426K – – –
CAL
1912
Capital Advisors Ltd
Ohio
$424K – – –
FEM
1913
Fulcrum Equity Management
Texas
$423K +$423K +5,090 New
HIIFS
1914
Harel Insurance Investments & Financial Services
Israel
$421K -$1.49M -17,880 -78%
UFF
1915
USA Financial Formulas
Michigan
$420K -$455K -5,480 -52%
CWP
1916
Core Wealth Partners
California
$419K -$16.6K -200 -4%
LL
1917
LPWM LLC
Minnesota
$417K – – –
BCP
1918
Berkeley Capital Partners
Georgia
$417K -$12.5K -150 -3%
BMWM
1919
Brown Miller Wealth Management
Virginia
$417K -$46.5K -560 -10%
SFG
1920
Sovereign Financial Group
Connecticut
$417K +$831 +10 +0.2%
EM
1921
Excalibur Management
Massachusetts
$417K +$4.15K +50 +1%
PNAA
1922
Pictet North America Advisors
Switzerland
$415K – – –
SVCP
1923
Silicon Valley Capital Partners
California
$415K +$1.66K +20 +0.4%
SAM
1924
Secure Asset Management
Michigan
$413K +$43.2K +520 +12%
BB
1925
Berkshire Bank
Massachusetts
$413K – – –
75 76
77
78 79