AVGO icon

Broadcom
AVGO

Overview Fund Activity

3,247 hedge funds and large institutions have $560B invested in Broadcom in 2024 Q2 according to their latest regulatory filings, with 337 funds opening new positions, 1,454 increasing their positions, 1,163 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,247
Holders Change
+202
Holders Change %
+6.63%
% of All Funds
47.22%
Holding in Top 10
550
Holding in Top 10 Change
+100
Holding in Top 10 Change %
+22.22%
% of All Funds
8%
New
337
Increased
1,454
Reduced
1,163
Closed
94
Calls
$19.1B
Puts
$20.4B
Net Calls
-$1.28B
Net Calls Change
+$33M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$3.08B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.48B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.7B
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.59B
5
Goldman Sachs
Goldman Sachs
New York
+$1.54B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$10.3B
2
Capital World Investors
Capital World Investors
California
-$5.67B
3
Capital International Investors
Capital International Investors
California
-$3.15B
4
BlackRock
BlackRock
New York
-$1.14B
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
1901
Peak Asset Management
Colorado
$1.57M – – –
IWA
1902
Invera Wealth Advisors
Oregon
$1.57M +$137K +800 +10%
SI
1903
Seeds Investor
New York
$1.57M +$702K +4,370 +81%
SPWG
1904
Syntegra Private Wealth Group
Missouri
$1.57M -$27.3K -170 -2%
DA
1905
DCF Advisers
Connecticut
$1.57M +$1.57M +9,750 New
AWS
1906
Aspen Wealth Strategies
Colorado
$1.56M +$1.17M +75,170 +302%
BFG
1907
Berger Financial Group
Minnesota
$1.56M +$56.2K +350 +4%
HZ
1908
Hixon Zuercher
Ohio
$1.56M -$448K -2,790 -22%
SCP
1909
Stamos Capital Partners
California
$1.56M -$498K -3,100 -24%
SPFA
1910
Summit Place Financial Advisors
New Jersey
$1.55M -$56.2K -350 -3%
GAG
1911
Goodman Advisory Group
Massachusetts
$1.55M +$1.53M +9,550 +10,611%
APC
1912
Aspire Private Capital
North Carolina
$1.55M -$283K -1,760 -15%
BPWM
1913
Badgley Phelps Wealth Managers
Washington
$1.55M +$145K +900 +10%
OFG
1914
Oxford Financial Group
Indiana
$1.55M +$278K +1,730 +22%
FWA
1915
FSM Wealth Advisors
Ohio
$1.54M -$51.4K -320 -3%
RP
1916
Raelipskie Partnership
Ontario, Canada
$1.54M -$112K -700 -7%
WFC
1917
Western Financial Corp
California
$1.53M -$112K -700 -7%
GCM
1918
Gladius Capital Management
Illinois
$1.53M +$581K +3,620 +61%
OWA
1919
Octavia Wealth Advisors
Ohio
$1.53M +$12.8K +80 +0.8%
HFA
1920
Hershey Financial Advisers
Pennsylvania
$1.52M +$1.52M +9,440 New
HAM
1921
Harmony Asset Management
Arizona
$1.52M +$132K +820 +10%
NIWA
1922
New Insight Wealth Advisors
California
$1.52M +$1.61K +10 +0.1%
HCM
1923
Howland Capital Management
Massachusetts
$1.51M +$726K +4,520 +93%
NSEDCP
1924
NJ State Employees Deferred Compensation Plan
New Jersey
$1.5M – – –
YIA
1925
YHB Investment Advisors
Connecticut
$1.5M +$4.82K +30 +0.3%
75 76
77
78 79