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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 %
WFA
1926
WMG Financial Advisors
Tennessee
$412K -$14.1K -170 -3%
TGAM
1927
TBH Global Asset Management
Tennessee
$412K – – –
OWA
1928
Outlook Wealth Advisors
Texas
$411K +$54.9K +660 +15%
WIA
1929
World Investment Advisors
California
$411K +$33.3K +400 +9%
FWA
1930
FOCUS Wealth Advisors
Texas
$409K +$88K +1,060 +27%
DWA
1931
Douglass Winthrop Advisors
New York
$408K +$11.6K +140 +3%
LA
1932
Latitude Advisors
Florida
$408K +$3.32K +40 +0.8%
WA
1933
Waddell & Associates
Tennessee
$406K – – –
LA
1934
Legacy Advisors
Pennsylvania
$405K +$77.2K +930 +24%
LMKC
1935
L.M. Kohn & Company
Ohio
$405K +$2.49K +30 +0.6%
AFG
1936
Allegheny Financial Group
Pennsylvania
$403K +$15.8K +190 +4%
EBT
1937
Enterprise Bank & Trust
Massachusetts
$403K +$7.48K +90 +2%
AI
1938
AdvisorShares Investments
Maryland
$402K +$402K +4,840 New
MSA
1939
Marino Stram & Associates
Massachusetts
$399K +$16.6K +200 +4%
KWM
1940
Kolinsky Wealth Management
New Jersey
$398K +$15K +180 +4%
FA
1941
Faithward Advisors
Pennsylvania
$397K -$18.9K -200 -5%
HCM
1942
Howland Capital Management
Massachusetts
$395K -$20.8K -250 -5%
RFA
1943
Resurgent Financial Advisors
Georgia
$393K +$13.3K +160 +4%
KAS
1944
KPP Advisory Services
Kentucky
$390K +$390K +4,700 New
AWM
1945
Affinity Wealth Management
Delaware
$390K – – –
CWA
1946
Consilium Wealth Advisory
Texas
$390K +$40.7K +490 +12%
KOC
1947
Koss-Olinger Consulting
Florida
$389K – – –
OIM
1948
Oder Investment Management
California
$388K +$831 +10 +0.2%
FSA
1949
Financial Sense Advisors
California
$388K – – –
NAS
1950
Nicolet Advisory Services
Wisconsin
$387K +$42.8K +520 +12%
76 77
78
79 80