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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 %
HGERS
1951
Householder Group Estate & Retirement Specialist
Arizona
$730K +$109K +980 +18%
FWM
1952
Fairhaven Wealth Management
Illinois
$729K
CCG
1953
Catalina Capital Group
California
$723K +$723K +6,470 New
SRC
1954
Sage Rhino Capital
California
$722K -$7.82K -70 -1%
ACG
1955
Allen Capital Group
Nebraska
$722K -$2.01M -17,970 -74%
GKWIM
1956
Gerber Kawasaki Wealth & Investment Management
California
$721K -$92.7K -830 -11%
HP
1957
Holistic Planning
Texas
$721K +$721K +6,460 New
CWM
1958
Centric Wealth Management
Illinois
$720K +$11.2K +90 +2%
AC
1959
ASB Consultores
Florida
$719K -$337K -3,020 -32%
KC
1960
Kades & Cheifetz
Pennsylvania
$718K +$4.46K +40 +0.6%
FAT
1961
First American Trust
California
$715K +$321K +2,880 +82%
TGAM
1962
TBH Global Asset Management
Tennessee
$715K +$162K +1,450 +29%
HFW
1963
Horizon Family Wealth
Illinois
$715K +$8.94K +80 +1%
ST
1964
Sabal Trust
Florida
$714K +$11.2K +100 +2%
ACC
1965
Acorn Creek Capital
Colorado
$712K +$712K +6,380 New
SSB
1966
Sandy Spring Bank
Maryland
$711K +$17.9K +160 +3%
MHR
1967
Matthew Hamilton Rosenberg
$707K +$125K +1,120 +21%
DLA
1968
Douglas Lane & Associates
New York
$706K -$7.82K -70 -1%
FGAM
1969
Financial Gravity Asset Management
Texas
$706K +$217K +160 +44%
AHL
1970
Abel Hall LLC
Louisiana
$705K +$705K +6,320 New
NWM
1971
Northcape Wealth Management
New York
$704K -$52.5K -470 -7%
OP
1972
ORG Partners
Indiana
$702K +$115K +1,030 +20%
VCM
1973
Virtue Capital Management
Tennessee
$700K -$95.2K -910 -12%
MSWM
1974
McGlone Suttner Wealth Management
Wisconsin
$696K +$52.5K +470 +8%
GA
1975
Gateway Advisory
New Jersey
$695K +$347K +3,110 +100%