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Broadcom
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Overview Fund Activity

2,375 hedge funds and large institutions have $287B invested in Broadcom in 2023 Q2 according to their latest regulatory filings, with 301 funds opening new positions, 801 increasing their positions, 1,054 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+188
Holders Change %
+8.6%
% of All Funds
37.45%
Holding in Top 10
269
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+31.22%
% of All Funds
4.24%
New
301
Increased
801
Reduced
1,054
Closed
90
Calls
$7.45B
Puts
$9.28B
Net Calls
-$1.83B
Net Calls Change
-$293M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.59B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.46B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$867M
4
GQG Partners
GQG Partners
Florida
+$864M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$784M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$29.2B
2
Capital International Investors
Capital International Investors
California
-$4.06B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.98B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.7B
5
Bank of America
Bank of America
North Carolina
-$1.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
1976
Texas Yale Capital Corp
Florida
$317K – – –
TA
1977
Trellis Advisors
Washington
$317K +$867 +10 +0.3%
WTB
1978
Washington Trust Bank
Washington
$315K -$28.6K -330 -8%
IPW
1979
Invictus Private Wealth
Colorado
$315K -$22.6K -260 -7%
APWA
1980
Atlas Private Wealth Advisors
New Jersey
$314K +$314K +3,620 New
HFRG
1981
Houlihan Financial Resource Group
Virginia
$310K +$310K +4,340 New
DP
1982
Dearborn Partners
Illinois
$310K +$13K +150 +4%
GA
1983
Goldstein Advisors
Wisconsin
$309K -$47.7K -550 -13%
CMBA
1984
C.M. Bidwell & Associates
Hawaii
$309K -$44.2K -510 -13%
CWA
1985
Clarity Wealth Advisors
California
$308K +$9.54K +110 +3%
HVP
1986
Hudson Value Partners
Florida
$307K +$307K +3,540 New
WA
1987
Wealthstream Advisors
New York
$307K +$307K +3,540 New
AWA
1988
Aletheian Wealth Advisors
Washington
$305K +$32.1K +370 +12%
CL
1989
CSS LLC
Illinois
$304K +$304K +3,500 New
ODG
1990
O'Dell Group
Ohio
$302K +$302K +3,480 New
WCG
1991
Weaver Consulting Group
California
$300K +$300K +3,460 New
HWM
1992
Hemington Wealth Management
Virginia
$300K -$21.7K -250 -7%
WLPWM
1993
Walled Lake Planning & Wealth Management
Illinois
$300K +$300K +3,460 New
JSAM
1994
J. Safra Asset Management
New York
$299K – – –
KIA
1995
KLR Investment Advisors
Rhode Island
$299K +$22.6K +260 +8%
GFP
1996
Guardian Financial Partners
California
$299K +$299K +3,450 New
DA
1997
Dover Advisors
Virginia
$298K -$118K -1,360 -28%
EBA
1998
Eagle Bay Advisors
New York
$297K -$11.3K -130 -4%
GJIA
1999
Glass Jacobson Investment Advisors
Maryland
$296K +$296K +3,410 New
CSC
2000
Caldwell Sutter Capital
California
$295K +$98.9K +1,140 +50%
78 79
80
81 82