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Broadcom
AVGO

Overview Fund Activity

2,012 hedge funds and large institutions have $221B invested in Broadcom in 2021 Q4 according to their latest regulatory filings, with 371 funds opening new positions, 803 increasing their positions, 624 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,012
Holders Change
+267
Holders Change %
+15.3%
% of All Funds
31.07%
Holding in Top 10
165
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+91.86%
% of All Funds
2.55%
New
371
Increased
803
Reduced
624
Closed
72
Calls
$3.89B
Puts
$8.25B
Net Calls
-$4.36B
Net Calls Change
-$2.29B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.92B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.71B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.02B
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$501M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$2.95B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$15.2B
2
Capital International Investors
2
Capital International Investors
California
$21.2B
3
Bank of America
3
Bank of America
North Carolina
$5.23B
4
Capital World Investors
4
Capital World Investors
California
$25.3B
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$699M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
2001
WestEnd Advisors
North Carolina
$2K +$2K +30 New
UFF
2002
USA Financial Formulas
Michigan
$1K – – –
LPWM
2003
Lake Point Wealth Management
Texas
$1K – – –
TFA
2004
Transamerica Financial Advisors
Florida
$1K – – –
PA
2005
PSI Advisors
Florida
$1K +$1K +10 New
AWM
2006
Activest Wealth Management
Florida
$1K +$1K +20 New
DFCM
2007
Dark Forest Capital Management
Puerto Rico
$1K +$1K +20 New
FHC
2008
First Heartland Consultants
Missouri
$852 -$55 -830 -6%
PCH
2009
Polar Capital Holdings
United Kingdom
$783 +$783 +11,770 New
FGAM
2010
Financial Gravity Asset Management
Texas
$619 +$616 +26,590 +22,158%
RTC
2011
Riverview Trust Company
Washington
$600 – – –
SFCL
2012
Strengthening Families & Communities LLC
Massachusetts
$473 +$473 +7,100 New
WC
2013
Wexford Capital
Florida
$271 +$271 +4,080 New
BGIM
2014
Brandywine Global Investment Management
Pennsylvania
– -$136M -2,812,190 Closed
ACI
2015
AMP Capital Investors
Australia
– -$65.4M -1,348,390 Closed
SAM
2016
Sawgrass Asset Management
Florida
– -$23M -474,710 Closed
TTWM
2017
TCV Trust & Wealth Management
Virginia
– -$14M -287,680 Closed
QIM
2018
Quantitative Investment Management
Virginia
– -$11.3M -233,220 Closed
PHK
2019
Point72 Hong Kong
Hong Kong
– -$9.47M -195,240 Closed
MAM
2020
Meeder Asset Management
Ohio
– -$7.42M -152,960 Closed
CM
2021
Capula Management
Cayman Islands
– -$5.47M -112,740 Closed
WI
2022
WBI Investments
New Jersey
– -$4.98M -107,670 Closed
MC
2023
Maverick Capital
Texas
– -$3.25M -66,950 Closed
HI
2024
Human Investing
Oregon
– -$2.85M -58,790 Closed
CCP
2025
Cassia Capital Partners
North Carolina
– -$2.76M -56,970 Closed
79 80
81
82 83