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Broadcom

2,201 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 984 increasing their positions, 792 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 102

85.96% more ownership

Funds ownership: 810.21%896.17% (+86%)

24% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 792

24% more funds holding in top 10

Funds holding in top 10: 166206 (+40)

13% more capital invested

Capital invested by funds: $189B → $215B (+$25.5B)

3% more funds holding

Funds holding: 2,1422,201 (+59)

27% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $5.8B

Holders
2,201
Holders Change
+59
Holders Change %
+2.75%
% of All Funds
35.07%
Holding in Top 10
206
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.1%
% of All Funds
3.28%
New
210
Increased
984
Reduced
792
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TCPG
2001
Trivant Custom Portfolio Group
California
$197K +$185K +3,070 New
GPI
2002
General Partner Inc
Pennsylvania
$197K +$17.4K +290 +10%
GIA
2003
GHP Investment Advisors
Colorado
$195K
RDFA
2004
Ritter Daniher Financial Advisory
Ohio
$194K +$78.2K +1,300 +76%
BCM
2005
Blume Capital Management
California
$192K
AP
2006
Atwood & Palmer
Missouri
$189K
HGERS
2007
Householder Group Estate & Retirement Specialist
Arizona
$187K +$24.7K +410 +16%
KA
2008
Kozak & Associates
Colorado
$179K +$7.82K +130 +5%
LPIC
2009
LeJeune Puetz Investment Counsel
Michigan
$176K +$1.8K +30 +1%
TWA
2010
TCI Wealth Advisors
Arizona
$170K -$3.61K -60 -2%
FCB
2011
First Command Bank
Texas
$169K
FCFS
2012
First Command Financial Services
Texas
$169K
ONST
2013
Old North State Trust
North Carolina
$165K
BWL
2014
Bogart Wealth LLC
Virginia
$158K -$18K -300 -11%
BCMLT
2015
Beacon Capital Management LLC (Tennessee)
Tennessee
$157K -$92.7K -1,540 -39%
WTA
2016
Washington Trust Advisors
Massachusetts
$155K -$6.62K -110 -4%
CCA
2017
Catalyst Capital Advisors
New York
$153K -$46.3K -770 -24%
KFP
2018
KB Financial Partners
New Jersey
$149K -$12K -200 -8%
MS
2019
Mizuho Securities
Japan
$148K +$102K +1,700 +283%
CSC
2020
Caldwell Sutter Capital
California
$145K +$136K +2,260 New
BAM
2021
Baldrige Asset Management
Pennsylvania
$140K +$1.8K +30 +1%
CC
2022
Centiva Capital
New York
$137K +$128K +2,120 +21,200%
EI
2023
Ellevest Inc
New York
$135K +$3.61K +60 +3%
BLC
2024
Brown, Lisle/Cummings
Rhode Island
$132K +$15K +250 +14%
MCM
2025
MV Capital Management
Maryland
$132K +$25.9K +430 +27%

AVGO Hedge Fund Activity: Q1 2023 in Review

2,201 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2023, worth a combined $215B — up 13% from $189B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new AVGO positions and 102 closed out — a net gain of 108 holders — while 984 added to existing stakes and 792 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.77B. The largest seller was Capital International Investors, cutting an estimated $1.59B.

  • 2,201 institutional investors held Broadcom (AVGO) as of Q1 2023, up from 2,142 in Q4 2022.
  • Funds reported $215B of Broadcom stock for Q1 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Broadcom positions in Q1 2023 and 102 closed out, a net change of +108 holders.
  • The largest Broadcom buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.77B added.
  • The largest Broadcom seller in Q1 2023 was Capital International Investors, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2023.