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Broadcom
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Overview Fund Activity

2,187 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 977 increasing their positions, 791 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
+56
Holders Change %
+2.63%
% of All Funds
35%
Holding in Top 10
205
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.24%
% of All Funds
3.28%
New
207
Increased
977
Reduced
791
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$717M
2
State Street
State Street
Massachusetts
+$510M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$357M
4
BlackRock
BlackRock
New York
+$321M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$265M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.69B
2
Capital World Investors
Capital World Investors
California
-$1.29B
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$1.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$404M
5
Franklin Resources
Franklin Resources
California
-$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
2001
Bogart Wealth LLC
Virginia
$158K -$19.2K -300 -11%
BCMLT
2002
Beacon Capital Management LLC (Tennessee)
Tennessee
$157K -$98.8K -1,540 -39%
WTA
2003
Washington Trust Advisors
Massachusetts
$155K -$7.06K -110 -4%
CCA
2004
Catalyst Capital Advisors
New York
$153K -$49.4K -770 -24%
KFP
2005
KB Financial Partners
New Jersey
$149K -$12.8K -200 -8%
MS
2006
Mizuho Securities
Japan
$148K +$109K +1,700 +283%
CSC
2007
Caldwell Sutter Capital
California
$145K +$145K +2,260 New
BAM
2008
Baldrige Asset Management
Pennsylvania
$140K +$1.93K +30 +1%
CC
2009
Centiva Capital
New York
$137K +$136K +2,120 +21,200%
EI
2010
Ellevest Inc
New York
$135K +$3.85K +60 +3%
BLC
2011
Brown, Lisle/Cummings
Rhode Island
$132K +$16K +250 +14%
MCM
2012
MV Capital Management
Maryland
$132K +$27.6K +430 +27%
DCBT
2013
Dakota Community Bank & Trust
North Dakota
$130K -$3.21K -50 -2%
GC
2014
Garde Capital
Washington
$129K -$16.7K -260 -11%
CAM
2015
Close Asset Management
United Kingdom
$128K – – –
SCA
2016
Stonebridge Capital Advisors
Minnesota
$126K -$5.77K -90 -4%
MCA
2017
Maryland Capital Advisors
Maryland
$125K – – –
VCM
2018
Versant Capital Management
Arizona
$124K – – –
EARNEST Partners
2019
EARNEST Partners
Georgia
$119K – – –
PMFA
2020
Plante Moran Financial Advisors
Michigan
$119K -$21.8K -340 -16%
BCWM
2021
Bartlett & Co Wealth Management
Ohio
$119K -$13.5K -210 -10%
BC
2022
Bartlett & Co
Ohio
$118K -$13.4K -210 -10%
GM
2023
GeoWealth Management
Illinois
$114K +$70.2K +1,090 +160%
CMF
2024
Counterpoint Mutual Funds
California
$114K +$114K +1,770 New
CHA
2025
Carmichael Hill & Associates
Maryland
$111K +$642 +10 +0.6%
79 80
81
82 83