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Broadcom
AVGO

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 %
WA
2001
WESPAC Advisors
California
$295K +$295K +3,400 New
MHWM
2002
Montz Harcus Wealth Management
Louisiana
$295K +$295K +3,400 New
WAM
2003
Weatherly Asset Management
California
$294K +$294K +3,390 New
RBFC
2004
Roman Butler Fullerton & Co
Missouri
$293K +$901 +10 +0.3%
ES
2005
Eagle Strategies
New York
$293K +$293K +3,370 New
CAM
2006
Campion Asset Management
Virginia
$292K -$341K -3,930 -54%
BAM
2007
Byrne Asset Management
New Jersey
$292K -$6.93K -80 -2%
PI
2008
Parkside Investments
Illinois
$288K +$1.73K +20 +0.6%
AMM
2009
American Money Management
California
$287K -$6.07K -70 -2%
ABC
2010
Associated Banc-Corp
Wisconsin
$287K +$287K +3,310 New
GSIS
2011
Global Strategic Investment Solutions
Arizona
$286K -$867 -10 -0.3%
MAA
2012
Mraz Amerine & Associates
California
$286K – – –
NCM
2013
Northside Capital Management
Oregon
$285K +$285K +3,290 New
FAT
2014
First American Trust
California
$285K +$9.53K +110 +3%
BAM
2015
Bosun Asset Management
Illinois
$285K +$285K +3,280 New
BFWA
2016
Benchmark Financial Wealth Advisors
Florida
$284K +$284K +3,280 New
FFA
2017
Fi3 Financial Advisors
Indiana
$283K -$1.74K -20 -0.6%
PFA
2018
Pure Financial Advisors
California
$283K -$3.47K -40 -1%
SNBOSD
2019
Security National Bank of So Dak
Iowa
$283K +$283K +3,260 New
WFC
2020
Western Financial Corp
California
$282K +$282K +3,250 New
MCAI
2021
Members Capital Advisors Inc
Wisconsin
$282K -$2.52M -29,000 -90%
AP
2022
Adero Partners
California
$281K +$281K +3,240 New
T
2023
TOBAM
France
$281K +$281K +3,240 New
EWM
2024
Executive Wealth Management
Michigan
$280K +$280K +3,220 New
B
2025
Bellecapital
Switzerland
$279K – – –
79 80
81
82 83