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Broadcom
AVGO

Overview Fund Activity

2,445 hedge funds and large institutions have $277B invested in Broadcom in 2023 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 1,001 increasing their positions, 989 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,445
Holders Change
+70
Holders Change %
+2.95%
% of All Funds
38.98%
Holding in Top 10
240
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-10.78%
% of All Funds
3.83%
New
196
Increased
1,001
Reduced
989
Closed
99
Calls
$7.01B
Puts
$9.09B
Net Calls
-$2.08B
Net Calls Change
-$245M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$936M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$561M
4
DZ Bank
DZ Bank
Germany
+$555M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$524M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$966M
3
Bank of America
Bank of America
North Carolina
-$625M
4
Capital International Investors
Capital International Investors
California
-$487M
5
Macquarie Group
Macquarie Group
Australia
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTB
2001
Country Trust Bank
Illinois
$346K – – –
KCM
2002
Kathmere Capital Management
Pennsylvania
$346K +$86.4K +1,040 +33%
BAM
2003
Blueshift Asset Management
New Jersey
$346K +$101K +1,220 +41%
FSA
2004
Fort Sheridan Advisors
Illinois
$346K +$121K +1,460 +54%
LSIA
2005
LaSalle St. Investment Advisors
Illinois
$345K +$13.3K +160 +4%
DWM
2006
Darwin Wealth Management
Florida
$345K +$7.48K +90 +2%
JWM
2007
JGP Wealth Management
Oregon
$345K +$831 +10 +0.2%
M1FG
2008
Mach-1 Financial Group
Arkansas
$343K +$140K +1,690 +69%
WA
2009
WBH Advisory
Maryland
$342K +$9.96K +120 +3%
PPWM
2010
Paragon Private Wealth Management
Kentucky
$339K +$25.7K +310 +8%
LNWTC
2011
Laird Norton Wetherby Trust Company
Washington
$338K -$37.4K -450 -10%
JWM
2012
Janiczek Wealth Management
Colorado
$336K +$194K +2,340 +137%
RWI
2013
Red Wave Investments
Pennsylvania
$336K – – –
SSW
2014
Smith Shellnut Wilson
Mississippi
$336K – – –
WKSWA
2015
White Knight Strategic Wealth Advisors
New Jersey
$333K -$24.9K -300 -7%
FA
2016
Fermata Advisors
California
$333K +$333K +3,990 New
CCFM
2017
Clear Creek Financial Management
Washington
$332K -$16.6K -200 -5%
OBGC
2018
O'Brien Greene & Co
Pennsylvania
$332K – – –
HIM
2019
Hillsdale Investment Management
Ontario, Canada
$332K +$196K +2,360 +144%
CF
2020
Clarity Financial
Texas
$331K +$101K +1,210 +44%
AA
2021
Auxano Advisors
Washington
$331K +$39.9K +480 +14%
DCM
2022
Deuterium Capital Management
Florida
$330K -$478K -5,730 -59%
ACP
2023
Aveo Capital Partners
Colorado
$329K +$16.6K +200 +5%
FFA
2024
Fi3 Financial Advisors
Indiana
$328K +$57.3K +690 +21%
CPC
2025
Congress Park Capital
New York
$327K -$550K -6,620 -63%
79 80
81
82 83