AVGO icon

Broadcom
AVGO

Overview Fund Activity

2,855 hedge funds and large institutions have $405B invested in Broadcom in 2023 Q4 according to their latest regulatory filings, with 546 funds opening new positions, 1,148 increasing their positions, 950 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,855
Holders Change
+410
Holders Change %
+16.77%
% of All Funds
41.85%
Holding in Top 10
396
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+65%
% of All Funds
5.8%
New
546
Increased
1,148
Reduced
950
Closed
99
Calls
$9.82B
Puts
$14.5B
Net Calls
-$4.66B
Net Calls Change
-$2.58B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.65B
2
BlackRock
BlackRock
New York
+$3.56B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.45B
4
State Street
State Street
Massachusetts
+$2.17B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.57B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$1.17B
2
DZ Bank
DZ Bank
Germany
-$780M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$663M
4
Bank of America
Bank of America
North Carolina
-$555M
5
Capital World Investors
Capital World Investors
California
-$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
2001
Financial Security Advisor
Virginia
$659K +$659K +5,910 New
MWA
2002
MN Wealth Advisors
Kansas
$657K +$657K +5,880 New
LCWP
2003
Legacy Capital Wealth Partners
Arkansas
$657K -$3.35K -30 -0.5%
SSWM
2004
Strait & Sound Wealth Management
California
$657K +$6.62K +60 +1%
JPMIA
2005
J.P. Marvel Investment Advisors
Massachusetts
$655K +$655K +5,870 New
NCM
2006
Noesis Capital Mangement
Florida
$654K – – –
SIAG
2007
Safeguard Investment Advisory Group
California
$653K +$14.5K +130 +2%
PBO
2008
Peoples Bank (Ohio)
Ohio
$653K -$51.3K -460 -7%
NC
2009
NinePointTwo Capital
California
$653K +$177K +1,590 +37%
HS
2010
Horan Securities
United States
$653K +$21.2K +190 +3%
CC
2011
Courier Capital
New York
$652K +$14.5K +130 +2%
HBWM
2012
Hollow Brook Wealth Management
New York
$650K – – –
OWA
2013
One Wealth Advisors
California
$650K +$39.1K +350 +6%
BHWM
2014
Bar Harbor Wealth Management
New Hampshire
$646K -$15.6K -140 -2%
CWP
2015
Core Wealth Partners
California
$645K +$82.6K +740 +15%
MCCA
2016
Mill Creek Capital Advisors
Pennsylvania
$645K -$50.2K -450 -7%
CCIA
2017
Campbell & Co Investment Adviser
Maryland
$644K -$82.6K -740 -11%
IFPG
2018
Intrepid Financial Planning Group
Indiana
$644K +$644K +5,770 New
TWM
2019
Trueblood Wealth Management
Ohio
$643K +$643K +5,760 New
HIS
2020
Harvest Investment Services
Illinois
$642K -$461K -4,130 -42%
ESBC
2021
E.S. Barr & Co
Kentucky
$642K – – –
PWM
2022
Prentice Wealth Management
New York
$642K +$31.3K +280 +5%
GIM
2023
Guild Investment Management
California
$641K – – –
LAM
2024
Lifestyle Asset Management
Texas
$637K -$51.3K -460 -7%
RWP
2025
Revolve Wealth Partners
New Jersey
$636K +$44.7K +400 +8%
79 80
81
82 83