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Broadcom

3,045 hedge funds and large institutions have $465B invested in Broadcom in 2024 Q1 according to their latest regulatory filings, with 334 funds opening new positions, 1,161 increasing their positions, 1,244 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,045
Holders Change
+190
Holders Change %
+6.65%
% of All Funds
44.14%
Holding in Top 10
450
Holding in Top 10 Change
+54
Holding in Top 10 Change %
+13.64%
% of All Funds
6.52%
New
334
Increased
1,161
Reduced
1,244
Closed
106
Calls
$14.3B
Puts
$15.6B
Net Calls
-$1.32B
Net Calls Change
+$3.34B
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
2001
Gould Asset Management
California
$938K
FMI
2002
F/M Investments
District of Columbia
$933K +$27.9K +210 +3%
DCM
2003
DGS Capital Management
New Jersey
$932K +$463K +3,490 +99%
ZIG
2004
Zullo Investment Group
Pennsylvania
$928K +$2.65K +20 +0.3%
NAS
2005
Nicolet Advisory Services
Wisconsin
$923K +$276K +2,070 +43%
GWMR
2006
GC Wealth Management RIA
Massachusetts
$922K +$922K +6,960 New
AIA
2007
Alera Investment Advisors
Illinois
$920K -$54.3K -410 -6%
VCM
2008
Virtue Capital Management
Tennessee
$919K +$21.5K +160 +2%
TGAM
2009
TBH Global Asset Management
Tennessee
$917K +$67.6K +510 +8%
ACM
2010
Andina Capital Management
Utah
$912K +$912K +6,880 New
VA
2011
Valmark Advisers
Ohio
$910K +$11.9K +90 +1%
FCM
2012
Fourpath Capital Management
Oklahoma
$908K -$196K -1,480 -18%
FG
2013
Fiduciary Group
Georgia
$907K -$2.65K -20 -0.3%
PMFA
2014
Plante Moran Financial Advisors
Michigan
$907K +$516K +3,890 +132%
FEM
2015
Fulcrum Equity Management
Texas
$905K +$197K +1,490 +28%
VC
2016
Vicus Capital
Pennsylvania
$904K -$49.1K -370 -5%
MCCA
2017
Mill Creek Capital Advisors
Pennsylvania
$901K +$135K +1,020 +18%
APW
2018
Aurora Private Wealth
New Jersey
$897K -$22.9K -170 -2%
MSWM
2019
McGlone Suttner Wealth Management
Wisconsin
$895K +$68.9K +520 +8%
S
2020
Sunpointe
Missouri
$895K -$9.28K -70 -1%
CDH
2021
Charles D. Hyman
$891K
IWM
2022
Iams Wealth Management
Nebraska
$891K +$891K +6,910 New
SFWA
2023
Summit Financial Wealth Advisors
Louisiana
$891K -$133K -1,000 -13%
OLVIG
2024
Oliver Lagore Vanvalin Investment Group
Michigan
$889K +$827K +6,240 +1,328%
S
2025
Sachetta
Massachusetts
$888K