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Broadcom
AVGO

Overview Fund Activity

3,247 hedge funds and large institutions have $560B invested in Broadcom in 2024 Q2 according to their latest regulatory filings, with 337 funds opening new positions, 1,454 increasing their positions, 1,163 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,247
Holders Change
+202
Holders Change %
+6.63%
% of All Funds
47.22%
Holding in Top 10
550
Holding in Top 10 Change
+100
Holding in Top 10 Change %
+22.22%
% of All Funds
8%
New
337
Increased
1,454
Reduced
1,163
Closed
94
Calls
$19.1B
Puts
$20.4B
Net Calls
-$1.28B
Net Calls Change
+$33M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$3.08B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.48B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.7B
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.59B
5
Goldman Sachs
Goldman Sachs
New York
+$1.54B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$10.3B
2
Capital World Investors
Capital World Investors
California
-$5.67B
3
Capital International Investors
Capital International Investors
California
-$3.15B
4
BlackRock
BlackRock
New York
-$1.14B
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
2001
Aspiriant LLC
California
$1.33M -$408K -2,540 -23%
AFC
2002
AFT Forsyth & Company
Florida
$1.33M +$119K +740 +10%
MPCG
2003
Matrix Private Capital Group
New York
$1.31M +$20.9K +130 +2%
KF
2004
KKM Financial
Illinois
$1.31M +$16.1K +100 +1%
PWM
2005
Paulson Wealth Management
Illinois
$1.31M -$27.3K -170 -2%
RTC
2006
Riverview Trust Company
Washington
$1.31M – – –
AC
2007
AlphaCore Capital
California
$1.31M +$856K +5,330 +190%
WCA
2008
Waypoint Capital Advisors
Minnesota
$1.3M +$69K +430 +6%
AAM
2009
AMI Asset Management
California
$1.3M -$4.82K -30 -0.4%
DA
2010
Dover Advisors
Virginia
$1.29M +$255K +1,590 +25%
NAS
2011
Nicolet Advisory Services
Wisconsin
$1.29M +$82K +470 +7%
CHM
2012
Collaborative Holdings Management
New York
$1.28M -$321K -2,000 -20%
VW
2013
Vantage Wealth
California
$1.28M – – –
MCM
2014
Magnolia Capital Management
New York
$1.28M – – –
MCCA
2015
Mill Creek Capital Advisors
Pennsylvania
$1.28M +$186K +1,160 +17%
BO
2016
Bank OZK
Arkansas
$1.28M +$53K +330 +4%
DCM
2017
Driehaus Capital Management
Illinois
$1.27M -$15.1M -93,860 -92%
SBF
2018
Sara-Bay Financial
Florida
$1.27M +$61K +380 +5%
PCMC
2019
Paragon Capital Management (Colorado)
Colorado
$1.27M -$303K -1,890 -19%
BFO
2020
Biltmore Family Office
North Carolina
$1.27M -$9.63K -60 -0.8%
WE
2021
Wealth Effects
Massachusetts
$1.26M +$8.03K +50 +0.6%
QCIG
2022
Quad-Cities Investment Group
Iowa
$1.26M +$4.82K +30 +0.4%
SMC
2023
Smith, Moore & Co
Missouri
$1.25M +$36.9K +230 +3%
JCM
2024
Jacobsen Capital Management
Utah
$1.25M +$54.6K +340 +5%
ATS
2025
Ashton Thomas Securities
New York
$1.25M +$1.25M +7,080 New
79 80
81
82 83