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Broadcom

3,383 hedge funds and large institutions have $593B invested in Broadcom in 2024 Q3 according to their latest regulatory filings, with 317 funds opening new positions, 1,524 increasing their positions, 1,304 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,383
Holders Change
+136
Holders Change %
+4.19%
% of All Funds
48.93%
Holding in Top 10
547
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.55%
% of All Funds
7.91%
New
317
Increased
1,524
Reduced
1,304
Closed
136
Calls
$17.2B
Puts
$17.5B
Net Calls
-$386M
Net Calls Change
+$896M
Name Holding Trade Value Shares
Change
Shares
Change %
DCM
2001
DGS Capital Management
New Jersey
$1.44M +$235K +1,363 +19%
FFA
2002
Fi3 Financial Advisors
Indiana
$1.44M +$605K +3,507 +72%
TFIPS
2003
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.44M -$115K -664 -7%
FOA
2004
Five Oceans Advisors
California
$1.44M -$286K -1,659 -17%
AAP
2005
Arax Advisory Partners
Colorado
$1.43M -$49.7K -288 -3%
PEA
2006
Park Edge Advisors
Ohio
$1.43M -$127K -735 -8%
CCA
2007
Cadent Capital Advisors
Oklahoma
$1.43M +$678K +3,929 +90%
OFG
2008
OmniStar Financial Group
North Carolina
$1.43M -$56.3K -325 -4%
DOA
2009
D'Orazio & Associates
Virginia
$1.42M -$83.3K -483 -6%
BO
2010
Bank OZK
Arkansas
$1.42M +$50.5K +293 +4%
PWM
2011
Paulson Wealth Management
Illinois
$1.42M +$14.5K +84 +1%
WCA
2012
Waypoint Capital Advisors
Minnesota
$1.41M +$11.9K +69 +0.8%
CWP
2013
Core Wealth Partners
California
$1.41M +$257K +1,490 +22%
KF
2014
KKM Financial
Illinois
$1.41M -$863 -5 -0.1%
CCG
2015
Ceeto Capital Group
Florida
$1.41M -$345K -2,000 -20%
MPCG
2016
Matrix Private Capital Group
New York
$1.41M -$4.14K -24 -0.3%
SMC
2017
Smith, Moore & Co
Missouri
$1.4M +$57.8K +335 +4%
CCWM
2018
Correct Capital Wealth Management
Missouri
$1.4M +$400K +2,321 +40%
KPF
2019
K2 Principal Fund
Ontario, Canada
$1.4M -$1.01M -5,869 -42%
AGP
2020
Autumn Glory Partners
Texas
$1.4M +$409K +2,202 +41%
CWA
2021
Canvas Wealth Advisors
Kansas
$1.4M -$6.16M -35,729 -82%
KA
2022
Klingman & Associates
New York
$1.39M +$478K +2,771 +52%
RC
2023
Roundview Capital
New Jersey
$1.39M +$410K +2,379 +42%
ATS
2024
Ashton Thomas Securities
New York
$1.39M +$170K +988 +14%
AGWCA
2025
Annis Gardner Whiting Capital Advisors
Florida
$1.39M -$189K -1,095 -12%