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Broadcom

3,866 hedge funds and large institutions have $839B invested in Broadcom in 2024 Q4 according to their latest regulatory filings, with 653 funds opening new positions, 1,502 increasing their positions, 1,443 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,866
Holders Change
+483
Holders Change %
+14.28%
% of All Funds
51.46%
Holding in Top 10
822
Holding in Top 10 Change
+275
Holding in Top 10 Change %
+50.27%
% of All Funds
10.94%
New
653
Increased
1,502
Reduced
1,443
Closed
108
Calls
$22.9B
Puts
$26.2B
Net Calls
-$3.3B
Net Calls Change
-$2.92B
Name Holding Trade Value Shares
Change
Shares
Change %
RP
2001
Raelipskie Partnership
Ontario, Canada
$2.35M +$6.96K +30 +0.3%
BFA
2002
Brown Financial Advisors
Ohio
$2.35M +$261K +1,125 +13%
XF
2003
XML Financial
Maryland
$2.35M -$59.8K -258 -2%
RWM
2004
Riverbend Wealth Management
South Carolina
$2.34M +$2.34M +10,089 New
CT
2005
Colonial Trust
South Carolina
$2.34M +$298K +1,285 +15%
BV
2006
Boxwood Ventures
Illinois
$2.34M +$2.34M +10,082 New
BBA
2007
BLB&B Advisors
Pennsylvania
$2.34M -$186K -803 -7%
OW
2008
Olistico Wealth
Oklahoma
$2.34M -$117K -505 -5%
CWM
2009
Cornerstone Wealth Management
Missouri
$2.34M +$75.8K +327 +3%
GIA
2010
Guyasuta Investment Advisors
Pennsylvania
$2.34M -$84.9K -366 -4%
Select Equity Group
2011
Select Equity Group
New York
$2.33M -$4.5M -19,397 -66%
LC
2012
Lavaca Capital
Texas
$2.33M +$280K +1,206 +14%
FWM
2013
Forza Wealth Management
Florida
$2.32M -$232K -1,000 -9%
HAM
2014
Harmony Asset Management
Arizona
$2.32M -$368K -1,588 -14%
AFG
2015
Allegheny Financial Group
Pennsylvania
$2.32M +$13.7K +59 +0.6%
AWM
2016
Ariadne Wealth Management
California
$2.32M +$157K +667 +7%
AI
2017
AXS Investments
New York
$2.32M +$159K +687 +7%
OLVIG
2018
Oliver Lagore Vanvalin Investment Group
Michigan
$2.31M -$341K -1,469 -13%
TFIPS
2019
Towarzystwo Funduszy Inwestycyjnych PZU SA
$2.3M +$372K +1,606 +19%
IHL
2020
Investment House LLC
California
$2.3M -$69.6K -300 -3%
PWMG
2021
Prestige Wealth Management Group
New Jersey
$2.3M +$27.1K +117 +1%
SFP
2022
Sandbox Financial Partners
Maryland
$2.28M -$208K -895 -8%
SIG
2023
Sky Investment Group
Connecticut
$2.27M -$927 -4 -0%
AIC
2024
Argus Investors Counsel
New York
$2.27M -$205K -886 -8%
WMP
2025
Wealth Management Partners
Arizona
$2.26M +$56.6K +244 +3%