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Broadcom

2,201 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 984 increasing their positions, 792 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 102

85.96% more ownership

Funds ownership: 810.21%896.17% (+86%)

24% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 792

24% more funds holding in top 10

Funds holding in top 10: 166206 (+40)

13% more capital invested

Capital invested by funds: $189B → $215B (+$25.5B)

3% more funds holding

Funds holding: 2,1422,201 (+59)

27% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $5.8B

Holders
2,201
Holders Change
+59
Holders Change %
+2.75%
% of All Funds
35.07%
Holding in Top 10
206
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.1%
% of All Funds
3.28%
New
210
Increased
984
Reduced
792
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DCBT
2026
Dakota Community Bank & Trust
North Dakota
$130K -$3.01K -50 -2%
GC
2027
Garde Capital
Washington
$129K -$15.6K -260 -11%
CAM
2028
Close Asset Management
United Kingdom
$128K
SCA
2029
Stonebridge Capital Advisors
Minnesota
$126K -$5.42K -90 -4%
MCA
2030
Maryland Capital Advisors
Maryland
$125K
VCM
2031
Versant Capital Management
Arizona
$124K
EARNEST Partners
2032
EARNEST Partners
Georgia
$119K
PMFA
2033
Plante Moran Financial Advisors
Michigan
$119K -$20.5K -340 -16%
BCWM
2034
Bartlett & Co Wealth Management
Ohio
$119K -$12.6K -210 -10%
BC
2035
Bartlett & Co
Ohio
$118K -$12.6K -210 -10%
GM
2036
GeoWealth Management
Illinois
$114K +$65.6K +1,090 +160%
CMF
2037
Counterpoint Mutual Funds
California
$114K +$106K +1,770 New
CHA
2038
Carmichael Hill & Associates
Maryland
$111K +$602 +10 +0.6%
POIA
2039
Pin Oak Investment Advisors
Texas
$110K +$99.9K +1,660 +3,320%
PPWM
2040
PFG Private Wealth Management
Florida
$109K -$1.2K -20 -1%
Lido Advisors
2041
Lido Advisors
California
$109K +$4.26M +70,760 +26%
LD
2042
Lipe & Dalton
New York
$103K
CT
2043
Clearstead Trust
Maine
$103K +$602 +10 +0.6%
SIC
2044
Salem Investment Counselors
North Carolina
$102K +$15K +250 +19%
GCM
2045
Gables Capital Management
Florida
$98.2K +$2.41K +40 +3%
CAC
2046
Certified Advisory Corp
Florida
$97.9K +$92K +1,530 New
PB
2047
Pinnacle Bancorp
Nebraska
$97.5K -$63.8K -1,060 -41%
HDIM
2048
Hanson & Doremus Investment Management
Vermont
$97K +$62K +1,030 +215%
JWA
2049
JFS Wealth Advisors
Pennsylvania
$91.1K +$41.5K +690 +95%
JWM
2050
Janiczek Wealth Management
Colorado
$91.1K -$2.41K -40 -3%

AVGO Hedge Fund Activity: Q1 2023 in Review

2,201 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2023, worth a combined $215B — up 13% from $189B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new AVGO positions and 102 closed out — a net gain of 108 holders — while 984 added to existing stakes and 792 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.77B. The largest seller was Capital International Investors, cutting an estimated $1.59B.

  • 2,201 institutional investors held Broadcom (AVGO) as of Q1 2023, up from 2,142 in Q4 2022.
  • Funds reported $215B of Broadcom stock for Q1 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Broadcom positions in Q1 2023 and 102 closed out, a net change of +108 holders.
  • The largest Broadcom buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.77B added.
  • The largest Broadcom seller in Q1 2023 was Capital International Investors, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2023.