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Broadcom

2,187 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 977 increasing their positions, 791 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
+56
Holders Change %
+2.63%
% of All Funds
35%
Holding in Top 10
205
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.24%
% of All Funds
3.28%
New
207
Increased
977
Reduced
791
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Shares
Change %
POIA
2026
Pin Oak Investment Advisors
Texas
$110K +$107K +1,660 +3,320%
PPWM
2027
PFG Private Wealth Management
Florida
$109K -$1.28K -20 -1%
Lido Advisors
2028
Lido Advisors
California
$109K +$22.6K +70,760 +26%
LD
2029
Lipe & Dalton
New York
$103K
CT
2030
Clearstead Trust
Maine
$103K +$642 +10 +0.6%
SIC
2031
Salem Investment Counselors
North Carolina
$102K +$16K +250 +19%
GCM
2032
Gables Capital Management
Florida
$98.2K +$2.57K +40 +3%
CAC
2033
Certified Advisory Corp
Florida
$97.9K +$97.9K +1,530 New
PB
2034
Pinnacle Bancorp
Nebraska
$97.5K -$68K -1,060 -41%
HDIM
2035
Hanson & Doremus Investment Management
Vermont
$97K +$66.2K +1,030 +215%
JWA
2036
JFS Wealth Advisors
Pennsylvania
$91.1K +$44.3K +690 +95%
JWM
2037
Janiczek Wealth Management
Colorado
$91.1K -$2.48K -40 -3%
FFC
2038
First Financial Corp
Indiana
$89.2K
AF
2039
Arrow Financial
New York
$87.9K
RG
2040
Retirement Group
California
$87K +$2.74K +70 +3%
BHWM
2041
Bay Harbor Wealth Management
Maryland
$86K +$10.9K +170 +15%
FSWA
2042
Financial Synergies Wealth Advisors
Texas
$82.9K +$30.8K +480 +59%
GTAM
2043
Global Trust Asset Management
Florida
$82.3K
BAMCO Inc
2044
BAMCO Inc
New York
$82.1K
RFG
2045
RFP Financial Group
Georgia
$81.5K +$3.21K +50 +4%
NSIM
2046
North Star Investment Management
Illinois
$77K +$642 +10 +0.8%
NIC
2047
Northwest Investment Counselors
Oregon
$75.6K -$60.9K -950 -45%
HWA
2048
Heritage Wealth Advisors
Virginia
$75.1K +$16K +250 +27%
TC
2049
Tacita Capital
Ontario, Canada
$74K +$19.3K +300 +35%
OCM
2050
Orion Capital Management
California
$73.8K -$13.5K -210 -15%