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Broadcom

2,375 hedge funds and large institutions have $287B invested in Broadcom in 2023 Q2 according to their latest regulatory filings, with 301 funds opening new positions, 801 increasing their positions, 1,054 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+188
Holders Change %
+8.6%
% of All Funds
37.45%
Holding in Top 10
269
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+31.22%
% of All Funds
4.24%
New
301
Increased
801
Reduced
1,054
Closed
90
Calls
$7.45B
Puts
$9.28B
Net Calls
-$1.83B
Net Calls Change
-$293M
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
2026
SkyView Investment Advisors
New Jersey
$279K -$148K -1,710 -35%
BWM
2027
Baystate Wealth Management
Massachusetts
$278K -$3.47K -40 -1%
CSIA
2028
Charles Schwab Investment Advisory
California
$278K -$33K -380 -11%
AIFAIM
2029
American Institute for Advanced Investment Management
Arizona
$278K +$278K +3,200 New
ETIA
2030
Epic Trust Investment Advisors
Washington
$277K -$133K -1,530 -32%
KOMWMG
2031
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$277K +$871 +10 +0.3%
MTIC
2032
Missouri Trust & Investment Company
Missouri
$277K -$18.2K -210 -6%
SWM
2033
Stockman Wealth Management
Montana
$276K -$2.6K -30 -0.9%
WCFA
2034
Walkner Condon Financial Advisors
Wisconsin
$276K +$276K +3,180 New
RWA
2035
Roberts Wealth Advisors
California
$274K
FPAS
2036
Focus Partners Advisor Solutions
Missouri
$273K +$273K +3,140 New
CAS
2037
Coppell Advisory Solutions
Texas
$272K -$82.9K -960 -23%
IC
2038
Inscription Capital
Texas
$272K -$23.4K -270 -8%
KA
2039
Klingman & Associates
New York
$272K +$272K +3,130 New
AFG
2040
Atomi Financial Group
New York
$271K +$271K +3,130 New
GPI
2041
General Partner Inc
Pennsylvania
$271K
KCM
2042
Kathmere Capital Management
Pennsylvania
$271K +$271K +3,120 New
JTWM
2043
Jackson Thornton Wealth Management
Alabama
$271K +$271K +3,120 New
BIP
2044
Blue Investment Partners
California
$270K -$17.3K -200 -6%
CCA
2045
Column Capital Advisors
Indiana
$270K -$13K -150 -5%
CWP
2046
Curated Wealth Partners
California
$270K +$270K +3,110 New
EL
2047
EMFO LLC
Florida
$269K
FH
2048
FWG Holdings
Florida
$268K +$268K +2,990 New
AWAP
2049
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$268K -$47.7K -550 -15%
CPSAC
2050
Chas P. Smith & Associates (CPS)
Florida
$268K +$268K +3,090 New