AVGO icon

Broadcom
AVGO

Overview Fund Activity

2,445 hedge funds and large institutions have $277B invested in Broadcom in 2023 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 1,001 increasing their positions, 989 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,445
Holders Change
+70
Holders Change %
+2.95%
% of All Funds
38.98%
Holding in Top 10
240
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-10.78%
% of All Funds
3.83%
New
196
Increased
1,001
Reduced
989
Closed
99
Calls
$7.01B
Puts
$9.09B
Net Calls
-$2.08B
Net Calls Change
-$245M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$936M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$561M
4
DZ Bank
DZ Bank
Germany
+$555M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$524M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$966M
3
Bank of America
Bank of America
North Carolina
-$625M
4
Capital International Investors
Capital International Investors
California
-$487M
5
Macquarie Group
Macquarie Group
Australia
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPT
2026
Nixon Peabody Trust
Massachusetts
$327K – – –
AWM
2027
Angeles Wealth Management
California
$327K +$13.3K +160 +4%
SIC
2028
Sigma Investment Counselors
Michigan
$324K +$19.9K +240 +7%
IF
2029
Insight Folios
North Carolina
$323K -$3.32K -40 -1%
HI
2030
Humankind Investments
New York
$322K -$67.3K -810 -17%
PCA
2031
Prosperity Capital Advisors
Ohio
$321K +$76.4K +920 +31%
RFN
2032
Redwood Financial Network
Ohio
$321K +$13.3K +160 +4%
FL
2033
Fort LP
Maryland
$320K -$27.4K -330 -8%
NPA
2034
Nichols & Pratt Advisers
Massachusetts
$320K +$12.5K +150 +4%
ADIM
2035
Alpha DNA Investment Management
Maryland
$319K +$99.7K +1,200 +45%
WF
2036
Wayfinding Financial
Washington
$318K +$19.2K +230 +6%
FTUS
2037
Flow Traders U.S.
New York
$316K +$316K +3,810 New
SFS
2038
Security Financial Services
Indiana
$316K +$11.6K +140 +4%
DFA
2039
DHJJ Financial Advisors
Illinois
$315K -$5.81K -70 -2%
MIG
2040
McGuire Investment Group
Rhode Island
$315K – – –
BFA
2041
Beacon Financial Advisory
Ohio
$314K +$6.64K +80 +2%
MIC
2042
Means Investment Company
Maine
$313K +$90.6K +1,090 +41%
RCG
2043
Rock Creek Group
District of Columbia
$313K -$120K -1,450 -28%
ITB
2044
Idaho Trust Bank
Idaho
$313K +$313K +3,770 New
APG
2045
Abacus Planning Group
South Carolina
$313K +$3.33K +40 +1%
ECM
2046
Elgethun Capital Management
South Dakota
$313K – – –
KCFA
2047
Key Client Fiduciary Advisors
New Jersey
$312K +$831 +10 +0.3%
FA
2048
Fiduciary Alliance
South Carolina
$312K +$130K +1,560 +71%
GJIA
2049
Glass Jacobson Investment Advisors
Maryland
$311K +$27.4K +330 +10%
DIP
2050
DT Investment Partners
Pennsylvania
$311K – – –
80 81
82
83 84