AVGO icon

Broadcom

2,855 hedge funds and large institutions have $405B invested in Broadcom in 2023 Q4 according to their latest regulatory filings, with 546 funds opening new positions, 1,148 increasing their positions, 950 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,855
Holders Change
+410
Holders Change %
+16.77%
% of All Funds
41.85%
Holding in Top 10
396
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+65%
% of All Funds
5.8%
New
546
Increased
1,148
Reduced
950
Closed
99
Calls
$9.82B
Puts
$14.5B
Net Calls
-$4.66B
Net Calls Change
-$2.58B
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
2026
Paladin Advisory Group
Iowa
$634K
SCM
2027
Silvant Capital Management
Georgia
$633K
IAMOG
2028
Investors Asset Management of Georgia
Georgia
$633K +$23.4K +210 +4%
WFA
2029
WMG Financial Advisors
Tennessee
$632K +$78.2K +700 +14%
SMA
2030
Seven Mile Advisory
New Jersey
$632K +$44.7K +400 +8%
TAM
2031
Townsend Asset Management
North Carolina
$629K
SIC
2032
Samalin Investment Counsel
New York
$628K +$36.9K +330 +6%
PSCM
2033
Per Stirling Capital Management
Texas
$625K +$12.3K +110 +2%
CWM
2034
Circle Wealth Management
New Jersey
$624K -$174K -1,560 -22%
ADIM
2035
Alpha DNA Investment Management
Maryland
$623K +$194K +1,740 +45%
EFG
2036
Ethos Financial Group
Pennsylvania
$622K -$54.7K -490 -8%
SIG
2037
Sargent Investment Group
Maryland
$622K +$10K +90 +2%
SPWM
2038
Spartan Planning & Wealth Management
North Carolina
$622K +$443K +3,970 +248%
SMWM
2039
Silvia McColl Wealth Management
California
$618K -$31.3K -280 -5%
CWM
2040
Cornerstone Wealth Management
Missouri
$618K -$90.4K -810 -13%
IAP
2041
Indie Asset Partners
Indiana
$618K +$1.12K +10 +0.2%
FA
2042
Faithward Advisors
Pennsylvania
$618K +$97K +780 +19%
TWA
2043
Talisman Wealth Advisors
New Jersey
$617K -$23.4K -210 -4%
ITC
2044
Inspire Trust Company
Nevada
$615K +$615K +5,510 New
RT
2045
Rockland Trust
Massachusetts
$614K -$973K -8,720 -61%
AIM
2046
Athena Investment Management
California
$614K +$1.12K +10 +0.2%
GG
2047
Greenwood Gearhart
Arkansas
$613K
PA
2048
PFW Advisors
Georgia
$613K +$100K +900 +20%
HPM
2049
Hoxton Planning & Management
West Virginia
$612K +$27.9K +250 +5%
AGA
2050
Arkos Global Advisors
Texas
$612K +$251K +2,250 +70%