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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 %
PPWM
2051
Paragon Private Wealth Management
Kentucky
$609K +$154K +1,380 +34%
CFMC
2052
Curbstone Financial Management Corp
New Hampshire
$607K +$607K +5,440 New
CA
2053
Callahan Advisors
Texas
$607K -$222K -1,990 -27%
WTA
2054
Washington Trust Advisors
Massachusetts
$607K +$285K +2,550 +89%
AWM
2055
AllSquare Wealth Management
New York
$606K
OWM
2056
OneAscent Wealth Management
Alabama
$604K +$228K +2,040 +61%
DTC
2057
Davidson Trust Company
Washington
$604K -$50.2K -450 -8%
WP
2058
WealthPLAN Partners
Nebraska
$603K +$19K +170 +3%
OWA
2059
Outlook Wealth Advisors
Texas
$601K +$48K +430 +9%
KFP
2060
KMG Fiduciary Partners
Ohio
$600K +$14.5K +130 +2%
FEM
2061
Fulcrum Equity Management
Texas
$596K +$27.9K +250 +5%
MSA
2062
Marino Stram & Associates
Massachusetts
$595K +$59.2K +530 +11%
WA
2063
Waddell & Associates
Tennessee
$595K +$49.1K +440 +9%
KFGK
2064
Keystone Financial Group (Kentucky)
Kentucky
$593K -$118K -1,060 -17%
SPWG
2065
Sage Private Wealth Group
Illinois
$590K -$14.5K -130 -2%
PFA
2066
Pure Financial Advisors
California
$586K +$223K +2,000 +62%
BMCM
2067
Bryn Mawr Capital Management
Pennsylvania
$585K -$181K -1,620 -24%
EFL
2068
ERn Financial LLC
Wisconsin
$585K +$294K +2,570 +101%
SGCA
2069
Steel Grove Capital Advisors
Tennessee
$584K -$50.2K -450 -8%
KIC
2070
Kensington Investment Counsel
California
$584K
CG
2071
Corundum Group
Colorado
$584K
TPWA
2072
TRUE Private Wealth Advisors
Oregon
$584K +$3.35K +30 +0.6%
DIP
2073
DT Investment Partners
Pennsylvania
$582K +$130K +1,080 +29%
TRIA
2074
Trail Ridge Investment Advisors
Colorado
$578K -$13.4K -120 -2%
FPAS
2075
Focus Partners Advisor Solutions
Missouri
$576K +$229K +2,050 +66%