AVGO icon

Broadcom

3,045 hedge funds and large institutions have $465B invested in Broadcom in 2024 Q1 according to their latest regulatory filings, with 334 funds opening new positions, 1,161 increasing their positions, 1,244 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,045
Holders Change
+190
Holders Change %
+6.65%
% of All Funds
44.14%
Holding in Top 10
450
Holding in Top 10 Change
+54
Holding in Top 10 Change %
+13.64%
% of All Funds
6.52%
New
334
Increased
1,161
Reduced
1,244
Closed
106
Calls
$14.3B
Puts
$15.6B
Net Calls
-$1.32B
Net Calls Change
+$3.34B
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
2051
SSI Investment Management
California
$858K -$9.28K -70 -1%
IWP
2052
Invenio Wealth Partners
Florida
$858K +$528K +3,980 +160%
DA
2053
Dover Advisors
Virginia
$858K +$587K +4,430 +217%
KC
2054
Kades & Cheifetz
Pennsylvania
$857K +$3.97K +30 +0.5%
MAG
2055
MRA Advisory Group
New Jersey
$856K -$47.7K -360 -5%
BAM
2056
Bosun Asset Management
Illinois
$856K +$504K +3,800 +143%
WEG
2057
World Equity Group
Illinois
$854K +$33.1K +250 +4%
HFM
2058
Hartford Funds Management
Pennsylvania
$853K -$732K -5,530 -46%
ACM
2059
Argyle Capital Management
Pennsylvania
$852K -$14.6K -110 -2%
IWP
2060
Insight Wealth Partners
Texas
$851K +$232K +1,750 +37%
IFU
2061
iSAM Funds (UK)
United Kingdom
$850K +$490K +3,700 +137%
SFG
2062
Synergy Financial Group
California
$849K -$123K -930 -13%
OWA
2063
One Wealth Advisors
California
$847K +$75.5K +570 +10%
EP
2064
Edgestream Partners
New Jersey
$846K -$2.27M -17,120 -73%
ST
2065
Spinnaker Trust
Maine
$846K -$581K -4,380 -41%
DP
2066
Dearborn Partners
Illinois
$844K -$159K -1,200 -16%
ABC
2067
Associated Banc-Corp
Wisconsin
$843K +$330K +2,490 +64%
CAL
2068
Capital Advisors Ltd
Ohio
$842K +$166K +1,250 +25%
SCM
2069
Saxony Capital Management
Missouri
$842K +$358K +2,700 +74%
NP
2070
Ninepoint Partners
Ontario, Canada
$838K -$154K -1,160 -16%
AAG
2071
Accordant Advisory Group
Maryland
$838K +$838K +6,320 New
SEA
2072
Stegent Equity Advisors
Texas
$836K +$514K +3,880 +160%
TA
2073
TFB Advisors
Kansas
$835K +$566K +4,550 +210%
WA
2074
Wealthstream Advisors
New York
$834K -$252K -1,900 -23%
TWM
2075
Thrive Wealth Management
Pennsylvania
$833K +$153K +1,150 +22%