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Broadcom

2,187 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 977 increasing their positions, 791 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,187
Holders Change
+56
Holders Change %
+2.63%
% of All Funds
35%
Holding in Top 10
205
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.24%
% of All Funds
3.28%
New
207
Increased
977
Reduced
791
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
2076
Vigilant Capital Management
Maine
$51K -$25.2K -390 -33%
CA
2077
Centerpoint Advisors
Massachusetts
$51K +$51K +790 New
GFWA
2078
Grey Fox Wealth Advisors
Delaware
$50.9K +$6.44K +100 +14%
AFS
2079
Annapolis Financial Services
Maryland
$50.7K
EWP
2080
Elevation Wealth Partners
California
$50K +$50K +780 New
OCM
2081
Osterweis Capital Management
California
$48.1K
NF
2082
Norwood Financial
Pennsylvania
$48.1K
PP
2083
Pacifica Partners
Canada
$47.7K +$6.2K +100 +15%
BWA
2084
BDO Wealth Advisors
Florida
$46.7K
AA
2085
Addison Advisors
Vermont
$46.2K +$8.34K +130 +22%
DMKJ
2086
David M. Knott Jr
$46K
WWP
2087
WR Wealth Planners
Missouri
$44.7K +$24.3K +380 +119%
FPFS
2088
First Personal Financial Services
North Carolina
$43.6K
TAM
2089
Tucker Asset Management
Colorado
$43K +$1.93K +30 +5%
JMF
2090
Johnson Midwest Financial
Iowa
$41.9K +$1.93K +30 +5%
MWM
2091
Mascoma Wealth Management
New Hampshire
$40.8K
VF
2092
VitalStone Financial
Texas
$40K +$16.7K +250 +71%
SC
2093
Schubert & Co
Texas
$39.8K +$1.93K +30 +5%
TFM
2094
TFC Financial Management
Massachusetts
$39.1K +$3.21K +50 +9%
ST
2095
Sageworth Trust
Pennsylvania
$39.1K +$39.1K +610 New
YDMI
2096
Y.D. More Investments
Israel
$37.9K -$742K -11,560 -95%
SIS
2097
Sound Income Strategies
Florida
$37.2K -$7.7K -120 -17%
BBPWM
2098
Blue Bell Private Wealth Management
Pennsylvania
$37.2K
WPWM
2099
Western Pacific Wealth Management
Illinois
$37.2K
CMP
2100
Coston McIsaac & Partners
Maine
$36K -$5.05K -80 -12%