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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 %
FAT
2076
First American Trust
California
$293K +$19.9K +240 +7%
CSIA
2077
Charles Schwab Investment Advisory
California
$292K +$25.8K +310 +10%
BWM
2078
Baystate Wealth Management
Massachusetts
$292K +$25.8K +310 +10%
AWA
2079
Aletheian Wealth Advisors
Washington
$292K -$831 -10 -0.3%
CWA
2080
Canvas Wealth Advisors
Kansas
$291K -$52K -610 -15%
DA
2081
Dover Advisors
Virginia
$290K +$4.15K +50 +1%
RWA
2082
Roberts Wealth Advisors
California
$290K +$4.51K +50 +2%
ODG
2083
O'Dell Group
Ohio
$289K – – –
SWM
2084
Stockman Wealth Management
Montana
$289K +$24.9K +300 +9%
EIG
2085
Ellenbecker Investment Group
Wisconsin
$289K +$289K +3,480 New
SLWA
2086
San Luis Wealth Advisors
California
$288K +$288K +3,460 New
WCG
2087
Weaver Consulting Group
California
$287K – – –
FRM
2088
Fox Run Management
Connecticut
$287K +$287K +3,460 New
HL
2089
HeadInvest LLC
Maine
$287K +$38.4K +460 +15%
WLPWM
2090
Walled Lake Planning & Wealth Management
Illinois
$287K – – –
JSAM
2091
J. Safra Asset Management
New York
$287K – – –
GSIS
2092
Global Strategic Investment Solutions
Arizona
$287K +$12.5K +150 +5%
T
2093
TNF
Montana
$285K -$105K -1,210 -27%
WCFA
2094
Walkner Condon Financial Advisors
Wisconsin
$285K +$20.8K +250 +8%
PWM
2095
PRW Wealth Management
Massachusetts
$284K -$9.25K -110 -3%
IPW
2096
Invictus Private Wealth
Colorado
$282K -$19.1K -230 -6%
BFWA
2097
Benchmark Financial Wealth Advisors
Florida
$282K +$9.96K +120 +4%
BAM
2098
Byrne Asset Management
New Jersey
$282K +$2.49K +30 +0.9%
WAM
2099
Weatherly Asset Management
California
$281K – – –
OWM
2100
OneAscent Wealth Management
Alabama
$280K +$280K +3,370 New
82 83
84
85 86