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Broadcom

2,375 hedge funds and large institutions have $287B invested in Broadcom in 2023 Q2 according to their latest regulatory filings, with 301 funds opening new positions, 801 increasing their positions, 1,054 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+188
Holders Change %
+8.6%
% of All Funds
37.45%
Holding in Top 10
269
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+31.22%
% of All Funds
4.24%
New
301
Increased
801
Reduced
1,054
Closed
90
Calls
$7.45B
Puts
$9.28B
Net Calls
-$1.83B
Net Calls Change
-$293M
Name Holding Trade Value Shares
Change
Shares
Change %
BSSFA
2101
Baron Silver Stevens Financial Advisors
Florida
$243K +$243K +2,800 New
PHIC
2102
Pine Haven Investment Counsel
Massachusetts
$242K +$242K +2,790 New
EL
2103
EWA LLC
Pennsylvania
$242K +$242K +2,780 New
CF
2104
Clarity Financial
Texas
$241K +$241K +2,780 New
TWA
2105
TCI Wealth Advisors
Arizona
$241K +$11.3K +130 +5%
CFA
2106
Cahill Financial Advisors
Minnesota
$241K +$241K +2,770 New
FCA
2107
FLC Capital Advisors
California
$240K +$240K +2,770 New
OCPWS
2108
One Charles Private Wealth Services
Massachusetts
$240K +$240K +2,770 New
SRAM
2109
Spouting Rock Asset Management
Pennsylvania
$239K -$260K -3,000 -52%
LCC
2110
Lincoln Capital Corp
Rhode Island
$239K -$66.8K -770 -22%
BWL
2111
Bogart Wealth LLC
Virginia
$239K +$26K +300 +12%
AGA
2112
Arkos Global Advisors
Texas
$239K +$239K +2,760 New
GA
2113
Gateway Advisory
New Jersey
$239K +$239K +2,750 New
BMCM
2114
Bryn Mawr Capital Management
Pennsylvania
$239K +$239K +2,750 New
KBFS
2115
Kohmann Bosshard Financial Services
Ohio
$238K +$238K +2,750 New
NB
2116
NBT Bank
New York
$238K -$46K -530 -16%
CIC
2117
Cornercap Investment Counsel
Georgia
$237K +$237K +2,730 New
BCMLT
2118
Beacon Capital Management LLC (Tennessee)
Tennessee
$236K +$23.4K +270 +11%
SSWM
2119
Sheets Smith Wealth Management
North Carolina
$236K +$236K +2,720 New
CTFG
2120
Capstone Triton Financial Group
Oklahoma
$236K +$236K +2,720 New
SA
2121
Syntax Advisors
New York
$235K -$85.9K -990 -27%
VCG
2122
Vantage Consulting Group
Virginia
$235K -$85.9K -990 -27%
YWM
2123
Yoder Wealth Management
California
$234K -$46K -530 -16%
FSA
2124
Fort Sheridan Advisors
Illinois
$234K +$234K +2,700 New
LRIA
2125
Leonard Rickey Investment Advisors
Washington
$234K +$234K +2,700 New