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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 %
SIC
2126
SJS Investment Consulting
Ohio
$21.2K +$3.85K +60 +22%
LWP
2127
Lumature Wealth Partners
Georgia
$20.5K -$584K -9,110 -97%
RA
2128
Rise Advisors
New York
$20K +$5.15K +80 +35%
LWA
2129
Lowe Wealth Advisors
Maryland
$19.9K
DI
2130
Disciplined Investments
Oklahoma
$19.9K +$4.49K +70 +29%
SFCL
2131
Strengthening Families & Communities LLC
Massachusetts
$19.8K +$821 +340 +4%
OLVIG
2132
Oliver Lagore Vanvalin Investment Group
Michigan
$18.6K
RWM
2133
Ruedi Wealth Management
Illinois
$16K
BCMIO
2134
Beacon Capital Management Inc (Ohio)
Ohio
$16K +$16K +250 New
CIA
2135
Cascade Investment Advisors
Oregon
$16K +$16K +250 New
CP
2136
Castleview Partners
Texas
$15.7K
CIA
2137
Cape Investment Advisory
Georgia
$14.8K +$14.8K +230 New
TIM
2138
Tortoise Investment Management
New York
$14.1K
DCP
2139
Distillate Capital Partners
Illinois
$13.5K
KC
2140
Kenfarb & Co
Kentucky
$13.5K
CBT
2141
CoreFirst Bank & Trust
Kansas
$12.8K -$7.06K -110 -35%
CSPAM
2142
Cary Street Partners Asset Management
Virginia
$12.8K
SC
2143
Stephens Consulting
Michigan
$12.8K
FA
2144
Financial Avengers
California
$12.6K +$629 +10 +5%
JFA
2145
JNBA Financial Advisors
Minnesota
$12.2K +$7.7K +120 +171%
LFA
2146
Legend Financial Advisors
Pennsylvania
$12.2K -$3.85K -60 -24%
CSWM
2147
Cassady Schiller Wealth Management
Ohio
$11.5K
PP
2148
PrairieView Partners
Minnesota
$10K +$3.13K +50 +45%
OIS
2149
Okabena Investment Services
Minnesota
$9.68K +$9.68K +1,090 New
WWM
2150
Wolff Wiese Magana
California
$9.62K -$1.28K -20 -12%