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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 %
SL
2151
Salomon & Ludwin
Virginia
$253K – – –
OHWA
2152
Oak Hill Wealth Advisors
Virginia
$253K +$12.5K +150 +5%
SNB
2153
Security National Bank
Nebraska
$252K -$104K -1,250 -29%
BAG
2154
Briggs Advisory Group
Rhode Island
$252K – – –
WA
2155
Wambolt & Associates
Colorado
$251K +$30.1K +360 +14%
OFS
2156
OneAscent Financial Services
Alabama
$251K -$64K -770 -20%
GF
2157
Gries Financial
Ohio
$251K +$51.5K +620 +26%
PAA
2158
Peregrine Asset Advisers
Oregon
$251K +$251K +3,020 New
CWP
2159
Curated Wealth Partners
California
$251K -$7.48K -90 -3%
TNB
2160
Thomasville National Bank
Georgia
$249K -$2.49K -30 -1%
BCM
2161
Blume Capital Management
California
$249K – – –
MA
2162
MAS Advisors
Florida
$249K +$8.31K +100 +3%
MHC
2163
Meyer Handelman Company
New York
$249K +$249K +3,000 New
CA
2164
Calton & Associates
Florida
$249K +$249K +3,000 New
FFA
2165
Fortune Financial Advisors
Kansas
$249K +$831 +10 +0.3%
AWA
2166
Amplius Wealth Advisors
Pennsylvania
$248K +$43.2K +520 +21%
EPA
2167
Element Pointe Advisors
Florida
$248K +$26.6K +320 +12%
CPSAC
2168
Chas P. Smith & Associates (CPS)
Florida
$247K -$9.98K -120 -4%
XT
2169
XTX Topco
Cayman Islands
$247K +$247K +2,970 New
GIA
2170
GHP Investment Advisors
Colorado
$246K – – –
EA
2171
Echo45 Advisors
California
$246K +$7.48K +90 +3%
CFA
2172
Cahill Financial Advisors
Minnesota
$246K +$15.8K +190 +7%
BWM
2173
BlackDiamond Wealth Management
New York
$244K +$9.25K +110 +4%
MCAI
2174
Members Capital Advisors Inc
Wisconsin
$241K -$29.1K -350 -11%
LI
2175
Lafayette Investments
Maryland
$239K +$239K +2,880 New
85 86
87
88 89