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Broadcom
AVGO

Overview Fund Activity

3,247 hedge funds and large institutions have $560B invested in Broadcom in 2024 Q2 according to their latest regulatory filings, with 337 funds opening new positions, 1,454 increasing their positions, 1,163 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,247
Holders Change
+202
Holders Change %
+6.63%
% of All Funds
47.22%
Holding in Top 10
550
Holding in Top 10 Change
+100
Holding in Top 10 Change %
+22.22%
% of All Funds
8%
New
337
Increased
1,454
Reduced
1,163
Closed
94
Calls
$19.1B
Puts
$20.4B
Net Calls
-$1.28B
Net Calls Change
+$33M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$3.08B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.48B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.7B
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.59B
5
Goldman Sachs
Goldman Sachs
New York
+$1.54B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$10.3B
2
Capital World Investors
Capital World Investors
California
-$5.67B
3
Capital International Investors
Capital International Investors
California
-$3.15B
4
BlackRock
BlackRock
New York
-$1.14B
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
2176
Latitude Advisors
Florida
$942K +$72.3K +450 +8%
EL
2177
EMFO LLC
Florida
$941K +$443K +2,760 +89%
HT
2178
Heritage Trust
Oklahoma
$936K +$144K +900 +18%
CCWM
2179
Correct Capital Wealth Management
Missouri
$935K +$61K +380 +7%
HS
2180
Horan Securities
United States
$933K -$9.63K -60 -1%
BW
2181
BIP Wealth
Georgia
$933K +$32.1K +200 +4%
SFG
2182
SevenBridge Financial Group
Pennsylvania
$932K +$844K +58,610 +953%
PAG
2183
Paladin Advisory Group
Iowa
$932K – – –
LCWP
2184
Legacy Capital Wealth Partners
Arkansas
$931K +$931K +5,800 New
BWM
2185
BigSur Wealth Management
Florida
$930K +$930K +5,790 New
ADIM
2186
Alpha DNA Investment Management
Maryland
$926K +$209K +1,300 +29%
MA
2187
MKT Advisors
California
$926K +$24.3K +140 +3%
CTFG
2188
Capstone Triton Financial Group
Oklahoma
$925K +$83.5K +520 +10%
WSWA
2189
Warren Street Wealth Advisors
California
$925K +$91.5K +570 +11%
BB
2190
Berkshire Bank
Massachusetts
$922K +$30.5K +190 +3%
IFPG
2191
Intrepid Financial Planning Group
Indiana
$920K -$14.5K -90 -2%
PCH
2192
PGIM Custom Harvest
New Jersey
$920K +$112K +700 +14%
BCM
2193
BluePointe Capital Management
California
$917K +$621K +3,870 +210%
DFG
2194
Delta Financial Group
New Jersey
$916K +$48.2K +300 +6%
JWM
2195
Janiczek Wealth Management
Colorado
$915K +$32.1K +200 +4%
RC
2196
Roundview Capital
New Jersey
$915K +$127K +790 +16%
1IA
2197
1620 Investment Advisors
Massachusetts
$915K -$22.5K -140 -2%
CWM
2198
Centric Wealth Management
Illinois
$913K +$822K +54,200 +905%
EPA
2199
Element Pointe Advisors
Florida
$909K +$482K +3,000 +113%
GG
2200
Greenwood Gearhart
Arkansas
$906K – – –
86 87
88
89 90