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Broadcom

2,855 hedge funds and large institutions have $405B invested in Broadcom in 2023 Q4 according to their latest regulatory filings, with 546 funds opening new positions, 1,148 increasing their positions, 950 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,855
Holders Change
+410
Holders Change %
+16.77%
% of All Funds
41.85%
Holding in Top 10
396
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+65%
% of All Funds
5.8%
New
546
Increased
1,148
Reduced
950
Closed
99
Calls
$9.82B
Puts
$14.5B
Net Calls
-$4.66B
Net Calls Change
-$2.58B
Name Holding Trade Value Shares
Change
Shares
Change %
DIA
2201
Dean Investment Associates
Ohio
$447K -$4.22M -37,770 -90%
OBGC
2202
O'Brien Greene & Co
Pennsylvania
$447K
CPC
2203
Congress Park Capital
New York
$447K +$6.7K +60 +2%
SFS
2204
Security Financial Services
Indiana
$447K +$22.3K +200 +5%
AA
2205
Auxano Advisors
Washington
$446K
SSW
2206
Smith Shellnut Wilson
Mississippi
$441K -$10K -90 -2%
FL
2207
Fort LP
Maryland
$441K +$11.2K +100 +3%
GFG
2208
Goldstone Financial Group
Illinois
$441K -$65.8K -590 -13%
FCA
2209
FLC Capital Advisors
California
$440K +$131K +1,170 +42%
WAM
2210
Weatherly Asset Management
California
$439K +$60.3K +540 +16%
MA
2211
MKT Advisors
California
$438K
WKSWA
2212
White Knight Strategic Wealth Advisors
New Jersey
$436K -$11.2K -100 -2%
BBA
2213
BLB&B Advisors
Pennsylvania
$436K +$436K +3,910 New
CWG
2214
Crown Wealth Group
North Carolina
$435K +$435K +3,900 New
IF
2215
Insight Folios
North Carolina
$434K
FNBOO
2216
First National Bank of Omaha
Nebraska
$433K -$44.7K -400 -9%
CCA
2217
Catalyst Capital Advisors
New York
$433K +$89.3K +800 +26%
TCOTS
2218
Trust Company of the South
North Carolina
$433K +$433K +3,880 New
BWM
2219
Baystate Wealth Management
Massachusetts
$433K +$40.3K +360 +10%
KBFS
2220
Kohmann Bosshard Financial Services
Ohio
$433K +$63.6K +570 +17%
EWM
2221
Executive Wealth Management
Michigan
$433K +$83.8K +750 +24%
GF
2222
Gries Financial
Ohio
$432K +$94.9K +850 +28%
ABC
2223
Associated Banc-Corp
Wisconsin
$432K +$111K +990 +34%
SFG
2224
Sovereign Financial Group
Connecticut
$431K -$129K -1,160 -23%
EC
2225
EdgeRock Capital
Colorado
$430K +$78.4K +640 +22%