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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 %
KMWM
2251
Keudell/Morrison Wealth Management
Oregon
$830K -$56.2K -350 -6%
RRCM
2252
Rappaport Reiches Capital Management
Illinois
$830K +$350K +2,180 +73%
SPA
2253
Sherbrooke Park Advisers
New York
$827K +$827K +5,150 New
SWM
2254
Shelton Wealth Management
Texas
$824K -$357K -2,220 -30%
ICA
2255
Infrastructure Capital Advisors
New York
$824K -$381K -2,370 -32%
MAG
2256
M3 Advisory Group
Massachusetts
$823K +$191K +1,190 +30%
TCMP
2257
Thrive Capital Management (Pennsylvania)
Pennsylvania
$821K +$332K +2,060 +68%
CWG
2258
Crown Wealth Group
North Carolina
$820K +$233K +1,450 +40%
DIM
2259
Delta Investment Management
California
$818K +$106K +660 +15%
V
2260
VeraBank
Texas
$817K – – –
SFG
2261
Sovereign Financial Group
Connecticut
$816K +$27.3K +170 +3%
PFA
2262
Pure Financial Advisors
California
$814K +$59.4K +370 +8%
DWM
2263
Dogwood Wealth Management
Kansas
$813K +$127K +790 +19%
GHAM
2264
Gilman Hill Asset Management
Connecticut
$812K -$586K -3,650 -42%
FWA
2265
FOCUS Wealth Advisors
Texas
$812K +$22.5K +140 +3%
KL
2266
KilterHowling LLC
Colorado
$808K +$75.5K +470 +10%
TPWA
2267
TRUE Private Wealth Advisors
Oregon
$808K -$22.5K -140 -3%
PIMG
2268
Patriot Investment Management Group
Tennessee
$805K +$3.21K +20 +0.4%
WA
2269
Wealthstream Advisors
New York
$805K -$206K -1,280 -20%
MFS
2270
Mirabella Financial Services
United Kingdom
$804K -$3.32M -20,650 -80%
SIGI
2271
Susquehanna International Group (Ireland)
Ireland
$803K +$803K +5,000 New
CFG
2272
Carr Financial Group
Massachusetts
$802K +$90K +560 +13%
SWP
2273
Summit Wealth Partners
Florida
$801K +$401K +2,500 +100%
RWI
2274
Red Wave Investments
Pennsylvania
$800K – – –
LWM
2275
Laidlaw Wealth Management
New York
$798K -$204K -1,270 -20%
89 90
91
92 93