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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 %
FWM
2376
Focused Wealth Management
New York
$28.3K +$7.49K +90 +36%
IWP
2377
IAG Wealth Partners
Wisconsin
$28.2K -$3.32K -40 -11%
SWA
2378
SOA Wealth Advisors
New York
$27.4K – – –
HWA
2379
HHM Wealth Advisors
Tennessee
$26.6K – – –
YDMI
2380
Y.D. More Investments
Israel
$24.9K -$24.1K -290 -49%
RA
2381
Rise Advisors
New York
$24.7K +$10.7K +130 +76%
GTAM
2382
Global Trust Asset Management
Florida
$23.5K – – –
GIS
2383
Grayhawk Investment Strategies
Alberta, Canada
$23.3K – – –
AW
2384
Avion Wealth
Texas
$23K +$5.55K +70 +32%
HH
2385
HWG Holdings
Texas
$22.4K – – –
SGC
2386
Slocum, Gordon & Co
Rhode Island
$21.6K – – –
TIM
2387
Tortoise Investment Management
New York
$21.6K +$3.32K +40 +18%
RWM
2388
Ruedi Wealth Management
Illinois
$20.9K – – –
ME
2389
McIlrath & Eck
Washington
$20.8K – – –
GWMIA
2390
Global Wealth Management Investment Advisory
Florida
$20.8K – – –
CIA
2391
Cape Investment Advisory
Georgia
$19.1K – – –
MFT
2392
Moisand Fitzgerald Tamayo
Florida
$18.3K +$6.65K +80 +57%
SIA
2393
SkyView Investment Advisors
New Jersey
$18K -$245K -3,000 -93%
KC
2394
Kenfarb & Co
Kentucky
$17.4K – – –
CBT
2395
CoreFirst Bank & Trust
Kansas
$16.6K – – –
SC
2396
Stephens Consulting
Michigan
$16.6K – – –
FA
2397
Financial Avengers
California
$16.5K – – –
KFS
2398
Kelly Financial Services
Massachusetts
$13.1K +$1.64K +20 +14%
CWM
2399
Cranbrook Wealth Management
Michigan
$12.5K – – –
GWSA
2400
Global Wealth Strategies & Associates
Colorado
$12.5K – – –
94 95
96
97 98