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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 %
PA
2401
PSI Advisors
Florida
$12.5K +$11.6K +140 +1,400%
PP
2402
PrairieView Partners
Minnesota
$11K – – –
JFG
2403
JDM Financial Group
Texas
$10.8K – – –
PCFFS
2404
Pacific Center for Financial Services
California
$9.97K – – –
BC
2405
Barrett & Company
Rhode Island
$9.14K – – –
FCMT
2406
Founders Capital Management (Texas)
Texas
$9.14K +$9.14K +110 New
NCM
2407
Northwest Capital Management
Oregon
$8.8K – – –
ECM
2408
Everence Capital Management
Indiana
$8.71K +$640 +7,700 +8%
EAM
2409
Eukles Asset Management
Ohio
$8.31K – – –
DF
2410
DecisionPoint Financial
Arizona
$8.31K – – –
BCH
2411
Berkshire Capital Holdings
California
$8.31K – – –
FC
2412
Family CFO
California
$8.31K +$8.31K +100 New
ACM
2413
Antonetti Capital Management
Florida
$7.48K +$7.48K +90 New
TVWM
2414
Tower View Wealth Management
Wisconsin
$7K – – –
MAM
2415
Marquette Asset Management
Minnesota
$6.65K – – –
LG
2416
LAM Group
Oregon
$6.65K – – –
DAM
2417
Delta Asset Management
Tennessee
$6.65K +$2.49K +30 +60%
IHWM
2418
Iron Horse Wealth Management
Iowa
$6.65K +$6.65K +80 New
PP
2419
PFS Partners
New Jersey
$6.4K – – –
LWANC
2420
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.82K – – –
TWD
2421
True Wealth Design
Ohio
$5.82K +$831 +10 +17%
LFA
2422
Legend Financial Advisors
Pennsylvania
$5.81K -$15K -180 -72%
YAL
2423
Your Advocates Ltd
Texas
$5.81K -$3.32K -40 -36%
CIR
2424
Clear Investment Research
Georgia
$5K – – –
LFA
2425
LGT Financial Advisors
Texas
$4.98K -$994K -11,970 -100%
95 96
97
98 99