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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
$3.34B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.59B
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$561M
4
DZ Bank
DZ Bank
Germany
$790M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.38B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.99B
2
Capital Research Global Investors
Capital Research Global Investors
California
$15B
3
Bank of America
Bank of America
North Carolina
$6.31B
4
Capital International Investors
Capital International Investors
California
$18.5B
5
Macquarie Group
Macquarie Group
Australia
$321M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
2426
Authentikos Wealth Advisory
California
$4.98K +$4.98K +60 New
LWA
2427
Lowe Wealth Advisors
Maryland
$4.15K -$21.6K -260 -84%
JFA
2428
JNBA Financial Advisors
Minnesota
$4.15K -$4.15K -50 -50%
HWM
2429
Horizons Wealth Management
North Carolina
$4.15K – – –
HWP
2430
Highline Wealth Partners
California
$4.15K – – –
OBWP
2431
O'Brien Wealth Partners
Massachusetts
$4.15K – – –
RL
2432
Rogco LP
Oklahoma
$4.15K +$4.15K +50 New
WOSD
2433
WFA of San Diego
California
$4.15K +$4.15K +50 New
Legacy Financial Group (Iowa)
2434
Legacy Financial Group (Iowa)
Iowa
$4.15K +$4.15K +50 New
TH
2435
TCTC Holdings
Texas
$4.15K +$4.15K +50 New
CTWM
2436
Cherry Tree Wealth Management
Minnesota
$3.74K – – –
TFG
2437
Team Financial Group
California
$3.32K +$3.32K +40 New
CP
2438
Castleview Partners
Texas
$3.32K -$17.4K -210 -84%
PCM
2439
Perritt Capital Management
Illinois
$3.32K +$3.32K +40 New
BCPWM
2440
Bradley & Co Private Wealth Management
Florida
$2.49K – – –
WAM
2441
WFA Asset Management
Wisconsin
$2.49K +$2.49K +30 New
AWM
2442
Activest Wealth Management
Florida
$1.91K -$46.7K -490 -96%
PI
2443
PEAK6 Investments
Illinois
$1.77K +$1.77K +20 New
HWM
2444
HighMark Wealth Management
Minnesota
$1.66K – – –
WA
2445
WestEnd Advisors
North Carolina
$1.66K +$1.66K +20 New
PS
2446
PayPay Securities
Japan
$1.16K +$289 +20 +33%
SJIM
2447
St. Johns Investment Management
Florida
$835 – – –
MSE
2448
MUFG Securities EMEA
United Kingdom
$831 -$72.3K -870 -99%
TC
2449
Tairen Capital
Hong Kong
– -$223M -2,573,660 Closed
Voloridge Investment Management
2450
Voloridge Investment Management
Florida
– -$122M -1,401,320 Closed
96 97
98
99 100