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Broadcom
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Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.65B
2
BlackRock
BlackRock
New York
+$3.56B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.45B
4
State Street
State Street
Massachusetts
+$2.17B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.57B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$1.17B
2
DZ Bank
DZ Bank
Germany
-$780M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$663M
4
Bank of America
Bank of America
North Carolina
-$555M
5
Capital World Investors
Capital World Investors
California
-$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
2426
Watershed Asset Management
California
$291K +$291K +2,610 New
KWA
2427
Kellett Wealth Advisors
Ohio
$291K +$291K +2,610 New
PWA
2428
Peterson Wealth Advisors
Utah
$291K +$291K +2,610 New
ES
2429
Eagle Strategies
New York
$288K +$3.35K +30 +1%
C
2430
Covestor
United Kingdom
$288K -$2.06M -18,420 -88%
HIF
2431
Hill Island Financial
Michigan
$287K +$287K +2,570 New
LRIA
2432
Leonard Rickey Investment Advisors
Washington
$287K -$1.12K -10 -0.4%
HA
2433
HFG Advisors
Ohio
$285K -$3.35K -30 -1%
CFA
2434
Cahill Financial Advisors
Minnesota
$285K -$45.8K -410 -14%
NFP
2435
Narus Financial Partners
Utah
$284K +$284K +2,540 New
CWM
2436
Cherrydale Wealth Management
New Jersey
$283K +$6.69K +60 +2%
CPL
2437
CAP Partners LLC
Tennessee
$283K +$283K +2,540 New
ML
2438
McAdam LLC
Pennsylvania
$283K -$24.6K -220 -8%
RRCM
2439
Rappaport Reiches Capital Management
Illinois
$282K +$282K +2,530 New
FNBSF
2440
First National Bank Sioux Falls
South Dakota
$281K – – –
WFAG
2441
Worth Financial Advisory Group
North Carolina
$281K +$281K +2,520 New
PF
2442
Parker Financial
Washington
$280K +$4.47K +40 +2%
HCM
2443
Hall Capital Management
Rhode Island
$280K +$280K +2,510 New
GA
2444
Goldstein Advisors
Wisconsin
$280K +$280K +2,510 New
MHWM
2445
Montz Harcus Wealth Management
Louisiana
$280K -$6.69K -60 -2%
ETIA
2446
Epic Trust Investment Advisors
Washington
$279K -$41.3K -370 -13%
PCS
2447
Private Client Services
Kentucky
$279K +$279K +2,500 New
RDFA
2448
Ritter Daniher Financial Advisory
Ohio
$279K -$4.47K -40 -2%
MWM
2449
Merriman Wealth Management
Washington
$279K – – –
SAM
2450
Satovsky Asset Management
New York
$279K – – –
96 97
98
99 100