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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 %
SAF
2426
Smith Anglin Financial
Texas
$610K -$30.5K -190 -5%
4WM
2427
49 Wealth Management
Texas
$609K +$210K +1,280 +53%
SGK
2428
Steigerwald Gordon & Koch
Virginia
$608K +$124K +770 +26%
MIM
2429
Morningstar Investment Management
Illinois
$605K -$464K -2,890 -43%
HIC
2430
Hartline Investment Corp
Illinois
$602K -$1.44M -8,940 -70%
ECM
2431
Elgethun Capital Management
South Dakota
$602K – – –
SIG
2432
Sargent Investment Group
Maryland
$602K +$36.9K +230 +7%
WWS
2433
Wellington Wealth Strategies
Indiana
$602K +$602K +3,750 New
RC
2434
Rovin Capital
Arizona
$600K -$8.04K -50 -1%
SLWA
2435
San Luis Wealth Advisors
California
$600K +$106K +660 +21%
DIA
2436
Dean Investment Associates
Ohio
$599K – – –
FS
2437
Financial Symmetry
North Carolina
$599K +$599K +3,730 New
KBFS
2438
Kohmann Bosshard Financial Services
Ohio
$599K – – –
DFA
2439
DHJJ Financial Advisors
Illinois
$597K -$4.82K -30 -0.8%
APW
2440
Aurora Private Wealth
New Jersey
$596K -$472K -2,940 -44%
LWM
2441
LJI Wealth Management
Indiana
$596K +$11.2K +70 +2%
WA
2442
Wambolt & Associates
Colorado
$596K +$16.4K +100 +3%
JA
2443
JLB & Associates
Michigan
$594K +$594K +3,700 New
NC
2444
NovaPoint Capital
Georgia
$592K +$25.7K +160 +5%
MTIC
2445
Missouri Trust & Investment Company
Missouri
$591K -$73.9K -460 -11%
FWM
2446
Finer Wealth Management
Massachusetts
$591K – – –
FZCM
2447
Flynn Zito Capital Management
New York
$590K – – –
WDG
2448
Wealth Dimensions Group
Ohio
$589K +$67.4K +420 +13%
SIC
2449
Sigma Investment Counselors
Michigan
$588K – – –
OHWA
2450
Oak Hill Wealth Advisors
Virginia
$588K +$588K +3,660 New
96 97
98
99 100