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Broadcom
AVGO

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 %
SCI
2451
S&CO Inc
Massachusetts
$279K – – –
OPW
2452
Oxler Private Wealth
New York
$279K +$2.23K +20 +0.8%
JWA
2453
JFS Wealth Advisors
Pennsylvania
$278K +$100K +900 +57%
IWP
2454
Invenio Wealth Partners
Florida
$278K +$278K +2,490 New
GRA
2455
Golden Road Advisors
Florida
$278K +$278K +2,490 New
CPG
2456
Custom Portfolio Group
Colorado
$278K +$278K +2,490 New
SWP
2457
Summit Wealth Partners
Florida
$278K +$278K +2,490 New
PWP
2458
Perfromance Wealth Partners
Illinois
$278K +$278K +2,490 New
IDA
2459
Intelligence Driven Advisers
California
$277K +$277K +2,350 New
BWCS
2460
Beirne Wealth Consulting Services
Connecticut
$276K +$276K +2,450 New
PFA
2461
Pettinga Financial Advisors
Indiana
$276K +$276K +2,470 New
WMP
2462
Wealth Management Partners
Arizona
$276K +$276K +2,470 New
AIM
2463
AHL Investment Management
Florida
$275K – – –
MWA
2464
MFA Wealth Advisors
Pennsylvania
$275K +$3.35K +30 +1%
TFF
2465
The Family Firm
Maryland
$274K – – –
CCWM
2466
Cassaday & Co Wealth Management
Virginia
$273K -$1.12K -10 -0.4%
EIP
2467
Ellis Investment Partners
Pennsylvania
$273K +$1.12K +10 +0.4%
AFP
2468
Ausdal Financial Partners
Iowa
$273K -$6.7K -60 -2%
BA
2469
Bristlecone Advisors
Washington
$272K +$272K +2,440 New
FCG
2470
Fielder Capital Group
Tennessee
$272K +$272K +2,440 New
SEA
2471
Stegent Equity Advisors
Texas
$271K +$271K +2,430 New
WAG
2472
Winthrop Advisory Group
Massachusetts
$271K +$271K +2,430 New
NG
2473
Northstar Group
New York
$270K -$11.2K -100 -4%
HCA
2474
Heck Capital Advisors
Wisconsin
$269K +$269K +2,410 New
EI
2475
Ellevest Inc
New York
$269K +$269K +2,410 New
97 98
99
100 101