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AVGO
Quarter 2026Q1 · BROADCOM INC · CUSIP 11135F101
⚠️ Divergence — The three dimensions disagree — e.g. few whales piling in while most trim, or broad nibbling while whales sell. This contradiction is the signal.
Size · Holdings
$59.6B
#6 · 25 Holders
Total market value held across tracked managers.
Force · Net Flow
-$16.7B
#9238 · estimated
This quarter's net buying (est. Σ share change × current price).
Consensus · Breadth
+6
16▲ 10▼ · 2 New
Net-buying groups minus net-selling groups (related filers count once).

Who's adding

capital_group+$9.2B
two_sigma+$710M
aqr+$512M
fisher+$262M
rentec+$245M
tiger_global+$220M
bridgewater+$207M
d1+$193M
soros+$16M
third_point+$15M
altimeter+$11M
gotham+$4M
gamco+$1M
mairs_power+$65K
duquesne+$61K
harris_oakmark+$32K

Who's trimming

dodge_cox-$399K
whale_rock-$91M
cantillon-$170M
polen-$258M
marshall_wace-$267M
point72-$277M
lone_pine-$599M
millennium-$780M
citadel-$1.6B
norges-$24.3B

Compiled from public SEC 13F-HR filings for a sample of 64 tracked institutions — NOT the whole market. 13F covers long US-listed equity only (no shorts, derivatives, or non-US holdings) and lags ~45 days. Net flow is estimated from share changes × current-quarter price. Institutional-behavior observation, not investment advice.