Bellwether Advisors Trims Stake in Broadcom

Hedge fund reduces position in semiconductor giant by 9.7% in Q3

Published on Mar. 4, 2026

Bellwether Advisors LLC, a financial advisory firm, trimmed its stake in Broadcom Inc. (NASDAQ:AVGO) by 9.7% during the third quarter, according to a recent filing with the Securities and Exchange Commission. The firm now owns 44,879 shares of the semiconductor manufacturer's stock, valued at $14.81 million.

Why it matters

Broadcom is a major player in the semiconductor industry, providing components and systems for a wide range of markets. Changes in institutional ownership of the stock can provide insights into investor sentiment and market trends around the company.

The details

According to the filing, Bellwether Advisors sold 4,795 shares of Broadcom during the third quarter, reducing its total position to 44,879 shares. Broadcom now makes up 2.4% of Bellwether's portfolio, making it the firm's 7th largest holding.

  • Bellwether Advisors filed its most recent 13F report with the SEC for the third quarter of 2026.

The players

Bellwether Advisors LLC

A financial advisory firm that manages investments for institutional and individual clients.

Broadcom Inc.

A global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets.

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The takeaway

The reduction in Bellwether Advisors' Broadcom position suggests the firm may be taking a more cautious stance on the semiconductor company, though Broadcom remains a significant holding in the firm's portfolio.