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Broadcom

1,998 hedge funds and large institutions have $157B invested in Broadcom in 2022 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 911 increasing their positions, 727 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 911 | Existing positions reduced: 727

3% less funds holding

Funds holding: 2,0581,998 (-60)

2.97% less ownership

Funds ownership: 809.26%806.29% (-3%)

14% less first-time investments, than exits

New positions opened: 140 | Existing positions closed: 163

24% less capital invested

Capital invested by funds: $207B → $157B (-$49.1B)

25% less call options, than puts

Call options by funds: $2.61B | Put options by funds: $3.45B

35% less funds holding in top 10

Funds holding in top 10: 160104 (-56)

Holders
1,998
Holders Change
-60
Holders Change %
-2.92%
% of All Funds
33.66%
Holding in Top 10
104
Holding in Top 10 Change
-56
Holding in Top 10 Change %
-35%
% of All Funds
1.75%
New
140
Increased
911
Reduced
727
Closed
163
Calls
$2.61B
Puts
$3.45B
Net Calls
-$846M
Net Calls Change
+$1.79B
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1051
Beaumont Financial Advisors
Massachusetts
$1.42M -$10.7K -190 -0.6%
CAM
1052
Carret Asset Management
New York
$1.41M +$10.7K +190 +0.7%
SIM
1053
Sentry Investment Management
Wisconsin
$1.41M -$290K -5,160 -15%
RCG
1054
Regatta Capital Group
California
$1.41M +$48.3K +860 +3%
USCWA
1055
U.S. Capital Wealth Advisors
Texas
$1.4M -$183K -3,260 -10%
CWAG
1056
Compton Wealth Advisory Group
Virginia
$1.4M +$1.03M +18,430 +176%
CC
1057
Commons Capital
Massachusetts
$1.4M +$456K +8,130 +39%
AWC
1058
Abundance Wealth Counselors
Pennsylvania
$1.4M +$684K +12,190 +73%
FCA
1059
FinTrust Capital Advisors
South Carolina
$1.39M +$54.4K +970 +4%
RAM
1060
Redmond Asset Management
Virginia
$1.39M +$81.4K +1,450 +5%
Connor, Clark & Lunn Investment Management (CC&L)
1061
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.39M -$6.95M -123,770 -81%
FWP
1062
FAS Wealth Partners
Kansas
$1.38M +$347K +6,180 +28%
FWM
1063
Frontier Wealth Management
Missouri
$1.38M +$10.1K +180 +0.6%
PGIM
1064
Pacific Global Investment Management
California
$1.38M +$32.6K +580 +2%
TAIM
1065
TD Ameritrade Investment Management
Nebraska
$1.38M -$492K -8,770 -24%
RA
1066
RFG Advisory
Alabama
$1.37M +$61.7K +1,100 +5%
RCM
1067
RB Capital Management
Nevada
$1.37M +$106K +1,890 +7%
AW
1068
Alaethes Wealth
Nevada
$1.37M -$32.6K -580 -2%
FC
1069
Forte Capital
New York
$1.37M +$189K +3,360 +14%
MCA
1070
Magnolia Capital Advisors
Mississippi
$1.36M -$202K -3,600 -11%
DTL
1071
Dynamic Technology Lab
Singapore
$1.36M +$1.57M +27,990 New
MIM
1072
Moseley Investment Management
Florida
$1.35M +$64.5K +1,150 +4%
DWT
1073
Dorsey & Whitney Trust
South Dakota
$1.35M -$35.4K -630 -2%
QPWM
1074
Quadrant Private Wealth Management
Pennsylvania
$1.35M -$2.81K -50 -0.2%
JF
1075
Jump Financial
Illinois
$1.35M +$505K +8,990 +48%

AVGO Hedge Fund Activity: Q2 2022 in Review

1,998 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q2 2022, worth a combined $157B — down 24% from $207B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of AVGO and 140 opened new positions — a net loss of 23 holders — while 727 trimmed existing stakes and 911 added.

The largest buyer was Morgan Stanley, adding an estimated $854M. The largest seller was Capital Research Global Investors, cutting an estimated $1.12B.

  • 1,998 institutional investors held Broadcom (AVGO) as of Q2 2022, down from 2,058 in Q1 2022.
  • Funds reported $157B of Broadcom stock for Q2 2022, down 24% quarter-over-quarter.
  • 140 funds opened new Broadcom positions in Q2 2022 and 163 closed out, a net change of -23 holders.
  • The largest Broadcom buyer in Q2 2022 was Morgan Stanley, an estimated $854M added.
  • The largest Broadcom seller in Q2 2022 was Capital Research Global Investors, an estimated $1.12B sold.

Based on aggregated 13F filings for Q2 2022.