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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
OIM
1126
Opus Investment Management
Massachusetts
$1.17M
EP
1127
Eudaimonia Partners
Tennessee
$1.16M +$57.3K +1,020 +4%
GCA
1128
Genesee Capital Advisors
New York
$1.16M +$202K +3,590 +18%
BDF
1129
Balasa Dinverno & Foltz
$1.16M +$115K +2,040 +9%
AAMC
1130
Asset Allocation & Management Company
Illinois
$1.15M
JWCA
1131
J.W. Cole Advisors
Florida
$1.15M -$48.8K -870 -4%
CWP
1132
Concord Wealth Partners
Virginia
$1.15M +$251K +4,480 +23%
GCM
1133
Gladius Capital Management
Illinois
$1.15M +$1.25M +22,310 +1,785%
WA
1134
Wealth Architects
California
$1.14M +$831K +14,800 +172%
ARC
1135
Advisor Resource Council
Texas
$1.14M +$50.5K +900 +4%
PIM
1136
Perpetual Investment Management
Australia
$1.12M +$228K +4,060 +21%
WP
1137
WealthSource Partners
California
$1.12M -$171K -3,050 -12%
AI
1138
AXS Investments
New York
$1.12M +$890K +15,860 +220%
AIIMS
1139
Analyst IMS Investment Management Services
Israel
$1.12M -$84.2K -1,500 -6%
HCM
1140
Hollencrest Capital Management
California
$1.12M +$567K +10,110 +78%
HIA
1141
Harbor Investment Advisory
Maryland
$1.11M +$41K +730 +3%
VFPI
1142
Vantage Financial Partners (Illinois)
Illinois
$1.11M +$84.2K +1,500 +7%
KWMG
1143
King Wealth Management Group
Florida
$1.11M -$109K -1,950 -8%
HCM
1144
Highview Capital Management
Illinois
$1.11M -$1.68K -30 -0.1%
QCM
1145
Quantinno Capital Management
New York
$1.11M +$169K +3,010 +15%
EWA
1146
EverSource Wealth Advisors
Alabama
$1.1M +$162K +2,890 +15%
OFG
1147
OmniStar Financial Group
North Carolina
$1.1M +$64.5K +1,150 +5%
CST
1148
Charles Schwab Trust
Nevada
$1.1M +$54.4K +970 +4%
WSCM
1149
Wellington Shields Capital Management
New York
$1.1M +$26.4K +470 +2%
AF
1150
Allworth Financial
California
$1.09M +$116K +2,070 +10%

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.