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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
CA
1226
Claro Advisors
Massachusetts
$870K +$56.1K +1,000 +6%
SCM
1227
Salem Capital Management
Massachusetts
$865K -$345K -6,150 -26%
DWM
1228
Darwin Wealth Management
Florida
$861K -$318K -5,670 -26%
VFA
1229
Valeo Financial Advisors
Indiana
$861K -$308K -5,480 -24%
WCM
1230
Windsor Capital Management
Arizona
$859K -$26.9K -480 -3%
NFG
1231
Nations Financial Group
Iowa
$856K -$29.7K -530 -3%
BTW
1232
Boston Trust Walden
Massachusetts
$849K +$63.4K +1,130 +7%
GA
1233
Geller Advisors
New York
$844K -$5.61K -100 -0.6%
DA
1234
Doliver Advisors
Texas
$838K -$70.2K -1,250 -7%
PWPS
1235
Pinnacle Wealth Planning Services
Ohio
$837K -$142K -2,530 -13%
PWS
1236
Precision Wealth Strategies
Missouri
$832K +$107K +1,910 +12%
SIA
1237
Strategic Investment Advisors
Michigan
$821K +$8.98K +160 +1%
LJCM
1238
Lee Johnson Capital Management
Texas
$820K +$76.9K +1,370 +9%
OC
1239
Oakworth Capital
Alabama
$817K
CAG
1240
Crestwood Advisors Group
Massachusetts
$816K -$11.2K -200 -1%
GW
1241
GW & Wade
Massachusetts
$814K +$47.1K +840 +5%
WANY
1242
Wealthspire Advisors (New York)
New York
$811K +$258K +4,590 +38%
MA
1243
MUFG Americas
New York
$809K +$286K +5,090 +44%
NC
1244
NewSquare Capital
Pennsylvania
$804K +$16.8K +300 +2%
B
1245
Bailard
California
$802K -$28.1K -500 -3%
IA
1246
IFP Advisors
Florida
$800K
BWM
1247
Buckley Wealth Management
Nevada
$799K +$16.8K +300 +2%
FL
1248
Fort LP
Maryland
$788K -$626K -11,160 -41%
LS
1249
Leelyn Smith
Illinois
$788K -$156K -2,780 -15%
S
1250
Seeyond
France
$785K +$43.2K +770 +5%

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.