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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
FMWA
1576
Forvis Mazars Wealth Advisors
Missouri
$337K +$189K +3,370 +95%
AWA
1577
Aaron Wealth Advisors
Illinois
$336K -$179M -3,191,850 -100%
TFCP
1578
Twin Focus Capital Partners
Massachusetts
$335K -$11.8K -210 -3%
GWS
1579
Glassman Wealth Services
Virginia
$334K +$10.1K +180 +3%
FA
1580
Fermata Advisors
California
$333K -$32K -570 -8%
GC
1581
Gilbert & Cook
Iowa
$333K +$16.8K +300 +5%
CM
1582
Columbus Macro
Pennsylvania
$332K +$383K +6,830 New
SCFS
1583
S.C. Financial Services
Arizona
$330K +$1.12K +20 +0.3%
DFA
1584
Delta Financial Advisors
Louisiana
$330K +$28.6K +510 +8%
IAP
1585
Indie Asset Partners
Indiana
$327K
JCM
1586
Jacobi Capital Management
Pennsylvania
$327K +$20.2K +360 +6%
CHAM
1587
Clear Harbor Asset Management
Connecticut
$326K
WB
1588
Webster Bank
Connecticut
$326K
FAM
1589
Formidable Asset Management
Ohio
$326K +$7.86K +140 +2%
CMS
1590
Capital Market Strategies
Florida
$326K +$377K +6,710 New
MSR
1591
Main Street Research
Connecticut
$325K -$26.1M -464,920 -99%
DBG
1592
De Burlo Group
Massachusetts
$325K -$20.3M -360,800 -98%
WAM
1593
Wakefield Asset Management
Colorado
$325K +$6.74K +120 +2%
GCM
1594
Gibraltar Capital Management
Oklahoma
$324K +$18.5K +330 +5%
OFS
1595
OneAscent Financial Services
Alabama
$324K +$161K +2,860 +75%
MCM
1596
Monument Capital Management
Virginia
$323K -$86.4K -1,540 -19%
BMA
1597
Brooks Moore & Associates
Tennessee
$323K
BO
1598
Bank OZK
Arkansas
$322K -$20.8K -370 -5%
TP
1599
Tranquility Partners
Tennessee
$322K
KMWM
1600
Keudell/Morrison Wealth Management
Oregon
$322K +$1.12K +20 +0.3%

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.