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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
BPWM
1601
Badgley Phelps Wealth Managers
Washington
$322K +$10.1K +180 +3%
SMA
1602
Sage Mountain Advisors
Georgia
$321K -$62.9K -1,120 -14%
WMS
1603
Wealth Management Solutions
Pennsylvania
$321K +$2.25K +40 +0.6%
MWAM
1604
Manhattan West Asset Management
California
$320K -$58.9K -1,050 -14%
BBL
1605
Beck Bode LLC
Massachusetts
$320K +$370K +6,590 New
GIA
1606
Guyasuta Investment Advisors
Pennsylvania
$319K +$128K +2,280 +53%
UCB
1607
United Community Bank
South Carolina
$318K +$39.3K +700 +12%
CIA
1608
Choate Investment Advisors
Massachusetts
$318K
AL
1609
Aspiriant LLC
California
$317K -$30.3K -540 -8%
HW
1610
Hamilton Wealth
California
$317K +$49.4K +880 +16%
1IA
1611
1620 Investment Advisors
Massachusetts
$316K -$382K -6,810 -51%
BHWM
1612
Bar Harbor Wealth Management
New Hampshire
$316K +$13.5K +240 +4%
BFG
1613
Berger Financial Group
Minnesota
$316K +$81.9K +1,460 +29%
JSL
1614
JT Stratford LLC
Georgia
$316K +$365K +6,510 New
IA
1615
Integrity Advisory
Kansas
$315K +$1.12K +20 +0.3%
HFW
1616
Horizon Family Wealth
Illinois
$312K -$6.74K -120 -2%
IWA
1617
Intercontinental Wealth Advisors
Texas
$312K
FOA
1618
Five Oceans Advisors
California
$312K +$14.6K +260 +4%
SSB
1619
Sandy Spring Bank
Maryland
$310K
SAM
1620
SignalPoint Asset Management
Missouri
$310K +$75.2K +1,340 +26%
GPA
1621
Guidance Point Advisors
Massachusetts
$309K +$3.37K +60 +1%
C
1622
Certuity
Florida
$308K +$103K +1,840 +41%
WTB
1623
Washington Trust Bank
Washington
$304K -$118K -2,100 -25%
SFG
1624
SevenBridge Financial Group
Pennsylvania
$303K -$54.4K -970 -13%
SFA
1625
Source Financial Advisors
New York
$303K -$3.37K -60 -1%

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.