We are live on ! Find out more
AVGO icon

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
WA
1626
Waddell & Associates
Tennessee
$303K +$2.81K +50 +0.8%
II
1627
Inspire Investing
Idaho
$303K +$26.9K +480 +8%
DA
1628
DSC Advisors
Illinois
$302K -$62.9K -1,120 -15%
SDWMA
1629
Schneider Downs Wealth Management Advisors
Pennsylvania
$301K
CPA
1630
Capital Planning Advisors
California
$300K -$8.98K -160 -3%
SIC
1631
Sigma Investment Counselors
Michigan
$300K
TC
1632
Titleist Capital
Texas
$300K +$21.9K +390 +7%
WWA
1633
WCG Wealth Advisors
Nevada
$299K +$346K +6,160 New
PFA
1634
Pathway Financial Advisors
Vermont
$298K
FMP
1635
Financial Management Professionals
Texas
$298K +$20.8K +370 +6%
AFT
1636
Alpha Family Trust
California
$296K +$342K +6,100 New
PFWA
1637
Paces Ferry Wealth Advisors
Georgia
$295K
BCM
1638
Bluefin Capital Management
New York
$294K
CWM
1639
C2C Wealth Management
Arizona
$294K
TC
1640
TAP Consulting
Missouri
$294K
NIMI
1641
Natixis Investment Managers International
France
$293K +$54.4K +970 +19%
EFI
1642
EHP Funds Inc
Canada
$291K -$112K -2,000 -25%
OPOWM
1643
One Plus One Wealth Management
Florida
$291K +$21.9K +390 +7%
QC
1644
Quent Capital
New York
$291K +$40.4K +720 +14%
WKSWA
1645
White Knight Strategic Wealth Advisors
New Jersey
$290K +$2.81K +50 +0.8%
KFGK
1646
Keystone Financial Group (Kentucky)
Kentucky
$289K +$4.49K +80 +1%
KFP
1647
KMG Fiduciary Partners
Ohio
$287K -$1.12M -19,920 -77%
SCS
1648
Syquant Capital SAS
France
$287K -$11.2K -200 -3%
TCOT
1649
Trust Company of Toledo
Ohio
$287K +$23K +410 +7%
MYIA
1650
Mount Yale Investment Advisors
Colorado
$286K -$5.61K -100 -2%

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.