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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
NWM
1701
Northcape Wealth Management
New York
$249K +$12.3K +220 +4%
MAM
1702
Madison Asset Management
Wisconsin
$248K -$41.5K -740 -13%
FSA
1703
Fort Sheridan Advisors
Illinois
$248K -$25.3K -450 -8%
PPG
1704
Peak Planning Group
Colorado
$247K +$286K +5,090 New
WCA
1705
Waypoint Capital Advisors
Minnesota
$247K -$49.4K -880 -15%
AWM
1706
Atticus Wealth Management
Florida
$247K -$19.1K -340 -6%
SIC
1707
Samalin Investment Counsel
New York
$244K +$561 +10 +0.2%
VC
1708
Veracity Capital
Georgia
$243K -$4.49K -80 -2%
EL
1709
ERN LLC
Delaware
$243K +$281K +5,000 New
SFO
1710
Stokes Family Office
Louisiana
$242K -$561 -10 -0.2%
TWM
1711
Titus Wealth Management
California
$242K +$280K +4,990 New
NPT
1712
Nixon Peabody Trust
Massachusetts
$240K
OWM
1713
OneAscent Wealth Management
Alabama
$240K +$18.5K +330 +7%
AWM
1714
Aprio Wealth Management
Georgia
$240K +$277K +4,940 New
MCC
1715
Malaga Cove Capital
California
$240K +$278K +4,960 New
HLOC
1716
H.L. Ormond & Company
North Carolina
$239K -$183K -3,260 -40%
GM
1717
GeoWealth Management
Illinois
$239K -$182K -3,240 -39%
SFS
1718
Stiles Financial Services
Minnesota
$239K +$11.8K +210 +4%
MHR
1719
Matthew Hamilton Rosenberg
$237K +$48.3K +860 +21%
WEG
1720
World Equity Group
Illinois
$235K -$43.2K -770 -14%
CCFM
1721
Clear Creek Financial Management
Washington
$233K +$269K +4,800 New
DWA
1722
Douglass Winthrop Advisors
New York
$232K -$56.1K -1,000 -17%
EW
1723
Evoke Wealth
California
$232K -$16.8K -300 -6%
IP
1724
Ignite Planners
California
$231K +$5.05K +90 +2%
VC
1725
Vicus Capital
Pennsylvania
$229K -$25.3K -450 -9%

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.