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
WAS
1876
Winch Advisory Services
Wisconsin
$37K -$561 -10 -1%
BDWM
1877
Brewin Dolphin Wealth Management
Ireland
$37K
HFS
1878
HBC Financial Services
Washington
$37K +$5.61K +100 +15%
GWMIA
1879
Global Wealth Management Investment Advisory
Florida
$37K +$14K +250 +48%
DAC
1880
Dividend Assets Capital
South Carolina
$36K
NF
1881
Norwood Financial
Pennsylvania
$36K
SIS
1882
Sound Income Strategies
Florida
$36K
VRM
1883
Vectors Research Management
New York
$35K
DMKJ
1884
David M. Knott Jr
$34K +$39.9K +710 New
WA
1885
Win Advisors
Florida
$33K +$13.5K +240 +53%
FCT
1886
First Community Trust
Iowa
$32K
CMP
1887
Coston McIsaac & Partners
Maine
$32K +$36.5K +650 New
TCWM
1888
Total Clarity Wealth Management
Illinois
$32K +$36.5K +650 New
MTCM
1889
Mint Tower Capital Management
Netherlands
$30K +$34.2K +610 New
BCMLT
1890
Beacon Capital Management LLC (Tennessee)
Tennessee
$29K
WPWM
1891
Western Pacific Wealth Management
Illinois
$28K
BBPWM
1892
Blue Bell Private Wealth Management
Pennsylvania
$28K +$2.25K +40 +7%
DWA
1893
Delos Wealth Advisors
Texas
$27K
TFM
1894
TFC Financial Management
Massachusetts
$27K
SC
1895
Schubert & Co
Texas
$27K +$13.5K +240 +77%
SFO
1896
Standard Family Office
South Dakota
$27K +$31.4K +560 New
SC
1897
Stephens Consulting
Michigan
$26.7K
TJHA
1898
Thomas J. Herzfeld Advisors
Florida
$26K
HDIM
1899
Hanson & Doremus Investment Management
Vermont
$26K +$6.17K +110 +26%
MWM
1900
Mascoma Wealth Management
New Hampshire
$25K

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.