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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
KFS
1951
Kelly Financial Services
Massachusetts
$8.9K +$561 +10 +6%
FCG
1952
Financial Connections Group
California
$8K
CWM
1953
Castle Wealth Management
Florida
$8K +$9.54K +170 New
MBFW
1954
Morton Brown Family Wealth
Pennsylvania
$8K +$9.54K +170 New
CWM
1955
Cranbrook Wealth Management
Michigan
$7K -$20.8K -370 -71%
WOSD
1956
WFA of San Diego
California
$7K +$7.86K +140 New
WAM
1957
Worth Asset Management
Texas
$6K -$52.2K -930 -89%
PCFFS
1958
Pacific Center for Financial Services
California
$6K +$7.3K +130 New
BCH
1959
Berkshire Capital Holdings
California
$5K
EAM
1960
Eukles Asset Management
Ohio
$5K
FWA
1961
FSC Wealth Advisors
New York
$5K
TC
1962
Trust Company
Kansas
$5K
YAL
1963
Your Advocates Ltd
Texas
$5K
SAM
1964
Strategic Asset Management
Minnesota
$5K +$561 +10 +11%
AW
1965
Avion Wealth
Texas
$5K +$2.81K +50 +83%
TIM
1966
Tevis Investment Management
Texas
$5K +$5.61K +100 New
BIM
1967
Baldwin Investment Management
Pennsylvania
$4.77K -$134K -2,390 -2%
RIM
1968
Rockbridge Investment Management
New York
$4.37K
JFA
1969
JNBA Financial Advisors
Minnesota
$4K -$10.7K -190 -70%
BA
1970
Bellwether Advisors
Nebraska
$4K
HC
1971
Hoese & Co
Minnesota
$4K
CCM
1972
Cribstone Capital Management
Maine
$4K +$4.49K +80 New
TWP
1973
TFO Wealth Partners
Ohio
$4K +$4.49K +80 New
PP
1974
PFS Partners
New Jersey
$3.61K
BRWM
1975
B. Riley Wealth Management
Tennessee
$3.44K +$287K +5,120 +8%

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.