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Broadcom
AVGO

Overview Fund Activity

1,987 hedge funds and large institutions have $157B invested in Broadcom in 2022 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 907 increasing their positions, 723 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,987
Holders Change
-61
Holders Change %
-2.98%
% of All Funds
33.6%
Holding in Top 10
103
Holding in Top 10 Change
-57
Holding in Top 10 Change %
-35.63%
% of All Funds
1.74%
New
139
Increased
907
Reduced
723
Closed
163
Calls
$2.61B
Puts
$3.45B
Net Calls
-$846M
Net Calls Change
+$1.79B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.59B
2
BlackRock
2
BlackRock
New York
$14.3B
3
Charles Schwab
3
Charles Schwab
California
$2.6B
4
Bank of America
4
Bank of America
North Carolina
$4.2B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$18.2B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$9.8B
2
Capital World Investors
2
Capital World Investors
California
$15.4B
3
Capital International Investors
3
Capital International Investors
California
$14.2B
4
State Street
4
State Street
Massachusetts
$7.62B
5
Goldman Sachs
5
Goldman Sachs
New York
$791M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
2051
Pursue Wealth Partners
California
– -$259K -4,300 Closed
ES
2052
Eagle Strategies
New York
– -$271K -4,300 Closed
HIF
2053
Hill Island Financial
Michigan
– -$271K -4,300 Closed
APG
2054
Abacus Planning Group
South Carolina
– -$270K -4,290 Closed
OWA
2055
Outlook Wealth Advisors
Texas
– -$269K -4,280 Closed
SAM
2056
Simplify Asset Management
Nevada
– -$267K -4,240 Closed
TPA
2057
Trivium Point Advisory
Connecticut
– -$255K -4,230 Closed
FAN
2058
Financial Advisors Network
California
– -$261K -4,140 Closed
CCA
2059
Cottonwood Capital Advisors
Utah
– -$260K -4,130 Closed
DFA
2060
DHJJ Financial Advisors
Illinois
– -$258K -4,110 Closed
GWA
2061
GGM Wealth Advisors
Maryland
– -$245K -4,110 Closed
IGGA
2062
Iron Gate Global Advisors
Utah
– -$258K -4,100 Closed
AC
2063
Arjuna Capital
North Carolina
– -$256K -4,070 Closed
JLBC
2064
J.L. Bainbridge & Co
Florida
– -$256K -4,060 Closed
SSW
2065
Smith Shellnut Wilson
Mississippi
– -$254K -4,040 Closed
HFG
2066
Heron Financial Group
New York
– -$254K -4,030 Closed
HL
2067
HeadInvest LLC
Maine
– -$254K -4,030 Closed
RB
2068
Renasant Bank
Mississippi
– -$253K -4,010 Closed
UL
2069
Unionview LLC
Washington
– -$253K -4,010 Closed
WDG
2070
Wealth Dimensions Group
Ohio
– -$249K -3,960 Closed
DTC
2071
Davidson Trust Company
Washington
– -$249K -3,950 Closed
RFP
2072
Roth Financial Partners
Texas
– -$249K -3,950 Closed
CWM
2073
Circle Wealth Management
New Jersey
– -$246K -3,910 Closed
RFN
2074
Redwood Financial Network
Ohio
– -$246K -3,900 Closed
UF
2075
Univest Financial
Pennsylvania
– -$244K -3,870 Closed
81 82
83
84 85