We are live on ! Find out more
ABBV icon

AbbVie

3,139 hedge funds and large institutions have $197B invested in AbbVie in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 1,251 increasing their positions, 1,359 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $3.15B | Put options by funds: $2.04B

35% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 117

0.07% less ownership

Funds ownership: 69.85%69.77% (-0.07%)

1% less funds holding

Funds holding: 3,1683,139 (-29)

8% less repeat investments, than reductions

Existing positions increased: 1,251 | Existing positions reduced: 1,359

13% less funds holding in top 10

Funds holding in top 10: 348303 (-45)

23% less capital invested

Capital invested by funds: $255B → $197B (-$58.3B)

Holders
3,139
Holders Change
-29
Holders Change %
-0.92%
% of All Funds
50.02%
Holding in Top 10
303
Holding in Top 10 Change
-45
Holding in Top 10 Change %
-12.93%
% of All Funds
4.83%
New
158
Increased
1,251
Reduced
1,359
Closed
117
Calls
$3.15B
Puts
$2.04B
Net Calls
+$1.11B
Net Calls Change
+$1.25B
Name Holding Trade Value Shares
Change
Change in
Stake
BW
2476
BIP Wealth
Georgia
$477K +$457K +2,992 New
WCFA
2477
Walkner Condon Financial Advisors
Wisconsin
$477K +$21.4K +140 +5%
WAG
2478
Wallace Advisory Group
California
$477K +$33.2K +217 +8%
PFA
2479
Pathway Financial Advisors
Vermont
$476K +$22.2K +145 +5%
ZIMP
2480
Zimmermann Investment Management & Planning
Pennsylvania
$475K -$186K -1,217 -29%
AIA
2481
Angeles Investment Advisors
California
$474K +$454K +2,972 New
OGC
2482
Oak Grove Capital
New Hampshire
$473K -$10.6M -69,278 -96%
BWM
2483
Birchcreek Wealth Management
Ohio
$473K +$69.1K +452 +18%
WOSD
2484
WFA of San Diego
California
$473K -$45.9K -300 -9%
MIFH
2485
Migdal Insurance & Financial Holdings
Israel
$471K -$38.1K -249 -8%
RFA
2486
Resurgent Financial Advisors
Georgia
$471K -$587K -3,837 -57%
NC
2487
NBW Capital
Massachusetts
$471K +$153 +1 +0%
TIAM2
2488
Tru Independence Asset Management 2
Oregon
$470K +$450K +2,946 New
LFA
2489
LGT Financial Advisors
Texas
$469K +$3.21K +21 +0.7%
CA
2490
CapWealth Advisors
Tennessee
$469K -$15.1K -99 -3%
HP
2491
HT Partners
Connecticut
$468K +$29.8K +195 +7%
RWP
2492
Revolve Wealth Partners
New Jersey
$468K -$1.99K -13 -0.4%
PGWM
2493
Parisi Gray Wealth Management
New Jersey
$466K +$26K +170 +6%
AP
2494
Adero Partners
California
$466K -$39.1K -256 -8%
ORC
2495
O'Rourke & Company
Massachusetts
$465K +$917 +6 +0.2%
IWN
2496
Independent Wealth Network
Iowa
$465K +$59.3K +388 +15%
MAM
2497
McLean Asset Management
Virginia
$464K -$63.4K -415 -12%
IF
2498
Ironwood Financial
Arizona
$464K
BBWP
2499
Beacon Bridge Wealth Partners
Pennsylvania
$464K +$43.3K +283 +11%
RWI
2500
Red Wave Investments
Pennsylvania
$464K +$10.9K +71 +3%

ABBV Hedge Fund Activity: Q1 2023 in Review

3,139 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q1 2023, worth a combined $197B — down 23% from $255B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new ABBV positions and 117 closed out — a net gain of 41 holders — while 1,251 added to existing stakes and 1,359 trimmed.

The largest buyer was Charles Schwab, adding an estimated $1.91B. The largest seller was Capital International Investors, cutting an estimated $665M.

  • 3,139 institutional investors held AbbVie (ABBV) as of Q1 2023, down from 3,168 in Q4 2022.
  • Funds reported $197B of AbbVie stock for Q1 2023, down 23% quarter-over-quarter.
  • 158 funds opened new AbbVie positions in Q1 2023 and 117 closed out, a net change of +41 holders.
  • The largest AbbVie buyer in Q1 2023 was Charles Schwab, an estimated $1.91B added.
  • The largest AbbVie seller in Q1 2023 was Capital International Investors, an estimated $665M sold.

Based on aggregated 13F filings for Q1 2023.