We are live on ! Find out more
ABBV icon

AbbVie

3,379 hedge funds and large institutions have $228B invested in AbbVie in 2024 Q1 according to their latest regulatory filings, with 220 funds opening new positions, 1,333 increasing their positions, 1,491 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 115

29% more call options, than puts

Call options by funds: $3.29B | Put options by funds: $2.55B

15% more capital invested

Capital invested by funds: $198B → $228B (+$30.3B)

11% more funds holding in top 10

Funds holding in top 10: 202224 (+22)

2% more funds holding

Funds holding: 3,3223,379 (+57)

1.24% less ownership

Funds ownership: 72.3%71.05% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 1,333 | Existing positions reduced: 1,491

Holders
3,379
Holders Change
+57
Holders Change %
+1.72%
% of All Funds
48.67%
Holding in Top 10
224
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+10.89%
% of All Funds
3.23%
New
220
Increased
1,333
Reduced
1,491
Closed
115
Calls
$3.29B
Puts
$2.55B
Net Calls
+$735M
Net Calls Change
-$1.34B
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
3051
Centurion Wealth Management
Virginia
$263K -$1.55K -9 -0.6%
RWM
3052
Reston Wealth Management
Virginia
$262K -$15K -87 -6%
CWM
3053
Cherrydale Wealth Management
New Jersey
$261K +$247K +1,436 New
TA
3054
TFB Advisors
Kansas
$261K +$279K +1,616 New
RPA
3055
Rock Point Advisors
Vermont
$261K -$1.9K -11 -0.8%
ICP
3056
Interchange Capital Partners
Pennsylvania
$261K +$8.27K +48 +3%
GSWM
3057
Greenup Street Wealth Management
Michigan
$260K -$10.5K -61 -4%
CMI
3058
Clare Market Investments
Texas
$260K +$2.24K +13 +0.9%
CCA
3059
Cora Capital Advisors
New Jersey
$260K +$862 +5 +0.4%
PFS
3060
Prospect Financial Services
New York
$259K -$30.2K -175 -11%
SLWA
3061
San Luis Wealth Advisors
California
$258K -$17.2K -100 -7%
OP
3062
ORG Partners
Indiana
$257K -$4.72M -27,402 -95%
VRM
3063
Vectors Research Management
New York
$257K -$43.9K -255 -15%
EC
3064
EdgeRock Capital
Colorado
$257K +$8.1K +47 +3%
APG
3065
Abacus Planning Group
South Carolina
$256K -$81.7K -474 -25%
FA
3066
Fortis Advisors
Pennsylvania
$256K
ACA
3067
Atlas Capital Advisors
Wyoming
$256K -$982K -5,700 -80%
Harris Associates
3068
Harris Associates
Illinois
$255K -$241K -1,400 -50%
TFG
3069
Taylor Financial Group
Virginia
$255K -$15.5K -90 -6%
TRIA
3070
Trail Ridge Investment Advisors
Colorado
$255K -$49.5K -287 -17%
LI
3071
Louisbourg Investments
New Brunswick, Canada
$254K -$91.7K -532 -28%
SFMG
3072
Sage Financial Management Group
Virginia
$254K +$240K +1,393 New
SFS
3073
Sharp Financial Services
Pennsylvania
$254K -$23.3K -135 -9%
PA
3074
PFW Advisors
Georgia
$254K +$6.72K +39 +3%
BFG
3075
Baron Financial Group
New Jersey
$254K

ABBV Hedge Fund Activity: Q1 2024 in Review

3,379 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q1 2024, worth a combined $228B — up 15% from $198B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new ABBV positions and 115 closed out — a net gain of 105 holders — while 1,333 added to existing stakes and 1,491 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.72B. The largest seller was Morgan Stanley, cutting an estimated $5.68B.

  • 3,379 institutional investors held AbbVie (ABBV) as of Q1 2024, up from 3,322 in Q4 2023.
  • Funds reported $228B of AbbVie stock for Q1 2024, up 15% quarter-over-quarter.
  • 220 funds opened new AbbVie positions in Q1 2024 and 115 closed out, a net change of +105 holders.
  • The largest AbbVie buyer in Q1 2024 was Vanguard Group, an estimated $1.72B added.
  • The largest AbbVie seller in Q1 2024 was Morgan Stanley, an estimated $5.68B sold.

Based on aggregated 13F filings for Q1 2024.