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AbbVie

3,498 hedge funds and large institutions have $250B invested in AbbVie in 2024 Q3 according to their latest regulatory filings, with 242 funds opening new positions, 1,423 increasing their positions, 1,393 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 71

27% more call options, than puts

Call options by funds: $3.65B | Put options by funds: $2.87B

18% more funds holding in top 10

Funds holding in top 10: 178210 (+32)

15% more capital invested

Capital invested by funds: $217B → $250B (+$32.8B)

4% more funds holding

Funds holding: 3,3643,498 (+134)

2% more repeat investments, than reductions

Existing positions increased: 1,423 | Existing positions reduced: 1,393

0.23% more ownership

Funds ownership: 71.68%71.92% (+0.23%)

Holders
3,498
Holders Change
+134
Holders Change %
+3.98%
% of All Funds
50.23%
Holding in Top 10
210
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+17.98%
% of All Funds
3.02%
New
242
Increased
1,423
Reduced
1,393
Closed
71
Calls
$3.65B
Puts
$2.87B
Net Calls
+$774M
Net Calls Change
+$88.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NEPPG
3201
New England Professional Planning Group
Rhode Island
$247K
SWRP
3202
Summit Wealth & Retirement Planning
California
$247K
EPW
3203
Evergreen Private Wealth
Colorado
$246K +$1.87K +10 +0.8%
KL
3204
KWMG LLC
Kansas
$246K
CWM
3205
Chronos Wealth Management
Florida
$246K +$232K +1,244 New
FWM
3206
FSA Wealth Management
Massachusetts
$245K +$232K +1,242 New
SHWM
3207
Smith & Howard Wealth Management
Georgia
$244K
PIWA
3208
Prevail Innovative Wealth Advisors
Kansas
$243K +$230K +1,232 New
OWA
3209
Outlook Wealth Advisors
Texas
$243K +$7.09K +38 +3%
PIP
3210
Peachtree Investment Partners
Florida
$243K +$229K +1,228 New
1W
3211
1776 Wealth
Georgia
$242K +$229K +1,226 New
TAM
3212
TCP Asset Management
Ohio
$242K +$229K +1,226 New
OAJ
3213
Ogorek Anthony Joseph
New York
$241K +$11.6K +62 +5%
WFP
3214
Wrenne Financial Planning
Kentucky
$241K -$1.49K -8 -0.7%
TAM
3215
Titleist Asset Management
Texas
$240K -$8.03K -43 -3%
KMC
3216
Kirr Marbach & Co
Indiana
$240K
TLP
3217
Trinity Legacy Partners
Texas
$239K
GJWM
3218
Gilliland Jeter Wealth Management
Arkansas
$238K
HWA
3219
Heartwood Wealth Advisors
Virginia
$238K
LFASL
3220
Lugano Financial Advisors SA (LFA)
Switzerland
$237K
JTWM
3221
Jackson Thornton Wealth Management
Alabama
$237K -$747 -4 -0.3%
JCM
3222
Jag Capital Management
Missouri
$236K +$5.79K +31 +3%
APS
3223
American Planning Services
Florida
$236K +$223K +1,195 New
IRAG
3224
Investment Research & Advisory Group
Georgia
$236K
MPCA
3225
Madison Park Capital Advisors
Washington
$235K +$1.31K +7 +0.6%

ABBV Hedge Fund Activity: Q3 2024 in Review

3,498 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2024, worth a combined $250B — up 15% from $217B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new ABBV positions and 71 closed out — a net gain of 171 holders — while 1,423 added to existing stakes and 1,393 trimmed.

The largest buyer was Capital World Investors, adding an estimated $964M. The largest seller was Franklin Resources, cutting an estimated $388M.

  • 3,498 institutional investors held AbbVie (ABBV) as of Q3 2024, up from 3,364 in Q2 2024.
  • Funds reported $250B of AbbVie stock for Q3 2024, up 15% quarter-over-quarter.
  • 242 funds opened new AbbVie positions in Q3 2024 and 71 closed out, a net change of +171 holders.
  • The largest AbbVie buyer in Q3 2024 was Capital World Investors, an estimated $964M added.
  • The largest AbbVie seller in Q3 2024 was Franklin Resources, an estimated $388M sold.

Based on aggregated 13F filings for Q3 2024.