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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
HCM
2001
Hollencrest Capital Management
California
$1.19M -$1.72K -10 -0.2%
TFA
2002
Teamwork Financial Advisors
Texas
$1.19M -$193K -1,119 -15%
SHGA
2003
Sand Hill Global Advisors
California
$1.19M +$118K +683 +12%
WMA
2004
Wealth Management Associates
New Jersey
$1.19M -$60.8K -353 -5%
MIM
2005
Merrion Investment Management
New Jersey
$1.18M
RWM
2006
Revisor Wealth Management
Ohio
$1.18M +$803K +4,660 +197%
HPIA
2007
Hamilton Point Investment Advisors
North Carolina
$1.18M -$211K -1,224 -16%
MCM
2008
Monument Capital Management
Virginia
$1.18M -$13.8K -80 -1%
FCM
2009
Fourpath Capital Management
Oklahoma
$1.18M -$384K -2,229 -26%
SW
2010
SkyOak Wealth
Michigan
$1.17M -$760K -4,412 -41%
DWM
2011
Dorchester Wealth Management
Quebec, Canada
$1.17M -$155K -900 -12%
PCP
2012
Proficio Capital Partners
Massachusetts
$1.17M +$101K +587 +10%
STAS
2013
Strong Tower Advisory Services
Minnesota
$1.16M +$135K +783 +14%
CCA
2014
Cravens & Co Advisors
Tennessee
$1.16M -$11.7K -68 -1%
WQ
2015
Wealth Quarterback
New Jersey
$1.16M -$327K -1,899 -23%
MFWP
2016
Mosaic Family Wealth Partners
Missouri
$1.16M -$163K -945 -13%
CCA
2017
Childress Capital Advisors
Texas
$1.16M -$80.3K -466 -7%
TWM
2018
Thrive Wealth Management
Pennsylvania
$1.16M +$99.6K +578 +10%
BMCM
2019
Bryn Mawr Capital Management
Pennsylvania
$1.16M +$1.49M +8,673 +136%
FCFC
2020
First Commonwealth Financial Corp
Pennsylvania
$1.15M -$103K -597 -9%
SFS
2021
Stiles Financial Services
Minnesota
$1.15M -$140K -811 -11%
BWP
2022
Baldwin Wealth Partners
Massachusetts
$1.15M -$76.7K -445 -7%
TAM
2023
Taurus Asset Management
New York
$1.15M -$164K -950 -13%
FWM
2024
Focused Wealth Management
New York
$1.15M +$36.4K +211 +3%
MWA
2025
Monograph Wealth Advisors
California
$1.15M +$1.09M +6,304 New

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.