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AbbVie

3,365 hedge funds and large institutions have $217B invested in AbbVie in 2024 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 1,467 increasing their positions, 1,316 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $2.77B | Put options by funds: $2.09B

24% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 125

11% more repeat investments, than reductions

Existing positions increased: 1,467 | Existing positions reduced: 1,316

0.63% more ownership

Funds ownership: 71.06%71.68% (+0.63%)

0% less funds holding

Funds holding: 3,3803,365 (-15)

5% less capital invested

Capital invested by funds: $228B → $217B (-$11.2B)

21% less funds holding in top 10

Funds holding in top 10: 224178 (-46)

Holders
3,365
Holders Change
-15
Holders Change %
-0.44%
% of All Funds
48.59%
Holding in Top 10
178
Holding in Top 10 Change
-46
Holding in Top 10 Change %
-20.54%
% of All Funds
2.57%
New
155
Increased
1,467
Reduced
1,316
Closed
125
Calls
$2.77B
Puts
$2.09B
Net Calls
+$686M
Net Calls Change
-$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
2001
Merrion Investment Management
New Jersey
$1.11M
MFWP
2002
Mosaic Family Wealth Partners
Missouri
$1.11M +$20K +121 +2%
AT
2003
American Trust
Kentucky
$1.11M -$116K -698 -10%
LWMG
2004
Levy Wealth Management Group
Pennsylvania
$1.11M +$2.65K +16 +0.2%
MFG
2005
Menard Financial Group
Texas
$1.11M +$286K +1,724 +36%
SFB
2006
STAR Financial Bank
Indiana
$1.11M -$484K -2,919 -31%
BFPW
2007
BOK Financial Private Wealth
Colorado
$1.11M +$57.6K +348 +6%
SW
2008
SkyOak Wealth
Michigan
$1.1M
JCFM
2009
JBR Co Financial Management
Oklahoma
$1.1M -$22.4K -135 -2%
KWM
2010
Kolinsky Wealth Management
New Jersey
$1.1M +$22.5K +136 +2%
BMCM
2011
Bryn Mawr Capital Management
Pennsylvania
$1.1M -$1.43M -8,651 -57%
MCM
2012
Marathon Capital Management
Maryland
$1.1M +$34K +205 +3%
DWM
2013
Dynasty Wealth Management
Florida
$1.1M +$1.06M +6,417 New
FFWM
2014
Future Financial Wealth Management
Ohio
$1.1M -$48.7K -294 -4%
SHGA
2015
Sand Hill Global Advisors
California
$1.09M -$23.5K -142 -2%
TWM
2016
Trueblood Wealth Management
Ohio
$1.09M -$54.7K -330 -5%
CAM
2017
Chesapeake Asset Management
New York
$1.09M -$33.3K -201 -3%
LF
2018
Lantz Financial
Illinois
$1.08M -$40.9K -247 -4%
ML
2019
Mayport LLC
Massachusetts
$1.08M +$166 +1 +0%
BWP
2020
Baldwin Wealth Partners
Massachusetts
$1.08M -$4.97K -30 -0.5%
HPIA
2021
Hamilton Point Investment Advisors
North Carolina
$1.08M -$33.8K -204 -3%
JIC
2022
Joel Isaacson & Co
New York
$1.08M -$55.8K -337 -5%
MLA
2023
My Legacy Advisors
Oregon
$1.08M +$27.5K +166 +3%
W
2024
Wealthquest
Ohio
$1.07M +$21.5K +130 +2%
BC
2025
Belmont Capital
California
$1.07M +$101K +612 +11%

ABBV Hedge Fund Activity: Q2 2024 in Review

3,365 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q2 2024, worth a combined $217B — down 4.9% from $228B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new ABBV positions and 125 closed out — a net gain of 30 holders — while 1,467 added to existing stakes and 1,316 trimmed.

The largest buyer was Capital World Investors, adding an estimated $979M. The largest seller was Capital International Investors, cutting an estimated $1.57B.

  • 3,365 institutional investors held AbbVie (ABBV) as of Q2 2024, down from 3,380 in Q1 2024.
  • Funds reported $217B of AbbVie stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 155 funds opened new AbbVie positions in Q2 2024 and 125 closed out, a net change of +30 holders.
  • The largest AbbVie buyer in Q2 2024 was Capital World Investors, an estimated $979M added.
  • The largest AbbVie seller in Q2 2024 was Capital International Investors, an estimated $1.57B sold.

Based on aggregated 13F filings for Q2 2024.