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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
PHAM
2426
Palisades Hudson Asset Management
Florida
$740K -$74.1K -397 -10%
CFA
2427
Capstone Financial Advisors
Illinois
$739K +$90K +482 +15%
LC
2428
Lavaca Capital
Texas
$738K -$725K -3,883 -51%
SIG
2429
Spinnaker Investment Group
California
$737K +$31.2K +167 +5%
CCMG
2430
Clark Capital Management Group
Pennsylvania
$736K -$829K -4,441 -54%
ARC
2431
Advisor Resource Council
Texas
$735K +$695K +3,722 New
BWL
2432
Bogart Wealth LLC
Virginia
$735K -$15.9K -85 -2%
NRC
2433
New Republic Capital
North Carolina
$734K +$14.6K +78 +2%
VCWA
2434
Vanguard Capital Wealth Advisors
Colorado
$733K -$119K -638 -15%
WWMSC
2435
Wagner Wealth Management (South Carolina)
South Carolina
$729K -$20.2K -108 -3%
MCM
2436
Magnolia Capital Management
New York
$728K
EP
2437
EPIQ Partners
Minnesota
$728K
OWA
2438
Octavia Wealth Advisors
Ohio
$727K +$2.43K +13 +0.4%
ODIJL
2439
One Day In July LLC
Vermont
$726K +$285K +1,528 +71%
GCM
2440
Gables Capital Management
Florida
$723K -$191K -1,025 -22%
CPC
2441
Congress Park Capital
New York
$723K
GB
2442
Goepper Burkhardt
South Carolina
$722K
CWM
2443
Connecticut Wealth Management
Connecticut
$722K +$278K +1,492 +69%
HFS
2444
Howard Financial Services
Texas
$720K +$58.6K +314 +9%
QFA
2445
Quantum Financial Advisors
California
$718K -$14K -75 -2%
MC
2446
Montag & Caldwell
Georgia
$718K
CFG
2447
Clayton Financial Group
Missouri
$716K +$322K +1,723 +90%
AWG
2448
Altus Wealth Group
Colorado
$714K +$34.7K +186 +5%
VCS
2449
Vaughan & Co Securities
New Jersey
$711K -$2.43K -13 -0.4%
FHC
2450
Forest Hill Capital
Arkansas
$711K

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.