We are live on ! Find out more

2,681 hedge funds and large institutions have $126B invested in Abbott in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 979 increasing their positions, 1,157 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $1.03B | Put options by funds: $778M

0.17% less ownership

Funds ownership: 74.96%74.78% (-0.17%)

2% less funds holding

Funds holding: 2,7372,681 (-56)

11% less capital invested

Capital invested by funds: $142B → $126B (-$16B)

13% less first-time investments, than exits

New positions opened: 146 | Existing positions closed: 167

15% less repeat investments, than reductions

Existing positions increased: 979 | Existing positions reduced: 1,157

21% less funds holding in top 10

Funds holding in top 10: 10784 (-23)

Holders
2,681
Holders Change
-56
Holders Change %
-2.05%
% of All Funds
42.55%
Holding in Top 10
84
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-21.5%
% of All Funds
1.33%
New
146
Increased
979
Reduced
1,157
Closed
167
Calls
$1.03B
Puts
$778M
Net Calls
+$251M
Net Calls Change
+$8.77M
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
2601
TFO Wealth Partners
Ohio
$43.6K +$420 +4 +1%
CTWM
2602
Cherry Tree Wealth Management
Minnesota
$43.3K -$840 -8 -2%
RWM
2603
Ruedi Wealth Management
Illinois
$41.6K
SFFS
2604
Stonehage Fleming Financial Services
Jersey
$39.8K +$43.2K +411 New
CWM
2605
CarsonAllaria Wealth Management
Illinois
$36.3K -$2.21K -21 -5%
FSWA
2606
Financial Synergies Wealth Advisors
Texas
$36.2K
PCFFS
2607
Pacific Center for Financial Services
California
$35.8K
OLVIG
2608
Oliver Lagore Vanvalin Investment Group
Michigan
$35.7K
SC
2609
Stephens Consulting
Michigan
$35.5K -$6.62K -63 -15%
JMF
2610
Johnson Midwest Financial
Iowa
$35.3K +$210 +2 +0.6%
WTG
2611
West Tower Group
Virginia
$34.8K +$37.7K +359 New
LIM
2612
Lagoda Investment Management
New York
$32.9K
SA
2613
SRH Advisors
Kansas
$31.9K
IWP
2614
IAG Wealth Partners
Wisconsin
$30.4K -$7.88K -75 -19%
PP
2615
PFS Partners
New Jersey
$29.8K
FIM
2616
FWL Investment Management
Texas
$29.1K +$31.5K +300 New
CFS
2617
CGC Financial Services
Oregon
$28.9K
HWP
2618
Highline Wealth Partners
California
$28K +$6.93K +66 +30%
HF
2619
Halpern Financial
Virginia
$26K +$28.1K +268 New
LFA
2620
LGT Financial Advisors
Texas
$25.8K +$28K +267 New
CWAF
2621
Core Wealth Advisors (Florida)
Florida
$25.7K
BCM
2622
Bourgeon Capital Management
Connecticut
$25.6K +$105 +1 +0.4%
JFG
2623
JDM Financial Group
Texas
$23.2K
YDMI
2624
Y.D. More Investments
Israel
$22.9K -$7.35K -70 -23%
MIM
2625
Macroview Investment Management
Maryland
$22.2K +$7.35K +70 +44%

ABT Hedge Fund Activity: Q3 2023 in Review

2,681 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q3 2023, worth a combined $126B — down 11% from $142B a quarter earlier.

Sellers outnumbered buyers: 167 funds closed out of ABT and 146 opened new positions — a net loss of 21 holders — while 1,157 trimmed existing stakes and 979 added.

The largest buyer was Capital International Investors, adding an estimated $384M. The largest seller was UBS AM, cutting an estimated $1.04B.

  • 2,681 institutional investors held Abbott (ABT) as of Q3 2023, down from 2,737 in Q2 2023.
  • Funds reported $126B of Abbott stock for Q3 2023, down 11% quarter-over-quarter.
  • 146 funds opened new Abbott positions in Q3 2023 and 167 closed out, a net change of -21 holders.
  • The largest Abbott buyer in Q3 2023 was Capital International Investors, an estimated $384M added.
  • The largest Abbott seller in Q3 2023 was UBS AM, an estimated $1.04B sold.

Based on aggregated 13F filings for Q3 2023.