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2,886 hedge funds and large institutions have $148B invested in Abbott in 2023 Q4 according to their latest regulatory filings, with 342 funds opening new positions, 962 increasing their positions, 1,222 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 342 | Existing positions closed: 96

27% more call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.09B

23% more funds holding in top 10

Funds holding in top 10: 84103 (+19)

18% more capital invested

Capital invested by funds: $126B → $148B (+$22.3B)

8% more funds holding

Funds holding: 2,6812,886 (+205)

2.68% more ownership

Funds ownership: 74.78%77.46% (+2.7%)

21% less repeat investments, than reductions

Existing positions increased: 962 | Existing positions reduced: 1,222

Holders
2,886
Holders Change
+205
Holders Change %
+7.65%
% of All Funds
42.08%
Holding in Top 10
103
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+22.62%
% of All Funds
1.5%
New
342
Increased
962
Reduced
1,222
Closed
96
Calls
$1.39B
Puts
$1.09B
Net Calls
+$295M
Net Calls Change
+$44M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
2801
Dogwood Wealth Management
Kansas
$35.3K +$32.1K +321 New
TWD
2802
True Wealth Design
Ohio
$35.2K +$30.2K +302 +1,678%
PP
2803
PFS Partners
New Jersey
$33.9K
GG
2804
Greenwood Gearhart
Arkansas
$33.6K +$30.5K +305 New
HI
2805
Hoey Investments
Pennsylvania
$33K -$20K -200 -40%
FIM
2806
FWL Investment Management
Texas
$33K
CFS
2807
CGC Financial Services
Oregon
$32.8K
IWP
2808
IAG Wealth Partners
Wisconsin
$29.8K -$4.3K -43 -14%
TCG
2809
Transcendent Capital Group
Oklahoma
$29.4K +$26.7K +267 New
BCM
2810
Bourgeon Capital Management
Connecticut
$29.2K +$200 +2 +0.8%
RFS
2811
Richardson Financial Services
Massachusetts
$28.9K +$26.3K +263 New
SRCM
2812
Signature Resources Capital Management
California
$28.5K +$25.9K +259 New
JFG
2813
JDM Financial Group
Texas
$26.4K
CTWM
2814
Cherry Tree Wealth Management
Minnesota
$26K -$21.1K -211 -47%
YDMI
2815
Y.D. More Investments
Israel
$26K
LFA
2816
LGT Financial Advisors
Texas
$25K -$4K -40 -15%
HWP
2817
Highline Wealth Partners
California
$24.5K -$6.59K -66 -23%
FSWA
2818
Financial Synergies Wealth Advisors
Texas
$23.8K -$15.7K -157 -42%
4FG
2819
4Thought Financial Group
New York
$23.4K +$21.3K +213 New
DWMG
2820
DB Wealth Management Group
California
$22.5K
EPW
2821
Evergreen Private Wealth
Colorado
$22.1K +$20.1K +201 New
CWAF
2822
Core Wealth Advisors (Florida)
Florida
$22K -$6.5K -65 -25%
MCM
2823
MidAtlantic Capital Management
Virginia
$22K +$20K +200 New
KI
2824
Kapitalo Investimentos
Brazil
$21.8K -$109K -1,094 -85%
CMA
2825
Cedar Mountain Advisors
Oregon
$21.6K

ABT Hedge Fund Activity: Q4 2023 in Review

2,886 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q4 2023, worth a combined $148B — up 18% from $126B a quarter earlier.

Buyers outnumbered sellers: 342 funds opened new ABT positions and 96 closed out — a net gain of 246 holders — while 962 added to existing stakes and 1,222 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.62B. The largest seller was Putnam Investments, cutting an estimated $371M.

  • 2,886 institutional investors held Abbott (ABT) as of Q4 2023, up from 2,681 in Q3 2023.
  • Funds reported $148B of Abbott stock for Q4 2023, up 18% quarter-over-quarter.
  • 342 funds opened new Abbott positions in Q4 2023 and 96 closed out, a net change of +246 holders.
  • The largest Abbott buyer in Q4 2023 was Morgan Stanley, an estimated $3.62B added.
  • The largest Abbott seller in Q4 2023 was Putnam Investments, an estimated $371M sold.

Based on aggregated 13F filings for Q4 2023.