We are live on ! Find out more

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
WFA
2951
Wellspring Financial Advisors
Ohio
-$269K -2,776 Closed
MWM
2952
MY Wealth Management
Maryland
-$269K -2,773 Closed
PA
2953
Parkside Advisors
California
-$240K -2,478 Closed
I
2954
InceptionR
California
-$231K -2,382 Closed
ICP
2955
Interchange Capital Partners
Pennsylvania
-$227K -2,339 Closed
JWM
2956
Jessup Wealth Management
Ohio
-$216K -2,227 Closed
UW
2957
Unique Wealth
Florida
-$215K -2,218 Closed
NCMW
2958
Northern Capital Management (Washington)
Washington
-$211K -2,177 Closed
CM
2959
Capula Management
Cayman Islands
-$206K -2,130 Closed
RCG
2960
Rock Creek Group
District of Columbia
-$164K -1,694 Closed
WWP
2961
WR Wealth Planners
Missouri
-$150K -1,546 Closed
RW
2962
RVW Wealth
California
-$123K -1,265 Closed
FAM
2963
Flaharty Asset Management
Florida
-$117K -1,210 Closed
MIA
2964
Milestone Investment Advisors
Wisconsin
-$112K -1,153 Closed
HFM
2965
Harvest Fund Management
China
-$94K -970 Closed
RF
2966
Robbins Farley
New Hampshire
-$91.9K -948 Closed
EARNEST Partners
2967
EARNEST Partners
Georgia
-$79.3K -819 Closed
BFP
2968
Briaud Financial Planning
Texas
-$48K -500 Closed
Legacy Financial Group (Iowa)
2969
Legacy Financial Group (Iowa)
Iowa
-$45.6K -471 Closed
SFFS
2970
Stonehage Fleming Financial Services
Jersey
-$39.8K -411 Closed
WTG
2971
West Tower Group
Virginia
-$34.8K -359 Closed
AWA
2972
Artemis Wealth Advisors
New York
-$15.2K -157 Closed
AWA
2973
Authentikos Wealth Advisory
California
-$9.39K -97 Closed
AWM
2974
Ameliora Wealth Management
Switzerland
-$8.72K -90 Closed
KSWA
2975
Kathleen S. Wright Associates
Pennsylvania
-$8.04K -83 Closed

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.