We are live on ! Find out more

2,887 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: 2,6822,887 (+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
2,887
Holders Change
+205
Holders Change %
+7.64%
% 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
MWA
1201
Midland Wealth Advisors
Illinois
$2M +$1.81M +18,137 New
CCG
1202
Ceeto Capital Group
Florida
$1.99M +$20K +200 +1%
NPP
1203
New Potomac Partners
Maryland
$1.99M -$21.3K -213 -1%
LSA
1204
L & S Advisors
California
$1.99M
AP
1205
Appleton Partners
Massachusetts
$1.98M -$52.3K -523 -3%
FCP
1206
Fidelis Capital Partners
Florida
$1.98M +$338K +3,382 +23%
VWM
1207
Venturi Wealth Management
Texas
$1.98M -$183K -1,835 -9%
GIA
1208
Gladstone Institutional Advisory
Florida
$1.97M +$277K +2,769 +18%
LPT
1209
Legacy Private Trust
Wisconsin
$1.97M -$280K -2,805 -14%
BWM
1210
BKM Wealth Management
Wisconsin
$1.97M +$1.78M +17,858 New
Dodge & Cox
1211
Dodge & Cox
California
$1.97M
BFC
1212
Blue Fin Capital
Rhode Island
$1.96M -$53.4K -534 -3%
CFFP
1213
Center for Financial Planning
Michigan
$1.96M
FFWA
1214
FRG Family Wealth Advisors
Washington
$1.96M -$91.1K -912 -5%
WWM
1215
Wolff Wiese Magana
California
$1.94M -$61.6K -617 -3%
PFA
1216
Pure Financial Advisors
California
$1.94M +$58.2K +582 +3%
WIC
1217
Woodmont Investment Counsel
Tennessee
$1.94M +$45.3K +453 +3%
CAS
1218
Coppell Advisory Solutions
Texas
$1.93M +$530K +5,306 +43%
CAG
1219
Csenge Advisory Group
Florida
$1.93M +$192K +1,918 +12%
CT
1220
Coastline Trust
Rhode Island
$1.93M -$211K -2,116 -11%
GI
1221
GAMMA Investing
California
$1.92M +$1.69M +16,935 New
IIM
1222
INTECH Investment Management
Florida
$1.92M +$30.9K +309 +2%
SC
1223
Searle & Co
Connecticut
$1.92M +$50K +500 +3%
AIA
1224
AIMZ Investment Advisors
California
$1.91M -$19.8K -198 -1%
FUBT
1225
First United Bank & Trust
Maryland
$1.9M -$54.1K -541 -3%

ABT Hedge Fund Activity: Q4 2023 in Review

2,887 of the 6,860 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.

  • 2,887 institutional investors held Abbott (ABT) as of Q4 2023, up from 2,682 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.