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
1WM
2001
1900 Wealth Management
Texas
$528K -$110K -1,096 -19%
LF
2002
Lee Financial
Texas
$528K +$183K +1,827 +62%
PHAM
2003
Palisades Hudson Asset Management
Florida
$527K
MWPCG
2004
Measured Wealth Private Client Group
New Hampshire
$527K -$100 -1 -0%
BFPW
2005
BOK Financial Private Wealth
Colorado
$526K +$18.7K +187 +4%
GJWM
2006
Gilliland Jeter Wealth Management
Arkansas
$526K +$477K +4,777 New
BWM
2007
Brown Wealth Management
Illinois
$526K -$6.79K -68 -1%
RCG
2008
Regatta Capital Group
California
$520K +$799 +8 +0.2%
FNWA
2009
Financial Network Wealth Advisors
Utah
$518K +$470K +4,705 New
SGC
2010
Slocum, Gordon & Co
Rhode Island
$517K +$470K +4,700 New
FB
2011
First Bancorp
Maine
$517K -$249K -2,494 -35%
NF
2012
Nvest Financial
New Hampshire
$514K -$36.3K -363 -7%
SIC
2013
Samalin Investment Counsel
New York
$511K +$5.2K +52 +1%
AAG
2014
Armstrong Advisory Group
Massachusetts
$510K +$300 +3 +0.1%
HFS
2015
Heritage Financial Services
Massachusetts
$510K
AFG
2016
ABLE Financial Group
Arizona
$508K -$339K -3,396 -42%
RC
2017
Reik & Co
New York
$508K -$62.9K -630 -12%
GWM
2018
GDS Wealth Management
Texas
$507K +$3.8K +38 +0.8%
ACA
2019
Ackerman Capital Advisors
Texas
$507K
OL
2020
OneFund LLC
Florida
$505K +$458K +4,588 New
HB
2021
Horizon Bancorp
Indiana
$503K +$104K +1,041 +29%
SWA
2022
Sax Wealth Advisors
New Jersey
$502K +$1.3K +13 +0.3%
BAM
2023
Blueshift Asset Management
New Jersey
$502K -$221K -2,208 -33%
RA
2024
Riversedge Advisors
Delaware
$502K +$71.4K +715 +19%
CWM
2025
Campbell Wealth Management
Virginia
$502K +$456K +4,565 New

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.