We are live on ! Find out more

2,905 hedge funds and large institutions have $149B invested in Abbott in 2024 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 1,161 increasing their positions, 1,143 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 133

5% more call options, than puts

Call options by funds: $1.21B | Put options by funds: $1.14B

2% more repeat investments, than reductions

Existing positions increased: 1,161 | Existing positions reduced: 1,143

1% more capital invested

Capital invested by funds: $148B → $149B (+$1.27B)

1% more funds holding

Funds holding: 2,8872,905 (+18)

1.68% less ownership

Funds ownership: 77.46%75.78% (-1.7%)

16% less funds holding in top 10

Funds holding in top 10: 10387 (-16)

Holders
2,905
Holders Change
+18
Holders Change %
+0.62%
% of All Funds
41.84%
Holding in Top 10
87
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-15.53%
% of All Funds
1.25%
New
187
Increased
1,161
Reduced
1,143
Closed
133
Calls
$1.21B
Puts
$1.14B
Net Calls
+$61.1M
Net Calls Change
-$234M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
2201
Strata Wealth Advisors
Texas
$412K +$416K +3,625 New
MA
2202
MBA Advisors
Pennsylvania
$412K +$17.7K +154 +4%
CSC
2203
Caldwell Sutter Capital
California
$412K
GC
2204
Gratus Capital
Georgia
$412K -$211K -1,838 -34%
OWA
2205
Octavia Wealth Advisors
Ohio
$410K +$10.3K +90 +3%
ACP
2206
Aveo Capital Partners
Colorado
$410K +$39.9K +348 +10%
HWA
2207
HHM Wealth Advisors
Tennessee
$410K
PA
2208
Probity Advisors
Texas
$410K -$10.8K -94 -3%
WFI
2209
West Family Investments
California
$409K +$413K +3,599 New
GB
2210
Goepper Burkhardt
South Carolina
$409K -$6.08K -53 -1%
EBSAM
2211
Eubel Brady & Suttman Asset Management
Ohio
$408K -$289K -2,523 -41%
CFA
2212
Capstone Financial Advisors
Illinois
$408K -$9.17K -80 -2%
EA
2213
Eudaimonia Advisors
Tennessee
$407K +$411K +3,585 New
DPI
2214
Diversified Portfolios Inc
Michigan
$407K
VAG
2215
VisionPoint Advisory Group
Texas
$407K +$18.6K +162 +5%
HIM
2216
Hillsdale Investment Management
Ontario, Canada
$407K +$138K +1,200 +50%
FBT
2217
First Bank & Trust
South Dakota
$406K
SWM
2218
Seed Wealth Management
Illinois
$405K
BWG
2219
Balanced Wealth Group
Ohio
$405K +$443K +3,867 New
OWA
2220
One Wealth Advisors
California
$405K +$98K +855 +32%
ALAM
2221
Asahi Life Asset Management
Japan
$405K -$22.9K -200 -5%
ACS
2222
Archford Capital Strategies
Illinois
$404K +$35.4K +309 +10%
HBW
2223
Hazlett, Burt & Watson
West Virginia
$404K +$9.63K +84 +2%
CPBTD
2224
Central Pacific Bank - Trust Division
Hawaii
$404K +$413K +3,602 New
FAG
2225
Financial Advisory Group
Texas
$403K

ABT Hedge Fund Activity: Q1 2024 in Review

2,905 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Abbott (ABT) for Q1 2024, worth a combined $149B — up 0.86% from $148B a quarter earlier.

Buyers outnumbered sellers: 187 funds opened new ABT positions and 133 closed out — a net gain of 54 holders — while 1,161 added to existing stakes and 1,143 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.01B. The largest seller was Morgan Stanley, cutting an estimated $4.11B.

  • 2,905 institutional investors held Abbott (ABT) as of Q1 2024, up from 2,887 in Q4 2023.
  • Funds reported $149B of Abbott stock for Q1 2024, up 0.86% quarter-over-quarter.
  • 187 funds opened new Abbott positions in Q1 2024 and 133 closed out, a net change of +54 holders.
  • The largest Abbott buyer in Q1 2024 was Vanguard Group, an estimated $1.01B added.
  • The largest Abbott seller in Q1 2024 was Morgan Stanley, an estimated $4.11B sold.

Based on aggregated 13F filings for Q1 2024.