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2,829 hedge funds and large institutions have $227B invested in Adobe in 2023 Q4 according to their latest regulatory filings, with 372 funds opening new positions, 1,064 increasing their positions, 1,084 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 372 | Existing positions closed: 128

21% more capital invested

Capital invested by funds: $188B → $227B (+$38.7B)

8% more funds holding

Funds holding: 2,6162,829 (+213)

8% more funds holding in top 10

Funds holding in top 10: 169182 (+13)

2.78% more ownership

Funds ownership: 81.38%84.16% (+2.8%)

2% less repeat investments, than reductions

Existing positions increased: 1,064 | Existing positions reduced: 1,084

23% less call options, than puts

Call options by funds: $6.46B | Put options by funds: $8.41B

Holders
2,829
Holders Change
+213
Holders Change %
+8.14%
% of All Funds
41.24%
Holding in Top 10
182
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+7.69%
% of All Funds
2.65%
New
372
Increased
1,064
Reduced
1,084
Closed
128
Calls
$6.46B
Puts
$8.41B
Net Calls
-$1.94B
Net Calls Change
-$1.41B
Name Holding Trade Value Shares
Change
Change in
Stake
CD
2501
Chapin Davis
Maryland
$242K
BSG
2502
Black Swift Group
Colorado
$242K
MHIC
2503
Marble Harbor Investment Counsel
Massachusetts
$242K
CAM
2504
Claret Asset Management
Quebec, Canada
$240K +$1.73K +3 +0.8%
PFM
2505
Phillips Financial Management
Indiana
$240K +$232K +402 New
PCMC
2506
Planning Capital Management Corporation
Pennsylvania
$239K +$231K +401 New
LD
2507
Lipe & Dalton
New York
$239K
PGWM
2508
Parisi Gray Wealth Management
New Jersey
$239K -$1.73K -3 -0.7%
CIC
2509
Chilton Investment Company
Connecticut
$239K
SFS
2510
Shaker Financial Services
Virginia
$239K
PBO
2511
Peoples Bank (Ohio)
Ohio
$238K -$39.8K -69 -15%
SFA
2512
Source Financial Advisors
New York
$237K -$14.4K -25 -6%
NDSI
2513
Newman Dignan & Sheerar Inc
Rhode Island
$237K +$229K +397 New
SFG
2514
Sunburst Financial Group
Alabama
$236K +$228K +396 New
EWA
2515
ERTS Wealth Advisors
Michigan
$236K -$40.4K -70 -15%
MS
2516
Madden Securities
Texas
$236K
AC
2517
ASB Consultores
Florida
$236K +$228K +395 New
AIA
2518
Alera Investment Advisors
Illinois
$234K +$227K +393 New
AWA
2519
Amplius Wealth Advisors
Pennsylvania
$234K +$227K +393 New
GCM
2520
Gallacher Capital Management
Colorado
$234K +$227K +393 New
GWWM
2521
Great Waters Wealth Management
Minnesota
$234K
HWMC
2522
Heritage Wealth Management (California)
California
$233K +$226K +391 New
HCM
2523
Hodges Capital Management
Texas
$233K +$225K +390 New
PA
2524
PFW Advisors
Georgia
$233K -$30.6K -53 -12%
SAM
2525
Summit Asset Management
Tennessee
$231K +$224K +388 New

ADBE Hedge Fund Activity: Q4 2023 in Review

2,829 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Adobe (ADBE) for Q4 2023, worth a combined $227B — up 21% from $188B a quarter earlier.

Buyers outnumbered sellers: 372 funds opened new ADBE positions and 128 closed out — a net gain of 244 holders — while 1,064 added to existing stakes and 1,084 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.72B. The largest seller was Parnassus Investments, cutting an estimated $729M.

  • 2,829 institutional investors held Adobe (ADBE) as of Q4 2023, up from 2,616 in Q3 2023.
  • Funds reported $227B of Adobe stock for Q4 2023, up 21% quarter-over-quarter.
  • 372 funds opened new Adobe positions in Q4 2023 and 128 closed out, a net change of +244 holders.
  • The largest Adobe buyer in Q4 2023 was Morgan Stanley, an estimated $5.72B added.
  • The largest Adobe seller in Q4 2023 was Parnassus Investments, an estimated $729M sold.

Based on aggregated 13F filings for Q4 2023.