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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
JJBC
2526
James J. Burns & Company
New York
$231K +$224K +388 New
IWN
2527
Independent Wealth Network
Iowa
$231K +$223K +387 New
MAM
2528
McLean Asset Management
Virginia
$229K -$19K -33 -8%
TCOTS
2529
Trust Company of the South
North Carolina
$228K +$221K +384 New
CAS
2530
Coppell Advisory Solutions
Texas
$228K +$220K +382 New
EW
2531
Element Wealth
Mississippi
$227K -$24.8K -43 -10%
WA
2532
Wealthstream Advisors
New York
$227K +$220K +381 New
CFAM
2533
Center For Asset Management
Florida
$227K +$219K +380 New
PP
2534
Pacifica Partners
Canada
$225K -$5.19K -9 -2%
WA
2535
WBH Advisory
Maryland
$225K +$217K +377 New
TWM
2536
Tanager Wealth Management
United Kingdom
$225K -$15.6K -27 -7%
GCP
2537
Gill Capital Partners
Colorado
$224K -$21.9K -38 -9%
WTA
2538
Washington Trust Advisors
Massachusetts
$224K +$123K +213 +131%
PJWM
2539
Philip James Wealth Mangement
Georgia
$224K +$217K +376 New
AWM
2540
Adams Wealth Management
Utah
$224K +$216K +375 New
AF
2541
Aldebaran Financial
$224K +$216K +375 New
XF
2542
XML Financial
Maryland
$224K +$216K +375 New
WKSWA
2543
White Knight Strategic Wealth Advisors
New Jersey
$223K -$46.1K -80 -18%
PK
2544
Pflug Koory
Nebraska
$223K
AWG
2545
Altus Wealth Group
Colorado
$223K +$216K +374 New
OPCM
2546
Osborne Partners Capital Management
California
$223K +$216K +374 New
T. Rowe Price Investment Management
2547
T. Rowe Price Investment Management
Maryland
$223K +$215K +373 New
SFG
2548
Synergy Financial Group
California
$221K +$214K +371 New
AFP
2549
Alpha Financial Partners
Kentucky
$221K -$48.4K -84 -19%
A
2550
AJOVista
Massachusetts
$221K +$213K +370 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.