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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
PWMG
2651
Private Wealth Management Group
New Jersey
$97.2K +$94K +163 New
BHWM
2652
Bay Harbor Wealth Management
Maryland
$97.2K +$1.73K +3 +2%
EFMH
2653
E Fund Management (HK)
Hong Kong
$97K +$93.4K +162 New
BC
2654
Broadwater Capital
Massachusetts
$96.6K +$93.4K +162 New
OBWP
2655
O'Brien Wealth Partners
Massachusetts
$96.6K +$93.4K +162 New
Sands Capital Management
2656
Sands Capital Management
Virginia
$95.5K
AWM
2657
Abound Wealth Management
Tennessee
$95.4K -$7.5K -13 -8%
SWC
2658
Spectrum Wealth Counsel
Indiana
$93.7K +$90.6K +157 New
CTC
2659
Cetera Trust Company
Minnesota
$93.1K +$90K +156 New
CB
2660
Community Bank
New York
$91.9K
T
2661
Tidemark
California
$91.3K +$88.2K +153 New
FP
2662
Financial Perspectives
Minnesota
$90.7K +$577 +1 +0.7%
RA
2663
Rise Advisors
New York
$89.5K
AWM
2664
AllSquare Wealth Management
New York
$88.3K -$6.34K -11 -7%
AP
2665
Advisors Preferred
Maryland
$87.6K +$20.8K +36 +31%
IFAM
2666
Institutional & Family Asset Management
Colorado
$87.1K +$1.15K +2 +1%
PO
2667
Private Ocean
California
$86.5K -$43.3K -75 -34%
CWC
2668
Carolinas Wealth Consulting
North Carolina
$85.9K +$30.6K +53 +58%
BCMLT
2669
Beacon Capital Management LLC (Tennessee)
Tennessee
$83.6K
S
2670
Sachetta
Massachusetts
$82.9K +$80.2K +139 New
SRCM
2671
Signature Resources Capital Management
California
$81.7K +$79K +137 New
AWM
2672
Activest Wealth Management
Florida
$80.6K +$27.7K +48 +55%
CJ
2673
Caitlin John
Michigan
$79.3K +$76.7K +133 New
EA
2674
Evolution Advisers
Virginia
$79K +$9.8K +17 +14%
WSC
2675
Wellington Shields & Co
New York
$78.8K +$27.1K +47 +55%

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.