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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
HF
2726
Halpern Financial
Virginia
$33.2K
KFS
2727
Kelly Financial Services
Massachusetts
$32.8K -$577 -1 -2%
SCA
2728
Stuart Chaussee & Associates
California
$32.8K
AP
2729
Aspect Partners
Virginia
$32.8K +$31.7K +55 New
PIS
2730
POM Investment Strategies
North Carolina
$32.8K +$31.7K +55 New
GIS
2731
Grayhawk Investment Strategies
Alberta, Canada
$32.2K
TAM
2732
Tucker Asset Management
Colorado
$32.2K
SR
2733
Syntax Research
Florida
$31K
GWSA
2734
Global Wealth Strategies & Associates
Colorado
$31K
KSWA
2735
Kathleen S. Wright Associates
Pennsylvania
$31K
GAMC
2736
Garner Asset Management Corp
Texas
$30.9K +$28.8K +50 New
CTWM
2737
Cherry Tree Wealth Management
Minnesota
$30.4K
IHWM
2738
Iron Horse Wealth Management
Iowa
$29.8K
HFS
2739
HBC Financial Services
Washington
$29K
BBPWM
2740
Blue Bell Private Wealth Management
Pennsylvania
$28.6K
SC
2741
Steph & Co
Wisconsin
$28K
CPG
2742
Custom Portfolio Group
Colorado
$27.4K +$26.5K +46 New
KWAG
2743
Kiely Wealth Advisory Group
North Carolina
$27.4K +$25.4K +44 New
AW
2744
Avion Wealth
Texas
$27K +$1.73K +3 +7%
CQS
2745
Credential Qtrade Securities
$26.3K
VIP
2746
Vista Investment Partners
Oklahoma
$25.7K +$24.8K +43 New
OPTFSNA
2747
Old Point Trust & Financial Services N A
Virginia
$24.5K +$23.6K +41 New
SIMG
2748
Stephens Investment Management Group
Texas
$23.9K
PP
2749
Pingora Partners
Wyoming
$23.9K +$23.1K +40 New
MFT
2750
Moisand Fitzgerald Tamayo
Florida
$22.7K +$3.46K +6 +19%

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.