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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
BCH
2801
Berkshire Capital Holdings
California
$5.97K
BCM
2802
Bourgeon Capital Management
Connecticut
$5.97K
CCC
2803
Chelsea Counsel Company
California
$5.97K
CHA
2804
Carmichael Hill & Associates
Maryland
$5.97K +$5.77K +10 New
IWA
2805
IBEX Wealth Advisors
New Jersey
$5.96K -$5.17M -8,970 -100%
PPWM
2806
PFG Private Wealth Management
Florida
$5.37K -$93.4K -162 -95%
LIM
2807
Longfellow Investment Management
Massachusetts
$5.37K
LAM
2808
Lummis Asset Management
Texas
$5.37K +$5.19K +9 New
TC
2809
Trium Capital
United Kingdom
$5.28K -$28.3K -49 -0.6%
CBT
2810
CoreFirst Bank & Trust
Kansas
$4.77K
BHWM
2811
Beaird Harris Wealth Management
Texas
$4.77K +$4.61K +8 New
PFA
2812
Pathway Financial Advisers
Indiana
$4.18K
AFWM
2813
Abich Financial Wealth Management
Virginia
$4.18K +$4.04K +7 New
AFS
2814
Annapolis Financial Services
Maryland
$3.58K
TLCM
2815
Twin Lakes Capital Management
California
$3.58K
FGAM
2816
Financial Gravity Asset Management
Texas
$3.1K +$1.73K +3 +75%
QL
2817
Quarry LP
New York
$2.98K -$34.6K -60 -92%
MSWM
2818
Mowery & Schoenfeld Wealth Management
Illinois
$2.98K +$2.88K +5 New
FWM
2819
Focused Wealth Management
New York
$2.39K -$577 -1 -20%
FSWA
2820
Financial Synergies Wealth Advisors
Texas
$2.02K +$577 +1 +20%
MBFW
2821
Morton Brown Family Wealth
Pennsylvania
$1.79K
PCM
2822
Perritt Capital Management
Illinois
$1.79K
WA
2823
WestEnd Advisors
North Carolina
$1.79K
PI
2824
PEAK6 Investments
Illinois
$1.34K +$1.15K +2 New
DF
2825
DecisionPoint Financial
Arizona
$1.19K -$11K -19 -90%

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.