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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
PVM
1301
Palogic Value Management
Texas
$2.34M
BCWM
1302
Bartlett & Co Wealth Management
Ohio
$2.34M +$30.6K +53 +1%
BC
1303
Bartlett & Co
Ohio
$2.34M +$30.6K +53 +1%
NB
1304
NBT Bank
New York
$2.34M +$577 +1 +0%
KA
1305
Kovack Advisors
Florida
$2.33M +$142K +246 +7%
Koshinski Asset Management
1306
Koshinski Asset Management
Illinois
$2.33M +$802K +1,390 +55%
IAS
1307
Insigneo Advisory Services
Florida
$2.33M +$512K +888 +29%
JCM
1308
Jacobi Capital Management
Pennsylvania
$2.32M -$21.9K -38 -1%
DLA
1309
Douglas Lane & Associates
New York
$2.32M -$37.5K -65 -2%
WAC
1310
William Allan Corp
Colorado
$2.32M -$31.7K -55 -1%
WBC
1311
West Branch Capital
Massachusetts
$2.32M +$72.1K +125 +3%
HCA
1312
Harbour Capital Advisors
Virginia
$2.31M +$69.8K +121 +3%
JWCA
1313
J.W. Cole Advisors
Florida
$2.31M +$1.01M +1,759 +84%
SQA
1314
Simon Quick Advisors
New Jersey
$2.3M +$64K +111 +3%
FCP
1315
Fidelis Capital Partners
Florida
$2.29M +$651K +1,128 +42%
EWA
1316
EverSource Wealth Advisors
Alabama
$2.29M -$20.2K -35 -0.9%
AG
1317
AlTi Global
New York
$2.29M +$2.21M +3,834 New
LAIC
1318
Lederer & Associates Investment Counsel
California
$2.29M -$122K -212 -5%
CI
1319
Conning Inc
Connecticut
$2.28M -$2.31K -4 -0.1%
HCM
1320
Howland Capital Management
Massachusetts
$2.28M
QCG
1321
Quadrant Capital Group
Ohio
$2.28M +$120K +208 +6%
WCM
1322
Weaver Capital Management
Georgia
$2.28M +$2.2M +3,815 New
SWM
1323
Sculati Wealth Management
Michigan
$2.26M +$18.5K +32 +0.9%
KI
1324
Keystone Investors
Singapore
$2.26M +$2.19M +3,789 New
NCM
1325
Nelson Capital Management
California
$2.26M -$72.1K -125 -3%

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.