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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
EWM
1376
EPG Wealth Management
Georgia
$2.08M +$86.5K +150 +5%
LTI
1377
Laffer Tengler Investments
Tennessee
$2.08M +$258K +447 +15%
KJHP
1378
K.J. Harrison & Partners
Ontario, Canada
$2.08M +$2.01M +3,482 New
GWANC
1379
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.08M -$96.9K -168 -5%
LMKC
1380
L.M. Kohn & Company
Ohio
$2.08M +$26K +45 +1%
GFP
1381
Gryphon Financial Partners
Ohio
$2.07M +$380K +658 +23%
ABC
1382
Associated Banc-Corp
Wisconsin
$2.07M -$19K -33 -0.9%
SVCP
1383
Silicon Valley Capital Partners
California
$2.06M +$256K +443 +15%
FFA
1384
Fortune Financial Advisors
Kansas
$2.06M -$2.88K -5 -0.1%
CI
1385
Capital International
California
$2.06M
CAM
1386
Carret Asset Management
New York
$2.06M -$48.4K -84 -2%
CFO
1387
Capitol Family Office
Oregon
$2.05M -$68.1K -118 -3%
AFWM
1388
AMJ Financial Wealth Management
Virginia
$2.04M +$1.97M +3,421 New
ACP
1389
Aviance Capital Partners
Florida
$2.04M -$33.5K -58 -2%
TPI
1390
Trust Point Inc
Wisconsin
$2.04M +$1.97M +3,417 New
ECM
1391
Evergreen Capital Management
Washington
$2.03M +$95.7K +166 +5%
HCM
1392
Howard Capital Management
Georgia
$2.03M +$381K +660 +24%
BCP
1393
Blue Chip Partners
Michigan
$2.02M -$27.1K -47 -1%
WWP
1394
Walden Wealth Partners
Ohio
$2.01M +$1.95M +3,374 New
KGC
1395
Kennon-Green & Company
Ohio
$2.01M -$23.6K -41 -1%
WHG
1396
Westwood Holdings Group
Texas
$2.01M +$303K +525 +18%
CA
1397
CV Advisors
Florida
$2.01M +$219K +380 +13%
RC
1398
Roundview Capital
New Jersey
$2.01M -$8.07K -14 -0.4%
BTI
1399
Blue Trust Inc
Georgia
$2M +$229K +397 +11%
WC
1400
Waterloo Capital
Texas
$2M +$313K +542 +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.