We are live on ! Find out more

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
VWA
1651
Visionary Wealth Advisors
Illinois
$1.17M +$11.5K +20 +1%
HCM
1652
Harvey Capital Management
Florida
$1.17M
JSW
1653
Journey Strategic Wealth
New Jersey
$1.17M -$91.1K -158 -7%
NFSG
1654
Newbridge Financial Services Group
Florida
$1.17M -$126K -218 -10%
SFA
1655
Souders Financial Advisors
Ohio
$1.16M -$7.5K -13 -0.7%
AWA
1656
Arkadios Wealth Advisors
Georgia
$1.16M -$727K -1,260 -39%
1SB
1657
1ST Source Bank
Indiana
$1.16M +$14.4K +25 +1%
MWC
1658
MBM Wealth Consultants
Missouri
$1.15M +$34K +59 +3%
LA
1659
Lynch & Associates
Indiana
$1.15M +$116K +201 +12%
SC
1660
Shearwater Capital
Colorado
$1.15M
SOS
1661
Silver Oak Securities
Tennessee
$1.15M +$748K +1,297 +208%
BONST
1662
Bank of Nova Scotia Trust
Ontario, Canada
$1.14M -$69.8K -121 -6%
BCM
1663
Boltwood Capital Management
California
$1.14M +$17.3K +30 +2%
RL
1664
Rogco LP
Oklahoma
$1.14M +$475K +823 +76%
LPAM
1665
Lodestar Private Asset Management
California
$1.14M -$39.8K -69 -3%
GPA
1666
Guerra Pan Advisors
New Jersey
$1.14M +$320K +555 +41%
PGCM
1667
Prescott Group Capital Management
Oklahoma
$1.13M
CMANY
1668
Capital Management Associates (New York)
New York
$1.13M +$1.1M +1,900 New
NPT
1669
National Philanthropic Trust
Pennsylvania
$1.13M +$1.09M +1,898 New
TIM
1670
Tevis Investment Management
Texas
$1.13M -$21.3K -37 -2%
ACM
1671
AlphaStar Capital Management
North Carolina
$1.13M +$278K +482 +34%
FCB
1672
First County Bank
Connecticut
$1.13M -$17.9K -31 -2%
CWM
1673
Chesapeake Wealth Management
Virginia
$1.12M +$415K +720 +62%
CC
1674
Copperleaf Capital
North Carolina
$1.11M -$43.8K -76 -4%
DCM
1675
DGS Capital Management
New Jersey
$1.11M +$52.5K +91 +5%

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.