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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
JWM
1801
Jeppson Wealth Management
California
$869K -$1.15K -2 -0.1%
CIS
1802
Custom Index Systems
New York
$866K +$837K +1,452 New
KFS
1803
Kaizen Financial Strategies
California
$866K -$341K -591 -29%
LFAS
1804
Level Four Advisory Services
Texas
$866K +$58.3K +101 +7%
DTL
1805
Dynamic Technology Lab
Singapore
$864K -$880K -1,525 -51%
CFO
1806
CVA Family Office
Colorado
$864K +$577 +1 +0.1%
NBT
1807
Northwest Bank & Trust
Iowa
$861K +$832K +1,443 New
PB
1808
Pinnacle Bancorp
Nebraska
$860K -$11.5K -20 -1%
EWA
1809
Etesian Wealth Advisors
Oregon
$859K -$6.34K -11 -0.8%
NL
1810
NWAM LLC
Washington
$858K +$311K +540 +60%
NB
1811
Northwest Bancshares
Pennsylvania
$857K
MW
1812
Marcum Wealth
Ohio
$856K -$38.6K -67 -4%
DRS
1813
Deane Retirement Strategies
Louisiana
$854K -$3.25M -5,630 -80%
BWP
1814
BSW Wealth Partners
Colorado
$854K +$46.7K +81 +6%
NAS
1815
Nicolet Advisory Services
Wisconsin
$851K -$50.8K -88 -6%
WCA
1816
Waypoint Capital Advisors
Minnesota
$851K -$17.3K -30 -2%
NHC
1817
Nicholas Hoffman & Company
Georgia
$850K -$11K -19 -1%
AWE
1818
Avidian Wealth Enterprises
Texas
$849K -$114K -197 -12%
BFC
1819
Bedel Financial Consulting
Indiana
$847K +$4.61K +8 +0.6%
TSS
1820
Two Sigma Securities
New York
$845K +$142K +247 +21%
FOFP
1821
Fee-Only Financial Planning
South Carolina
$842K
EL
1822
Essex LLC
Illinois
$842K +$23.1K +40 +3%
NWA
1823
New World Advisors
Massachusetts
$838K +$27.7K +48 +4%
PWM
1824
PBMares Wealth Management
Virginia
$837K +$2.88K +5 +0.4%
APW
1825
Austin Private Wealth
Texas
$837K +$163K +282 +25%

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.