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
CWP
1901
Concord Wealth Partners
Virginia
$714K +$168K +292 +32%
RIA
1902
Regal Investment Advisors
Michigan
$712K -$11K -19 -2%
OWM
1903
Opes Wealth Management
California
$706K -$8.65K -15 -1%
JWM
1904
Janiczek Wealth Management
Colorado
$705K +$5.19K +9 +0.8%
ECAM
1905
East Coast Asset Management
Massachusetts
$703K -$68.1K -118 -9%
SWM
1906
Salvus Wealth Management
New Jersey
$702K +$4.04K +7 +0.6%
FWP
1907
Falcon Wealth Planning
California
$700K +$677K +1,173 New
CC
1908
Commons Capital
Massachusetts
$699K +$59.4K +103 +10%
AIC
1909
Archer Investment Corporation
Indiana
$698K -$32.3K -56 -5%
QPW
1910
Quantum Private Wealth
Florida
$695K +$94.6K +164 +16%
SBF
1911
Sara-Bay Financial
Florida
$693K
MFG
1912
Menard Financial Group
Texas
$688K +$39.2K +68 +6%
RB
1913
Renasant Bank
Mississippi
$687K -$85.9K -149 -11%
LA
1914
LM Advisors
California
$686K +$663K +1,150 New
IP
1915
Investment Partners
Ohio
$681K +$11.5K +20 +2%
BA
1916
Bluesphere Advisors
Pennsylvania
$681K +$45K +78 +7%
PFG
1917
PAX Financial Group
Texas
$678K -$17.3K -30 -3%
CBTWT
1918
Community Bank & Trust (Waco, Texas)
Texas
$678K -$28.8K -50 -4%
CAM
1919
Cozad Asset Management
Illinois
$676K +$63.4K +110 +11%
SCP
1920
Sivia Capital Partners
California
$675K +$653K +1,132 New
EFSCE
1921
Enterprise Financial Services Corp (EFSC)
Missouri
$674K +$130K +225 +25%
MCWA
1922
Meadow Creek Wealth Advisors
Georgia
$674K +$652K +1,130 New
AWM
1923
Aprio Wealth Management
Georgia
$674K +$53.1K +92 +9%
KFA
1924
Krane Funds Advisors
New York
$673K +$651K +1,128 New
FTA
1925
Financial & Tax Architects
Missouri
$672K -$153K -266 -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.