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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
OL
1951
Optas LLC
Texas
$655K -$109K -189 -15%
TW
1952
TrinityPoint Wealth
Connecticut
$654K +$18.5K +32 +3%
CIC
1953
Chase Investment Counsel
Virginia
$654K +$633K +1,097 New
PHIC
1954
Pine Haven Investment Counsel
Massachusetts
$653K
CAM
1955
Concorde Asset Management
Michigan
$653K +$18.5K +32 +3%
FP
1956
Fiduciary Planning
Florida
$649K -$411K -712 -40%
CFA
1957
Cahill Financial Advisors
Minnesota
$649K -$155K -268 -20%
OWM
1958
OneAscent Wealth Management
Alabama
$649K +$87.7K +152 +16%
CPA
1959
Cardiff Park Advisors
California
$648K
APWM
1960
Argonautica Private Wealth Management
Massachusetts
$647K +$1.73K +3 +0.3%
CWM
1961
Calamos Wealth Management
Illinois
$647K -$38.6K -67 -6%
NP
1962
Ninepoint Partners
Ontario, Canada
$646K +$625K +1,083 New
VEA
1963
Virtus ETF Advisers
New York
$645K -$204K -353 -25%
BIA
1964
Bigelow Investment Advisors
Maine
$644K -$2.88K -5 -0.5%
S
1965
Sunpointe
Missouri
$644K +$623K +1,080 New
RT
1966
Rockland Trust
Massachusetts
$644K -$15.6K -27 -2%
AFG
1967
Allegheny Financial Group
Pennsylvania
$644K +$44.4K +77 +8%
BBA
1968
Braun-Bostich & Associates
Pennsylvania
$643K +$333K +577 +115%
AWM
1969
Ameliora Wealth Management
Switzerland
$642K +$533K +924 +608%
FPAS
1970
Focus Partners Advisor Solutions
Missouri
$639K -$5.65M -9,794 -90%
YCG
1971
Yeomans Consulting Group
Georgia
$638K +$617K +1,069 New
WRPWM
1972
Werba Rubin Papier Wealth Management
California
$637K +$197K +342 +47%
CPSAC
1973
Chas P. Smith & Associates (CPS)
Florida
$635K +$173K +300 +39%
GCIM
1974
Gunn & Company Investment Management
Florida
$635K +$614K +1,065 New
A
1975
AlphaQuest
New York
$629K +$608K +1,055 New

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.