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
FC
2251
Financial Council
Maryland
$379K
GPFA
2252
Game Plan Financial Advisors
Ohio
$379K +$366K +635 New
PCM
2253
Pennsylvania Capital Management
Pennsylvania
$378K -$10.4K -18 -3%
SFG
2254
SevenBridge Financial Group
Pennsylvania
$378K
SWM
2255
Seed Wealth Management
Illinois
$377K
PWM
2256
Prosperity Wealth Management
California
$376K +$363K +630 New
RIL
2257
Rothschild Investment LLC
Illinois
$374K -$78.4K -136 -18%
TWA
2258
Tandem Wealth Advisors
Arizona
$374K +$107K +186 +42%
GWMR
2259
GC Wealth Management RIA
Massachusetts
$374K +$362K +627 New
PCMK
2260
Paragon Capital Management (Kansas)
Kansas
$373K -$92.3K -160 -20%
RCM
2261
Raleigh Capital Management
North Carolina
$371K +$36.3K +63 +11%
FWP
2262
FAS Wealth Partners
Kansas
$371K +$5.77K +10 +2%
CAWM
2263
Capital Advisors Wealth Management
Washington
$370K +$28.3K +49 +9%
SSWM
2264
Strait & Sound Wealth Management
California
$370K -$43.3K -75 -11%
CA
2265
Cornerstone Advisory
Maryland
$370K +$68.6K +119 +24%
PL
2266
Plancorp LLC
Missouri
$368K +$41K +71 +13%
HAS
2267
HBW Advisory Services
California
$367K -$2.88K -5 -0.8%
PMG
2268
Private Management Group
California
$367K +$2.31K +4 +0.7%
SIA
2269
Soltis Investment Advisors
Utah
$367K -$16.1K -28 -4%
FFA
2270
Fragasso Financial Advisors
Pennsylvania
$366K +$16.1K +28 +5%
PWA
2271
Providence Wealth Advisors
Illinois
$366K +$115K +200 +51%
PFA
2272
Plotkin Financial Advisors
Maryland
$366K -$14.4K -25 -4%
FCA
2273
FinTrust Capital Advisors
South Carolina
$363K -$18.5K -32 -5%
SIM
2274
SSI Investment Management
California
$363K -$1.15K -2 -0.3%
SFG
2275
Summit Financial Group
West Virginia
$362K

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.