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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
FAG
2276
Fortitude Advisory Group
Washington
$362K +$1.73K +3 +0.5%
SWA
2277
SOA Wealth Advisors
New York
$361K
AC
2278
Apella Capital
Connecticut
$361K -$4.61K -8 -1%
W
2279
WealthCollab
Washington
$360K +$348K +603 New
CWG
2280
Cornerstone Wealth Group
North Carolina
$360K +$26K +45 +8%
PAG
2281
Powers Advisory Group
Illinois
$359K
VWM
2282
Vigilare Wealth Management
Arizona
$358K
OMC
2283
Overbrook Management Corp
New York
$358K +$115K +200 +50%
PTP
2284
Platform Technology Partners
New York
$357K -$23.1K -40 -6%
CFS
2285
CRA Financial Services
New Jersey
$357K -$12.1K -21 -3%
OGF
2286
Orin Green Financial
California
$357K
GWP
2287
Gateway Wealth Partners
Wisconsin
$356K -$352K -610 -51%
HAIM
2288
Hunter Associates Investment Management
Pennsylvania
$356K -$28.8K -50 -8%
VNA
2289
Valley National Advisers
Pennsylvania
$355K +$77.3K +134 +29%
WHAM
2290
Windmill Hill Asset Management
United Kingdom
$354K +$343K +594 New
CA
2291
Calton & Associates
Florida
$354K +$342K +593 New
APG
2292
Abacus Planning Group
South Carolina
$353K +$102K +177 +43%
SSWM
2293
Sheets Smith Wealth Management
North Carolina
$353K +$341K +592 New
WDA
2294
Wendell David Associates
New Hampshire
$352K
CW
2295
CIC Wealth
Maryland
$352K -$1.15K -2 -0.3%
RVPG
2296
Relative Value Partners Group
$352K -$1.15K -2 -0.3%
LFM
2297
LGT Fund Management
Liechtenstein
$351K -$46.1K -80 -12%
PAM
2298
Palisade Asset Management
Minnesota
$351K
MIG
2299
McGuire Investment Group
Rhode Island
$350K
SCM
2300
Saxony Capital Management
Missouri
$350K +$338K +586 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.