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2,615 hedge funds and large institutions have $188B invested in Adobe in 2023 Q3 according to their latest regulatory filings, with 222 funds opening new positions, 1,039 increasing their positions, 1,002 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 222 | Existing positions closed: 98

6% more funds holding in top 10

Funds holding in top 10: 160169 (+9)

4% more funds holding

Funds holding: 2,5222,615 (+93)

4% more capital invested

Capital invested by funds: $181B → $188B (+$7.18B)

4% more repeat investments, than reductions

Existing positions increased: 1,039 | Existing positions reduced: 1,002

0.11% less ownership

Funds ownership: 81.49%81.38% (-0.11%)

9% less call options, than puts

Call options by funds: $5.41B | Put options by funds: $5.94B

Holders
2,615
Holders Change
+93
Holders Change %
+3.69%
% of All Funds
41.5%
Holding in Top 10
169
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.63%
% of All Funds
2.68%
New
222
Increased
1,039
Reduced
1,002
Closed
98
Calls
$5.41B
Puts
$5.94B
Net Calls
-$532M
Net Calls Change
+$163M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
2301
Keebeck Wealth Management
Illinois
$239K
BG
2302
Bahl & Gaynor
Ohio
$238K -$83.9K -160 -26%
FB
2303
First Bancorp
Maine
$237K -$15.7K -30 -6%
CFO
2304
Collective Family Office
Pennsylvania
$237K
UAM
2305
Unison Asset Management
Florida
$237K
EWA
2306
ERTS Wealth Advisors
Michigan
$237K +$244K +465 New
GC
2307
Garde Capital
Washington
$235K +$5.25K +10 +2%
VNA
2308
Valley National Advisers
Pennsylvania
$235K +$76.6K +146 +46%
WSWA
2309
Warren Street Wealth Advisors
California
$235K +$241K +460 New
W
2310
Wealthquest
Ohio
$234K +$5.77K +11 +2%
MAM
2311
McLean Asset Management
Virginia
$234K +$230K +439 New
RA
2312
Rational Advisors
New York
$234K -$97.1K -185 -29%
LFG
2313
Larson Financial Group
Missouri
$233K -$316K -603 -57%
SC
2314
Searle & Co
Connecticut
$233K
CPW
2315
Catalyst Private Wealth
California
$233K +$13.6K +26 +6%
PRWA
2316
Platte River Wealth Advisors
Colorado
$232K
WKSWA
2317
White Knight Strategic Wealth Advisors
New Jersey
$231K -$343K -654 -59%
AFP
2318
Alpha Financial Partners
Kentucky
$231K
WMP
2319
Wealth Management Partners
Arizona
$231K +$238K +454 New
PWA
2320
Pillar Wealth Advisors
Pennsylvania
$229K
MWA
2321
Motive Wealth Advisors
Michigan
$229K -$22K -42 -9%
TFA
2322
Tranquilli Financial Advisor
New Jersey
$229K -$14.7K -28 -6%
MWP
2323
Meridian Wealth Partners
Pennsylvania
$228K -$2.1K -4 -0.9%
TA
2324
Townsend & Associates
Colorado
$228K
LWA
2325
Lineweaver Wealth Advisors
Ohio
$228K +$235K +447 New

ADBE Hedge Fund Activity: Q3 2023 in Review

2,615 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Adobe (ADBE) for Q3 2023, worth a combined $188B — up 4% from $181B a quarter earlier.

Buyers outnumbered sellers: 222 funds opened new ADBE positions and 98 closed out — a net gain of 124 holders — while 1,039 added to existing stakes and 1,002 trimmed.

The largest buyer was Concentrum Wealth Management, adding an estimated $1.13B. The largest seller was Flossbach Von Storch, cutting an estimated $565M.

  • 2,615 institutional investors held Adobe (ADBE) as of Q3 2023, up from 2,522 in Q2 2023.
  • Funds reported $188B of Adobe stock for Q3 2023, up 4% quarter-over-quarter.
  • 222 funds opened new Adobe positions in Q3 2023 and 98 closed out, a net change of +124 holders.
  • The largest Adobe buyer in Q3 2023 was Concentrum Wealth Management, an estimated $1.13B added.
  • The largest Adobe seller in Q3 2023 was Flossbach Von Storch, an estimated $565M sold.

Based on aggregated 13F filings for Q3 2023.