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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
VIM
2301
Vista Investment Management
Pennsylvania
$348K
JIP
2302
Jaffetilchin Investment Partners
Florida
$348K +$16.7K +29 +5%
QPWM
2303
Quadrant Private Wealth Management
Pennsylvania
$346K
DI
2304
DAGCO Inc
Ohio
$346K -$2.52M -4,375 -88%
DWS
2305
Dynamic Wealth Strategies
California
$346K +$335K +580 New
PNAA
2306
Pictet North America Advisors
Switzerland
$344K +$9.23K +16 +3%
CMS
2307
Capital Market Strategies
Florida
$344K +$28.8K +50 +10%
MGAM
2308
McGowan Group Asset Management
Texas
$343K
BFG
2309
Beacon Financial Group
Texas
$343K +$332K +575 New
FFA
2310
Frazier Financial Advisors
Ohio
$341K +$329K +571 New
CCB
2311
Cutter & Co Brokerage
Missouri
$341K +$49K +85 +17%
SRC
2312
Sage Rhino Capital
California
$339K -$156K -271 -32%
SC
2313
Soundwatch Capital
Connecticut
$339K -$66.3K -115 -17%
SW
2314
SMART Wealth
Nebraska
$338K +$92.9K +161 +40%
ETCM
2315
Evolutionary Tree Capital Management
Virginia
$337K
KWM
2316
Keebeck Wealth Management
Illinois
$336K +$55.4K +96 +21%
RBC
2317
Romano Brothers & Co
Illinois
$335K -$78.4K -136 -19%
SAM
2318
Secure Asset Management
Michigan
$335K +$18.5K +32 +6%
HB
2319
HTLF Bank
Colorado
$335K +$324K +561 New
NF
2320
Nikulski Financial
Iowa
$334K +$20.2K +35 +7%
WF
2321
WoodTrust Financial
Wisconsin
$334K
CWA
2322
Canvas Wealth Advisors
Kansas
$333K +$4.61K +8 +1%
NFP
2323
Narus Financial Partners
Utah
$332K +$23.1K +40 +8%
WCM
2324
Whitener Capital Management
North Carolina
$332K
WMA
2325
West Michigan Advisors
Michigan
$331K -$5.19K -9 -2%

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.