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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
FWM
2326
Forza Wealth Management
Florida
$330K -$75K -130 -19%
MAWA
2327
Moss Adams Wealth Advisors
Washington
$330K +$13.3K +23 +4%
SFG
2328
SNS Financial Group
Minnesota
$330K +$319K +553 New
EFG
2329
Ethos Financial Group
Pennsylvania
$329K +$77.9K +135 +32%
CG
2330
Corundum Group
Colorado
$329K -$15.6K -27 -5%
BCG
2331
Breakwater Capital Group
New Jersey
$328K
CWP
2332
Core Wealth Partners
California
$328K +$28.8K +50 +10%
CFS
2333
CGC Financial Services
Oregon
$328K -$144K -250 -31%
BFS
2334
Bard Financial Services
Connecticut
$328K
EA
2335
Echo45 Advisors
California
$328K +$14.4K +25 +5%
FSCM
2336
Front Street Capital Management
Montana
$328K
ML
2337
Mayport LLC
Massachusetts
$328K
RA
2338
Riversedge Advisors
Delaware
$327K +$2.31K +4 +0.7%
MA
2339
MCF Advisors
Kentucky
$327K +$45K +78 +17%
LA
2340
Latitude Advisors
Florida
$325K -$1.15K -2 -0.4%
JDR
2341
Jay D. Rosenbaum
$325K -$41.5K -72 -12%
CWM
2342
Cedar Wealth Management
California
$324K -$19.6K -34 -6%
LA
2343
Lifeworks Advisors
Michigan
$324K +$5.19K +9 +2%
JC
2344
JB Capital
Connecticut
$323K -$6.92K -12 -2%
WMP
2345
Wealth Management Partners
Arizona
$323K +$50.8K +88 +19%
GC
2346
Garde Capital
Washington
$323K +$46.7K +81 +18%
NJBEST
2347
New Jersey Better Educational Savings Trust
New Jersey
$322K
GIM
2348
Grassi Investment Management
California
$322K -$34.6K -60 -10%
CMP
2349
Coston McIsaac & Partners
Maine
$322K
GGI
2350
Godsey & Gibb Inc
Virginia
$320K

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.