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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
AB
2426
Atlas Brown
Kentucky
$283K
CPW
2427
Catalyst Private Wealth
California
$283K +$10.4K +18 +4%
MF
2428
Meridian Financial
Massachusetts
$283K +$43.3K +75 +19%
AHL
2429
Abel Hall LLC
Louisiana
$283K +$274K +475 New
WP
2430
WMS Partners
Maryland
$282K -$1.17M -2,027 -81%
WW
2431
Westshore Wealth
California
$281K -$4.61K -8 -2%
P
2432
&Partners
Tennessee
$281K +$275K +477 New
CWM
2433
Circle Wealth Management
New Jersey
$280K -$821K -1,424 -75%
WPA
2434
West Paces Advisors
Georgia
$279K +$19K +33 +8%
GIA
2435
Guyasuta Investment Advisors
Pennsylvania
$278K +$17.3K +30 +7%
FB
2436
First Bancorp
Maine
$277K
UAM
2437
Unison Asset Management
Florida
$277K
TIA
2438
Traphagen Investment Advisors
New Jersey
$274K +$265K +459 New
W
2439
Wealthquest
Ohio
$273K -$577 -1 -0.2%
MW
2440
MBL Wealth
North Carolina
$273K -$22.5K -39 -8%
SC
2441
Searle & Co
Connecticut
$273K
CWM
2442
Chemistry Wealth Management
New York
$273K +$6.34K +11 +2%
EC
2443
EdgeRock Capital
Colorado
$272K +$247K +429 New
BG
2444
Bahl & Gaynor
Ohio
$272K -$5.77K -10 -2%
PRWA
2445
Platte River Wealth Advisors
Colorado
$271K
CMTU
2446
Capital Markets Trading (UK)
United Kingdom
$270K -$868K -1,505 -77%
TF
2447
Trek Financial
Arizona
$270K +$22.5K +39 +9%
KIA
2448
KLR Investment Advisors
Rhode Island
$270K +$261K +452 New
LWA
2449
Lineweaver Wealth Advisors
Ohio
$268K +$1.73K +3 +0.7%
PWA
2450
Pillar Wealth Advisors
Pennsylvania
$268K

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.