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THQ

abrdn Healthcare Opportunities Fund

98 hedge funds and large institutions have $155M invested in abrdn Healthcare Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

5% more funds holding

Funds holding: 9398 (+5)

0.02% less ownership

Funds ownership: 20.41%20.4% (-0.02%)

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

11% less capital invested

Capital invested by funds: $174M → $155M (-$19M)

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
30
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$26.5M -$542K -29,162 -2%
Raymond James Financial
2
Raymond James Financial
Florida
$22.5M -$1.06M -57,020 -4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$19.7M +$473K +25,449 +2%
PCM
4
Penserra Capital Management
California
$17.6M +$524K +28,217 +3%
HBCM
5
Heron Bay Capital Management
Michigan
$8.4M +$33.2K +1,785 +0.4%
LPL Financial
6
LPL Financial
California
$5.41M -$806K -43,392 -13%
UBS Group
7
UBS Group
Switzerland
$5.36M -$1.1M -59,199 -17%
SPIA
8
Steward Partners Investment Advisory
New York
$4.68M +$23.4K +1,258 +0.5%
Ameriprise
9
Ameriprise
Minnesota
$4.04M +$228K +12,244 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.92M +$107K +5,779 +4%
Bank of America
11
Bank of America
North Carolina
$2.62M -$360K -19,394 -12%
Stifel Financial
12
Stifel Financial
Missouri
$2.33M +$85.2K +4,584 +4%
First Trust Advisors
13
First Trust Advisors
Illinois
$2.27M -$231K -12,440 -9%
WS
14
Wedbush Securities
California
$1.63M +$67.4K +3,630 +4%
ACP
15
Aviance Capital Partners
Florida
$1.49M -$38.5K -2,070 -2%
PAG
16
Private Advisor Group
New Jersey
$1.48M -$58.1K -3,125 -4%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.32M -$7.21K -388 -0.5%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.2M +$30.5K +1,643 +3%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$1.04M +$339K +18,227 +48%
Wells Fargo
20
Wells Fargo
California
$988K +$779K +41,929 +355%
Cohen & Steers
21
Cohen & Steers
New York
$972K
SIC
22
Samalin Investment Counsel
New York
$899K +$72.6K +3,907 +9%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$885K -$403K -21,698 -31%
SF
24
Summit Financial
New Jersey
$854K +$543K +29,245 +170%
WIA
25
Westbourne Investment Advisors
Maryland
$835K +$844K +45,400 New

THQ Hedge Fund Activity: Q2 2025 in Review

98 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in abrdn Healthcare Opportunities Fund (THQ) for Q2 2025, worth a combined $155M — down 11% from $174M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new THQ positions and 11 closed out — a net gain of 5 holders — while 30 added to existing stakes and 31 trimmed.

The largest buyer was Westbourne Investment Advisors, opening a new position worth an estimated $844K. The largest seller was UBS Group, cutting an estimated $1.1M.

  • 98 institutional investors held abrdn Healthcare Opportunities Fund (THQ) as of Q2 2025, up from 93 in Q1 2025.
  • Funds reported $155M of abrdn Healthcare Opportunities Fund stock for Q2 2025, down 11% quarter-over-quarter.
  • 16 funds opened new abrdn Healthcare Opportunities Fund positions in Q2 2025 and 11 closed out, a net change of +5 holders.
  • The largest abrdn Healthcare Opportunities Fund buyer in Q2 2025 was Westbourne Investment Advisors, an estimated $844K added.
  • The largest abrdn Healthcare Opportunities Fund seller in Q2 2025 was UBS Group, an estimated $1.1M sold.

Based on aggregated 13F filings for Q2 2025.