We are live on ! Find out more
THW

abrdn World Healthcare Fund

78 hedge funds and large institutions have $62.6M invested in abrdn World Healthcare Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

22% more capital invested

Capital invested by funds: $51.4M → $62.6M (+$11.2M)

2% more ownership

Funds ownership: 12.28%14.28% (+2%)

8% less funds holding

Funds holding: 8578 (-7)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
78
Holders Change
-7
Holders Change %
-8.24%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
29
Reduced
19
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AW
26
Alteri Wealth
California
$439K +$56.7K +4,800 +14%
KPWS
27
Kestra Private Wealth Services
Texas
$360K +$1.44K +122 +0.4%
PAG
28
Private Advisor Group
New Jersey
$343K +$8.65K +733 +3%
WE
29
Wealth Effects
Massachusetts
$323K +$18.9K +1,600 +6%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$307K +$36.7K +3,113 +13%
TWPM
31
Total Wealth Planning & Management
Florida
$304K +$311K +26,331 New
TCM
32
Triumph Capital Management
Colorado
$300K +$21.2K +1,793 +7%
Ameriprise
33
Ameriprise
Minnesota
$294K +$85K +7,202 +39%
PS
34
Principal Securities
Iowa
$274K
OC
35
Oppenheimer & Co
New York
$247K -$11.5K -970 -4%
EFMC
36
Empire Financial Management Company
New York
$241K +$2.94K +249 +1%
LCM
37
Landscape Capital Management
New Jersey
$234K -$888K -75,213 -79%
PWA
38
Primoris Wealth Advisors
Florida
$227K -$8.5K -720 -4%
WI
39
Westbourne Investments
Virginia
$219K +$5.83K +494 +3%
KFA
40
Kapstone Financial Advisors
Ohio
$189K
TWM
41
Tradition Wealth Management
Minnesota
$187K
SFC
42
Strategic Financial Concepts
Texas
$182K -$70.8K -6,001 -28%
NA
43
NewEdge Advisors
Louisiana
$174K +$9.44K +800 +6%
WS
44
Wedbush Securities
California
$168K +$172K +14,559 New
LOPW
45
Live Oak Private Wealth
North Carolina
$156K
SWM
46
SeaCrest Wealth Management
New York
$149K +$152K +12,912 New
DAM
47
Doheny Asset Management
California
$144K +$148K +12,500 New
NAS
48
NWF Advisory Services
California
$143K +$146K +12,400 New
SCM
49
Sage Capital Management
New Jersey
$140K -$7.08K -600 -5%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$133K +$136K +11,521 New

THW Hedge Fund Activity: Q1 2025 in Review

78 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in abrdn World Healthcare Fund (THW) for Q1 2025, worth a combined $62.6M — up 22% from $51.4M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of THW and 11 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 29 added.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $12.2M. The largest seller was Readystate Asset Management, exiting entirely with an estimated $1.64M sold.

  • 78 institutional investors held abrdn World Healthcare Fund (THW) as of Q1 2025, down from 85 in Q4 2024.
  • Funds reported $62.6M of abrdn World Healthcare Fund stock for Q1 2025, up 22% quarter-over-quarter.
  • 11 funds opened new abrdn World Healthcare Fund positions in Q1 2025 and 15 closed out, a net change of -4 holders.
  • The largest abrdn World Healthcare Fund buyer in Q1 2025 was Penserra Capital Management, an estimated $12.2M added.
  • The largest abrdn World Healthcare Fund seller in Q1 2025 was Readystate Asset Management, an estimated $1.64M sold.

Based on aggregated 13F filings for Q1 2025.