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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
PCM
1
Penserra Capital Management
California
$11.9M +$12.2M +1,035,682 New
Morgan Stanley
2
Morgan Stanley
New York
$10.5M -$32.4K -2,741 -0.3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.44M +$16.4K +1,390 +0.3%
LPL Financial
4
LPL Financial
California
$3.4M -$8.36K -708 -0.2%
CA
5
CoreCap Advisors
Michigan
$2.93M -$530K -44,930 -15%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.73M +$110K +9,326 +4%
SPIA
7
Steward Partners Investment Advisory
New York
$2.07M +$73.6K +6,232 +4%
UBS Group
8
UBS Group
Switzerland
$1.89M +$166K +14,034 +9%
Raymond James Financial
9
Raymond James Financial
Florida
$1.82M -$13.5K -1,146 -0.7%
CA
10
Cornerstone Advisors
North Carolina
$1.63M +$1.67M +141,197 New
JWCA
11
J.W. Cole Advisors
Florida
$1.26M +$471K +39,910 +58%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.19M +$489K +41,432 +67%
IAIM
13
International Assets Investment Management
Florida
$1.16M +$363K +30,737 +44%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.05M -$16.7K -1,412 -2%
NW
15
NewEdge Wealth
Pennsylvania
$1M
SIC
16
Samalin Investment Counsel
New York
$873K +$77.9K +6,597 +10%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$692K +$157K +13,297 +28%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$685K -$24.8K -2,100 -3%
WQ
19
Wealth Quarterback
New Jersey
$631K -$9.16K -776 -1%
Stifel Financial
20
Stifel Financial
Missouri
$567K +$73.7K +6,244 +15%
KAS
21
Kestra Advisory Services
Texas
$513K +$29.1K +2,466 +6%
SWM
22
Stockman Wealth Management
Montana
$491K
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$469K +$17.3K +1,468 +4%
Bank of America
24
Bank of America
North Carolina
$460K -$21.6K -1,834 -4%
William Blair & Company
25
William Blair & Company
Illinois
$442K +$11.8K +1,000 +3%

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.