abrdn Healthcare Opportunities Fund
THQ- Exchange
- NYSE
- SEC CIK
- 0001604522
In the last 90 days, abrdn Healthcare Opportunities Fund insiders filed 1 open-market purchase and 0 sales; 96 institutions reported holding it in 13F filings for Q2 2026, worth $151.8M in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in abrdn Healthcare Opportunities Fund as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 106
- +8 vs. Q2 2025
- Shares held
- 7.70M
- −739.6K (−8.8%) vs. Q2 2025
- Total value
- $133.2M
- −$21.9M (−14.1%) vs. Q2 2025
- New holders
- 20
- 40 more added
- Sold out
- 12
- 28 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting THQ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 96 | $151.8M |
| Q1 2026 | 88 | $131.0M |
| Q4 2025 | 92 | $145.8M |
| Q3 2025 | 106 | $133.2M |
| Q2 2025 | 99 | $155.2M |
| Q1 2025 | 94 | $174.7M |
| Q4 2024 | 106 | $155.6M |
| Q3 2024 | 104 | $195.6M |
| Q2 2024 | 96 | $174.2M |
| Q1 2024 | 93 | $187.3M |
| Q4 2023 | 98 | $192.8M |
| Q3 2023 | 91 | $155.8M |
| Q2 2023 | 78 | $164.8M |
| Q1 2023 | 91 | $159.5M |
| Q4 2022 | 86 | $169.6M |
| Q3 2022 | 81 | $150.4M |
| Q2 2022 | 84 | $160.3M |
| Q1 2022 | 94 | $180.4M |
| Q4 2021 | 93 | $204.9M |
| Q3 2021 | 81 | $183.5M |
| Q2 2021 | 77 | $183.5M |
| Q1 2021 | 73 | $173.8M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding abrdn Healthcare Opportunities Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,381,362 | $23.9M | 0.00% | −57,717−4.0% | Reduced |
| Royal Bank of Canada | 1,112,814 | $19.2M | 0.00% | +43,728+4.1% | Added |
| Raymond James Financial Inc | 1,061,416 | $18.4M | 0.01% | −164,348−13.4% | Reduced |
| Heron Bay Capital Management | 491,284 | $8.49M | 1.59% | +34,724+7.6% | Added |
| LPL Financial LLC | 310,712 | $5.37M | 0.00% | +16,278+5.5% | Added |
| UBS Group AG | 284,060 | $4.91M | 0.00% | −7,492−2.6% | Reduced |
| Ameriprise Financial Inc | 193,074 | $3.34M | 0.00% | −26,657−12.1% | Reduced |
| Stifel Financial Corp | 146,340 | $2.53M | 0.00% | +19,371+15.3% | Added |
| First Trust Advisors LP | 143,523 | $2.48M | 0.00% | +19,971+16.2% | Added |
| Commonwealth Equity Services, LLC | 138,397 | $2.39M | 0.00% | −20,485−12.9% | Reduced |
| Wedbush Securities Inc | 136,585 | $2.36M | 0.08% | +48,173+54.5% | Added |
| Steward Partners Investment Advisory, LLC | 118,185 | $2.04M | 0.01% | −136,330−53.6% | Reduced |
| Bank of America Corp | 115,173 | $1.99M | 0.00% | −27,504−19.3% | Reduced |
| Landscape Capital Management, L.L.C. | 85,512 | $1.48M | 0.09% | +85,512 | New |
| Aviance Capital Partners, LLC | 81,699 | $1.41M | 0.17% | +793+1.0% | Added |
| Jane Street Group, LLC | 76,318 | $1.32M | 0.00% | +54,224+245.4% | Added |
| Wells Fargo & Company | 74,423 | $1.29M | 0.00% | +20,689+38.5% | Added |
| Wolverine Asset Management LLC | 69,203 | $1.20M | 0.02% | +69,203 | New |
| CWM, LLC | 68,596 | $1.19M | 0.00% | +12,199+21.6% | Added |
| Cetera Investment Advisers | 66,963 | $1.16M | 0.00% | −4,978−6.9% | Reduced |
| Susquehanna International Group, LLP | 66,911 | $1.16M | 0.00% | +66,911 | New |
| Janney Montgomery Scott LLC | 63,315 | $1.09M | 0.00% | +31,680+100.1% | Added |
| Advisor Group Holdings, Inc. | 62,970 | $1.07M | 0.00% | −2,253−3.5% | Reduced |
| Private Advisor Group, LLC | 61,943 | $1.07M | 0.01% | −18,469−23.0% | Reduced |
| Samalin Investment Counsel, LLC | 58,917 | $1.02M | 0.35% | +10,047+20.6% | Added |
| Readystate Asset Management LP | 56,611 | $978.8K | 0.05% | +56,611 | New |
| Millennium Management LLC | 55,736 | $963.7K | 0.00% | +55,736 | New |
| Cambridge Investment Research Advisors, Inc. | 49,960 | $864.0K | 0.00% | +1,842+3.8% | Added |
| Next Level Private LLC | 42,044 | $758.1K | 0.22% | +11,158+36.1% | Added |
| Summit Financial, LLC | 42,656 | $737.5K | 0.01% | −3,787−8.2% | Reduced |
| WNY Asset Management, LLC | 42,442 | $733.8K | 0.07% | +1,209+2.9% | Added |
| D.A. Davidson & Co. | 41,584 | $719.0K | 0.00% | +10,200+32.5% | Added |
| Kestra Advisory Services, LLC | 41,404 | $715.9K | 0.00% | +3,920+10.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 38,099 | $686.5K | 0.00% | +490+1.3% | Added |
| Kingsview Wealth Management, LLC | 39,651 | $685.6K | 0.01% | −685−1.7% | Reduced |
| Cohen & Steers, Inc. | 37,845 | $654.0K | 0.00% | −15,000−28.4% | Reduced |
| Benjamin Edwards Inc | 37,686 | $651.6K | 0.01% | +5,957+18.8% | Added |
| Stolper Co | 37,193 | $643.0K | 0.19% | +37,193 | New |
| PMG Family Office LLC | 36,336 | $628.2K | 0.70% | +36,336 | New |
| Westbourne Investment Advisors, Inc. | 36,300 | $627.6K | 0.17% | −9,100−20.0% | Reduced |
| Oppenheimer & Co Inc | 28,430 | $491.6K | 0.01% | −89−0.3% | Reduced |
| Triumph Capital Management | 27,990 | $483.9K | 0.13% | +5,097+22.3% | Added |
| HBK Sorce Advisory LLC | 25,896 | $460.7K | 0.01% | +134+0.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 26,059 | $450.6K | 0.01% | +805+3.2% | Added |
| National Asset Management, Inc. | 25,733 | $444.9K | 0.02% | −93−0.4% | Reduced |
| Guggenheim Capital LLC | 25,412 | $439.4K | 0.00% | −11,417−31.0% | Reduced |
| Prospera Financial Services Inc | 25,022 | $432.6K | 0.01% | −2,800−10.1% | Reduced |
| PFG Investments, LLC | 23,168 | $400.6K | 0.02% | +3,483+17.7% | Added |
| Tradition Wealth Management, LLC | 22,015 | $380.6K | 0.03% | +144+0.7% | Added |
| Cerity Partners LLC | 22,009 | $380.5K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 21,901 | $378.7K | 0.00% | +710+3.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 20,748 | $358.7K | 0.00% | +584+2.9% | Added |
| World Equity Group, Inc. | 17,650 | $305.2K | 0.07% | +850+5.1% | Added |
| Commerce Bank | 17,127 | $296.1K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 17,013 | $294.2K | 0.02% | −1,505−8.1% | Reduced |
| International Assets Investment Management, LLC | 13,564 | $252.7K | 0.02% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 14,000 | $242.1K | 0.20% | +1,000+7.7% | Added |
| StoneX Group Inc. | 13,459 | $232.7K | 0.01% | −145−1.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 13,189 | $228.0K | 0.03% | −2,000−13.2% | Reduced |
| Stephens Inc | 13,188 | $228.0K | 0.00% | +13,188 | New |
| Maridea Wealth Management LLC | 12,253 | $220.8K | 0.03% | +12,253 | New |
| ARS Wealth Advisors Group, LLC | 12,596 | $217.8K | 0.02% | −4,300−25.4% | Reduced |
| NWF Advisory Services Inc. | 12,467 | $215.6K | 0.02% | −2,500−16.7% | Reduced |
| Wetherby Asset Management Inc | 12,200 | $210.9K | 0.01% | +200+1.7% | Added |
| WealthTrust Axiom LLC | 12,000 | $207.5K | 0.06% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 12,000 | $207.5K | 0.05% | +12,000 | New |
| Comerica Bank | 11,244 | $194.4K | 0.00% | +2,613+30.3% | Added |
| Warren Averett Asset Management, LLC | 10,930 | $189.0K | 0.00% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 10,880 | $188.1K | 0.05% | +10,880 | New |
| Nations Financial Group Inc, | 10,845 | $187.5K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 10,265 | $177.5K | 0.00% | +16+0.2% | Added |
| Advisory Services Network, LLC | 8,767 | $151.6K | 0.00% | −1,264−12.6% | Reduced |
| Global Retirement Partners, LLC | 4,328 | $74.8K | 0.00% | −828−16.1% | Reduced |
| Geneos Wealth Management Inc. | 4,110 | $71.1K | 0.00% | +3,000+270.3% | Added |
| Rockefeller Capital Management L.P. | 4,000 | $69.2K | 0.00% | −9,982−71.4% | Reduced |
| EverSource Wealth Advisors, LLC | 4,000 | $69.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $59.8K | 0.00% | – | New |
| The PNC Financial Services Group, Inc. | 3,142 | $54.3K | 0.00% | +26+0.8% | Added |
| Costello Asset Management, INC | 2,244 | $38.8K | 0.01% | +53+2.4% | Added |
| Future Financial Wealth Managment LLC | 2,000 | $34.6K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,873 | $32.4K | 0.00% | +37+2.0% | Added |
| GWM Advisors LLC | 1,746 | $30.2K | 0.00% | +43+2.5% | Added |
| Gables Capital Management Inc. | 1,745 | $30.2K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,509 | $26.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,333 | $23.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,345 | $23.0K | 0.00% | +1,345 | New |
| MAI Capital Management | 1,104 | $19.1K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 1,080 | $18.0K | 0.01% | +1,080 | New |
| CIBC Private Wealth Group, LLC | 1,000 | $17.3K | 0.00% | −1−0.1% | Reduced |
| Optimum Investment Advisors | 1,000 | $17.3K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 937 | $16.2K | 0.00% | +937 | Added |
| CoreCap Advisors, LLC | 750 | $13.0K | 0.00% | +750 | New |
| Creekmur Asset Management LLC | 722 | $12.5K | 0.00% | +21+3.0% | Added |
| Provenance Wealth Advisors, LLC | 505 | $8.73K | 0.00% | −85−14.4% | Reduced |
| Ameritas Advisory Services, LLC | 500 | $8.64K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 450 | $7.78K | 0.01% | +250+125.0% | Added |
| SWAN Capital LLC | 408 | $7.05K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 381 | $6.92K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 320 | $5.53K | 0.00% | +320 | New |
| Russell Investments Group, Ltd. | 250 | $4.32K | 0.00% | +250 | New |