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 |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 2 | $31 | 0.00% | +2 | New |
| Fourth Dimension Wealth, LLC | 7 | $121 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 39 | $674 | 0.00% | +32+457.1% | Added |
| Farther Finance Advisors, LLC | 114 | $1.97K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 195 | $3.37K | 0.00% | +195 | New |
| Russell Investments Group, Ltd. | 250 | $4.32K | 0.00% | +250 | New |
| Tidemark, LLC | 320 | $5.53K | 0.00% | +320 | New |
| Sound Income Strategies, LLC | 381 | $6.92K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 408 | $7.05K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 450 | $7.78K | 0.01% | +250+125.0% | Added |
| Ameritas Advisory Services, LLC | 500 | $8.64K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 505 | $8.73K | 0.00% | −85−14.4% | Reduced |
| Creekmur Asset Management LLC | 722 | $12.5K | 0.00% | +21+3.0% | Added |
| CoreCap Advisors, LLC | 750 | $13.0K | 0.00% | +750 | New |
| JPMorgan Chase & Co | 937 | $16.2K | 0.00% | +937 | Added |
| 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 |
| Keener Financial Planning LLC | 1,080 | $18.0K | 0.01% | +1,080 | New |
| MAI Capital Management | 1,104 | $19.1K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,345 | $23.0K | 0.00% | +1,345 | New |
| Northwestern Mutual Wealth Management Co | 1,333 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,509 | $26.1K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,745 | $30.2K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,746 | $30.2K | 0.00% | +43+2.5% | Added |
| NBC Securities, Inc. | 1,873 | $32.4K | 0.00% | +37+2.0% | Added |
| Future Financial Wealth Managment LLC | 2,000 | $34.6K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2,244 | $38.8K | 0.01% | +53+2.4% | Added |
| The PNC Financial Services Group, Inc. | 3,142 | $54.3K | 0.00% | +26+0.8% | Added |
| Huntington National Bank | – | $59.8K | 0.00% | – | New |
| 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 |
| Geneos Wealth Management Inc. | 4,110 | $71.1K | 0.00% | +3,000+270.3% | Added |
| Global Retirement Partners, LLC | 4,328 | $74.8K | 0.00% | −828−16.1% | Reduced |
| Advisory Services Network, LLC | 8,767 | $151.6K | 0.00% | −1,264−12.6% | Reduced |
| Truist Financial Corp | 10,265 | $177.5K | 0.00% | +16+0.2% | Added |
| Nations Financial Group Inc, | 10,845 | $187.5K | 0.01% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 10,880 | $188.1K | 0.05% | +10,880 | New |
| Warren Averett Asset Management, LLC | 10,930 | $189.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 11,244 | $194.4K | 0.00% | +2,613+30.3% | 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 |
| Wetherby Asset Management Inc | 12,200 | $210.9K | 0.01% | +200+1.7% | Added |
| NWF Advisory Services Inc. | 12,467 | $215.6K | 0.02% | −2,500−16.7% | Reduced |
| ARS Wealth Advisors Group, LLC | 12,596 | $217.8K | 0.02% | −4,300−25.4% | Reduced |
| Maridea Wealth Management LLC | 12,253 | $220.8K | 0.03% | +12,253 | New |
| Stephens Inc | 13,188 | $228.0K | 0.00% | +13,188 | New |
| Newbridge Financial Services Group, Inc. | 13,189 | $228.0K | 0.03% | −2,000−13.2% | Reduced |
| StoneX Group Inc. | 13,459 | $232.7K | 0.01% | −145−1.1% | Reduced |
| Madison Park Capital Advisors, LLC | 14,000 | $242.1K | 0.20% | +1,000+7.7% | Added |
| International Assets Investment Management, LLC | 13,564 | $252.7K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 17,013 | $294.2K | 0.02% | −1,505−8.1% | Reduced |
| Commerce Bank | 17,127 | $296.1K | 0.00% | 00.0% | Unchanged |
| World Equity Group, Inc. | 17,650 | $305.2K | 0.07% | +850+5.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 20,748 | $358.7K | 0.00% | +584+2.9% | Added |
| MML Investors Services, LLC | 21,901 | $378.7K | 0.00% | +710+3.4% | Added |
| Cerity Partners LLC | 22,009 | $380.5K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 22,015 | $380.6K | 0.03% | +144+0.7% | Added |
| PFG Investments, LLC | 23,168 | $400.6K | 0.02% | +3,483+17.7% | Added |
| Prospera Financial Services Inc | 25,022 | $432.6K | 0.01% | −2,800−10.1% | Reduced |
| Guggenheim Capital LLC | 25,412 | $439.4K | 0.00% | −11,417−31.0% | Reduced |
| National Asset Management, Inc. | 25,733 | $444.9K | 0.02% | −93−0.4% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 26,059 | $450.6K | 0.01% | +805+3.2% | Added |
| HBK Sorce Advisory LLC | 25,896 | $460.7K | 0.01% | +134+0.5% | Added |
| Triumph Capital Management | 27,990 | $483.9K | 0.13% | +5,097+22.3% | Added |
| Oppenheimer & Co Inc | 28,430 | $491.6K | 0.01% | −89−0.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 36,300 | $627.6K | 0.17% | −9,100−20.0% | Reduced |
| PMG Family Office LLC | 36,336 | $628.2K | 0.70% | +36,336 | New |
| Stolper Co | 37,193 | $643.0K | 0.19% | +37,193 | New |
| Benjamin Edwards Inc | 37,686 | $651.6K | 0.01% | +5,957+18.8% | Added |
| Cohen & Steers, Inc. | 37,845 | $654.0K | 0.00% | −15,000−28.4% | Reduced |
| Kingsview Wealth Management, LLC | 39,651 | $685.6K | 0.01% | −685−1.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 38,099 | $686.5K | 0.00% | +490+1.3% | Added |
| Kestra Advisory Services, LLC | 41,404 | $715.9K | 0.00% | +3,920+10.5% | Added |
| D.A. Davidson & Co. | 41,584 | $719.0K | 0.00% | +10,200+32.5% | Added |
| WNY Asset Management, LLC | 42,442 | $733.8K | 0.07% | +1,209+2.9% | Added |
| Summit Financial, LLC | 42,656 | $737.5K | 0.01% | −3,787−8.2% | Reduced |
| Next Level Private LLC | 42,044 | $758.1K | 0.22% | +11,158+36.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 49,960 | $864.0K | 0.00% | +1,842+3.8% | Added |
| Millennium Management LLC | 55,736 | $963.7K | 0.00% | +55,736 | New |
| Readystate Asset Management LP | 56,611 | $978.8K | 0.05% | +56,611 | New |
| Samalin Investment Counsel, LLC | 58,917 | $1.02M | 0.35% | +10,047+20.6% | Added |
| Private Advisor Group, LLC | 61,943 | $1.07M | 0.01% | −18,469−23.0% | Reduced |
| Advisor Group Holdings, Inc. | 62,970 | $1.07M | 0.00% | −2,253−3.5% | Reduced |
| Janney Montgomery Scott LLC | 63,315 | $1.09M | 0.00% | +31,680+100.1% | Added |
| Susquehanna International Group, LLP | 66,911 | $1.16M | 0.00% | +66,911 | New |
| Cetera Investment Advisers | 66,963 | $1.16M | 0.00% | −4,978−6.9% | Reduced |
| CWM, LLC | 68,596 | $1.19M | 0.00% | +12,199+21.6% | Added |
| Wolverine Asset Management LLC | 69,203 | $1.20M | 0.02% | +69,203 | New |
| Wells Fargo & Company | 74,423 | $1.29M | 0.00% | +20,689+38.5% | Added |
| Jane Street Group, LLC | 76,318 | $1.32M | 0.00% | +54,224+245.4% | Added |
| Aviance Capital Partners, LLC | 81,699 | $1.41M | 0.17% | +793+1.0% | Added |
| Landscape Capital Management, L.L.C. | 85,512 | $1.48M | 0.09% | +85,512 | New |
| Bank of America Corp | 115,173 | $1.99M | 0.00% | −27,504−19.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 118,185 | $2.04M | 0.01% | −136,330−53.6% | Reduced |
| Wedbush Securities Inc | 136,585 | $2.36M | 0.08% | +48,173+54.5% | Added |
| Commonwealth Equity Services, LLC | 138,397 | $2.39M | 0.00% | −20,485−12.9% | Reduced |
| First Trust Advisors LP | 143,523 | $2.48M | 0.00% | +19,971+16.2% | Added |
| Stifel Financial Corp | 146,340 | $2.53M | 0.00% | +19,371+15.3% | Added |
| Ameriprise Financial Inc | 193,074 | $3.34M | 0.00% | −26,657−12.1% | Reduced |
| UBS Group AG | 284,060 | $4.91M | 0.00% | −7,492−2.6% | Reduced |