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, Q4 2025
Institutional positions in abrdn Healthcare Opportunities Fund as of Dec 31, 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
- 92
- −10 vs. Q3 2025
- Shares held
- 7.62M
- −24.4K (−0.3%) vs. Q3 2025
- Total value
- $145.8M
- +$13.5M (+10.2%) vs. Q3 2025
- New holders
- 7
- 32 more added
- Sold out
- 17
- 29 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding abrdn Healthcare Opportunities Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,354,223 | $25.9M | 0.00% | −27,139−2.0% | Reduced |
| Royal Bank of Canada | 1,125,857 | $21.5M | 0.00% | +13,043+1.2% | Added |
| Raymond James Financial Inc | 1,037,389 | $19.8M | 0.01% | −24,027−2.3% | Reduced |
| Heron Bay Capital Management | 592,723 | $11.3M | 2.16% | +101,439+20.6% | Added |
| LPL Financial LLC | 332,325 | $6.36M | 0.00% | +21,613+7.0% | Added |
| UBS Group AG | 295,613 | $5.66M | 0.00% | +11,553+4.1% | Added |
| Ameriprise Financial Inc | 190,557 | $3.65M | 0.00% | −2,517−1.3% | Reduced |
| Stifel Financial Corp | 185,057 | $3.54M | 0.00% | +38,717+26.5% | Added |
| Wedbush Securities Inc | 158,429 | $3.03M | 0.09% | +21,844+16.0% | Added |
| First Trust Advisors LP | 138,911 | $2.66M | 0.00% | −4,612−3.2% | Reduced |
| Commonwealth Equity Services, LLC | 134,085 | $2.57M | 0.00% | −4,312−3.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 110,420 | $2.11M | 0.01% | −7,765−6.6% | Reduced |
| Bank of America Corp | 102,377 | $1.96M | 0.00% | −12,796−11.1% | Reduced |
| Private Advisor Group, LLC | 85,573 | $1.64M | 0.01% | +23,630+38.1% | Added |
| Aviance Capital Partners, LLC | 83,837 | $1.60M | 0.18% | +2,138+2.6% | Added |
| Z3 Capital Partners, LLC | 82,804 | $1.58M | 0.38% | +82,804 | New |
| Evolve Private Wealth, LLC | 74,382 | $1.44M | 0.09% | +74,382 | New |
| Cetera Investment Advisers | 73,536 | $1.41M | 0.00% | +6,573+9.8% | Added |
| Jane Street Group, LLC | 72,354 | $1.38M | 0.00% | −3,964−5.2% | Reduced |
| CWM, LLC | 69,386 | $1.33M | 0.00% | +790+1.2% | Added |
| Next Level Private LLC | 62,157 | $1.19M | 0.31% | +20,113+47.8% | Added |
| Janney Montgomery Scott LLC | 56,928 | $1.09M | 0.00% | −6,387−10.1% | Reduced |
| Samalin Investment Counsel, LLC | 54,052 | $1.03M | 0.37% | −4,865−8.3% | Reduced |
| TrueMark Investments, LLC | 52,306 | $1.00M | 0.19% | +52,306 | New |
| Cambridge Investment Research Advisors, Inc. | 49,379 | $945.0K | 0.00% | −581−1.2% | Reduced |
| D.A. Davidson & Co. | 43,891 | $839.6K | 0.01% | +2,307+5.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 40,280 | $792.7K | 0.00% | +2,181+5.7% | Added |
| Kestra Advisory Services, LLC | 41,365 | $791.3K | 0.00% | −39−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 41,128 | $786.9K | 0.00% | −21,842−34.7% | Reduced |
| Summit Financial, LLC | 40,335 | $778.9K | 0.01% | −2,321−5.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 39,100 | $748.0K | 0.21% | +2,800+7.7% | Added |
| Kingsview Wealth Management, LLC | 38,886 | $743.9K | 0.01% | −765−1.9% | Reduced |
| Cohen & Steers, Inc. | 37,845 | $724.0K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 37,790 | $722.9K | 0.01% | +24,602+186.5% | Added |
| Stolper Co | 37,732 | $722.0K | 0.21% | +539+1.4% | Added |
| Benjamin Edwards Inc | 37,686 | $720.9K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 31,250 | $597.8K | 0.02% | +5,191+19.9% | Added |
| PMG Family Office LLC | 28,702 | $549.1K | 0.63% | −7,634−21.0% | Reduced |
| Oppenheimer & Co Inc | 28,527 | $545.7K | 0.01% | +97+0.3% | Added |
| HBK Sorce Advisory LLC | 27,089 | $517.9K | 0.01% | +1,193+4.6% | Added |
| National Asset Management, Inc. | 26,967 | $515.9K | 0.02% | +1,234+4.8% | Added |
| The PNC Financial Services Group, Inc. | 24,357 | $465.9K | 0.00% | +21,215+675.2% | Added |
| Pensionmark Financial Group, LLC | 24,039 | $459.9K | 0.01% | +24,039 | New |
| Wells Fargo & Company | 23,874 | $456.7K | 0.00% | −50,549−67.9% | Reduced |
| Cerity Partners LLC | 22,311 | $426.8K | 0.00% | +302+1.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 22,138 | $423.5K | 0.00% | +1,390+6.7% | Added |
| MML Investors Services, LLC | 22,130 | $423.3K | 0.00% | +229+1.0% | Added |
| World Equity Group, Inc. | 18,700 | $357.7K | 0.10% | +1,050+5.9% | Added |
| Prospera Financial Services Inc | 18,622 | $356.2K | 0.01% | −6,400−25.6% | Reduced |
| Tradition Wealth Management, LLC | 18,311 | $350.3K | 0.03% | −3,704−16.8% | Reduced |
| Commerce Bank | 17,127 | $327.6K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 14,976 | $286.5K | 0.00% | −10,436−41.1% | Reduced |
| PFG Investments, LLC | 14,487 | $277.1K | 0.01% | −8,681−37.5% | Reduced |
| StoneX Group Inc. | 14,170 | $272.9K | 0.01% | +711+5.3% | Added |
| Madison Park Capital Advisors, LLC | 14,000 | $267.8K | 0.22% | 00.0% | Unchanged |
| Comerica Bank | 13,836 | $264.7K | 0.00% | +2,592+23.1% | Added |
| Landscape Capital Management, L.L.C. | 13,650 | $261.1K | 0.02% | −71,862−84.0% | Reduced |
| Millennium Management LLC | 13,132 | $251.2K | 0.00% | −42,604−76.4% | Reduced |
| International Assets Investment Management, LLC | 13,077 | $250.2K | 0.02% | −487−3.6% | Reduced |
| CoreCap Advisors, LLC | 12,667 | $242.3K | 0.01% | +11,917+1,588.9% | Added |
| ARS Wealth Advisors Group, LLC | 12,596 | $241.0K | 0.02% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 12,253 | $234.4K | 0.04% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 12,000 | $229.6K | 0.06% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 12,000 | $229.6K | 0.07% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 11,304 | $216.2K | 0.02% | −1,163−9.3% | Reduced |
| Warren Averett Asset Management, LLC | 10,930 | $209.1K | 0.00% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 10,845 | $207.5K | 0.01% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 10,522 | $201.3K | 0.06% | −358−3.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,224 | $80.8K | 0.00% | +2,891+216.9% | Added |
| Geneos Wealth Management Inc. | 4,110 | $78.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,101 | $78.5K | 0.00% | −227−5.2% | Reduced |
| EverSource Wealth Advisors, LLC | 4,000 | $76.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,000 | $76.5K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 3,301 | $63.1K | 0.01% | −24,689−88.2% | Reduced |
| Costello Asset Management, INC | 2,277 | $43.6K | 0.01% | +33+1.5% | Added |
| NBC Securities, Inc. | 1,896 | $36.3K | 0.00% | +23+1.2% | Added |
| GWM Advisors LLC | 1,772 | $33.9K | 0.00% | +26+1.5% | Added |
| Gables Capital Management Inc. | 1,745 | $33.4K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,509 | $28.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,104 | $21.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,000 | $19.1K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 505 | $9.66K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 408 | $7.80K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 381 | $7.52K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 350 | $6.70K | 0.00% | +350 | New |
| Tidemark, LLC | 320 | $6.12K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 250 | $4.78K | 0.00% | +250 | New |
| Highline Wealth Partners LLC | 195 | $3.73K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 128 | $2.45K | 0.00% | +128 | New |
| Farther Finance Advisors, LLC | 114 | $2.18K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 7 | $134 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $17 | 0.00% | −1−50.0% | Reduced |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −69,203−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −66,911−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −56,611−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −17,013−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −13,189−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −10,265−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −8,767−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |