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 |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 1 | $17 | 0.00% | −1−50.0% | Reduced |
| Fourth Dimension Wealth, LLC | 7 | $134 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 114 | $2.18K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 128 | $2.45K | 0.00% | +128 | New |
| Highline Wealth Partners LLC | 195 | $3.73K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 250 | $4.78K | 0.00% | +250 | New |
| Tidemark, LLC | 320 | $6.12K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 350 | $6.70K | 0.00% | +350 | New |
| Sound Income Strategies, LLC | 381 | $7.52K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 408 | $7.80K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 505 | $9.66K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,000 | $19.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,104 | $21.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,509 | $28.9K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,745 | $33.4K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,772 | $33.9K | 0.00% | +26+1.5% | Added |
| NBC Securities, Inc. | 1,896 | $36.3K | 0.00% | +23+1.2% | Added |
| Costello Asset Management, INC | 2,277 | $43.6K | 0.01% | +33+1.5% | Added |
| Triumph Capital Management | 3,301 | $63.1K | 0.01% | −24,689−88.2% | 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 |
| Global Retirement Partners, LLC | 4,101 | $78.5K | 0.00% | −227−5.2% | Reduced |
| Geneos Wealth Management Inc. | 4,110 | $78.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,224 | $80.8K | 0.00% | +2,891+216.9% | Added |
| Tactive Advisors, LLC | 10,522 | $201.3K | 0.06% | −358−3.3% | Reduced |
| Nations Financial Group Inc, | 10,845 | $207.5K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 10,930 | $209.1K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 11,304 | $216.2K | 0.02% | −1,163−9.3% | Reduced |
| 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 |
| Maridea Wealth Management LLC | 12,253 | $234.4K | 0.04% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 12,596 | $241.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 12,667 | $242.3K | 0.01% | +11,917+1,588.9% | Added |
| International Assets Investment Management, LLC | 13,077 | $250.2K | 0.02% | −487−3.6% | Reduced |
| Millennium Management LLC | 13,132 | $251.2K | 0.00% | −42,604−76.4% | Reduced |
| Landscape Capital Management, L.L.C. | 13,650 | $261.1K | 0.02% | −71,862−84.0% | Reduced |
| Comerica Bank | 13,836 | $264.7K | 0.00% | +2,592+23.1% | Added |
| Madison Park Capital Advisors, LLC | 14,000 | $267.8K | 0.22% | 00.0% | Unchanged |
| StoneX Group Inc. | 14,170 | $272.9K | 0.01% | +711+5.3% | Added |
| PFG Investments, LLC | 14,487 | $277.1K | 0.01% | −8,681−37.5% | Reduced |
| Guggenheim Capital LLC | 14,976 | $286.5K | 0.00% | −10,436−41.1% | Reduced |
| Commerce Bank | 17,127 | $327.6K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 18,311 | $350.3K | 0.03% | −3,704−16.8% | Reduced |
| Prospera Financial Services Inc | 18,622 | $356.2K | 0.01% | −6,400−25.6% | Reduced |
| World Equity Group, Inc. | 18,700 | $357.7K | 0.10% | +1,050+5.9% | Added |
| MML Investors Services, LLC | 22,130 | $423.3K | 0.00% | +229+1.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 22,138 | $423.5K | 0.00% | +1,390+6.7% | Added |
| Cerity Partners LLC | 22,311 | $426.8K | 0.00% | +302+1.4% | Added |
| Wells Fargo & Company | 23,874 | $456.7K | 0.00% | −50,549−67.9% | Reduced |
| Pensionmark Financial Group, LLC | 24,039 | $459.9K | 0.01% | +24,039 | New |
| The PNC Financial Services Group, Inc. | 24,357 | $465.9K | 0.00% | +21,215+675.2% | Added |
| National Asset Management, Inc. | 26,967 | $515.9K | 0.02% | +1,234+4.8% | Added |
| HBK Sorce Advisory LLC | 27,089 | $517.9K | 0.01% | +1,193+4.6% | Added |
| Oppenheimer & Co Inc | 28,527 | $545.7K | 0.01% | +97+0.3% | Added |
| PMG Family Office LLC | 28,702 | $549.1K | 0.63% | −7,634−21.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 31,250 | $597.8K | 0.02% | +5,191+19.9% | Added |
| Benjamin Edwards Inc | 37,686 | $720.9K | 0.01% | 00.0% | Unchanged |
| Stolper Co | 37,732 | $722.0K | 0.21% | +539+1.4% | Added |
| Stephens Inc | 37,790 | $722.9K | 0.01% | +24,602+186.5% | Added |
| Cohen & Steers, Inc. | 37,845 | $724.0K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 38,886 | $743.9K | 0.01% | −765−1.9% | Reduced |
| Westbourne Investment Advisors, Inc. | 39,100 | $748.0K | 0.21% | +2,800+7.7% | Added |
| Summit Financial, LLC | 40,335 | $778.9K | 0.01% | −2,321−5.4% | Reduced |
| Advisor Group Holdings, Inc. | 41,128 | $786.9K | 0.00% | −21,842−34.7% | Reduced |
| Kestra Advisory Services, LLC | 41,365 | $791.3K | 0.00% | −39−0.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 40,280 | $792.7K | 0.00% | +2,181+5.7% | Added |
| D.A. Davidson & Co. | 43,891 | $839.6K | 0.01% | +2,307+5.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 49,379 | $945.0K | 0.00% | −581−1.2% | Reduced |
| TrueMark Investments, LLC | 52,306 | $1.00M | 0.19% | +52,306 | New |
| Samalin Investment Counsel, LLC | 54,052 | $1.03M | 0.37% | −4,865−8.3% | Reduced |
| Janney Montgomery Scott LLC | 56,928 | $1.09M | 0.00% | −6,387−10.1% | Reduced |
| Next Level Private LLC | 62,157 | $1.19M | 0.31% | +20,113+47.8% | Added |
| CWM, LLC | 69,386 | $1.33M | 0.00% | +790+1.2% | Added |
| Jane Street Group, LLC | 72,354 | $1.38M | 0.00% | −3,964−5.2% | Reduced |
| Cetera Investment Advisers | 73,536 | $1.41M | 0.00% | +6,573+9.8% | Added |
| Evolve Private Wealth, LLC | 74,382 | $1.44M | 0.09% | +74,382 | New |
| Z3 Capital Partners, LLC | 82,804 | $1.58M | 0.38% | +82,804 | New |
| Aviance Capital Partners, LLC | 83,837 | $1.60M | 0.18% | +2,138+2.6% | Added |
| Private Advisor Group, LLC | 85,573 | $1.64M | 0.01% | +23,630+38.1% | Added |
| Bank of America Corp | 102,377 | $1.96M | 0.00% | −12,796−11.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 110,420 | $2.11M | 0.01% | −7,765−6.6% | Reduced |
| Commonwealth Equity Services, LLC | 134,085 | $2.57M | 0.00% | −4,312−3.1% | Reduced |
| First Trust Advisors LP | 138,911 | $2.66M | 0.00% | −4,612−3.2% | Reduced |
| Wedbush Securities Inc | 158,429 | $3.03M | 0.09% | +21,844+16.0% | Added |
| Stifel Financial Corp | 185,057 | $3.54M | 0.00% | +38,717+26.5% | Added |
| Ameriprise Financial Inc | 190,557 | $3.65M | 0.00% | −2,517−1.3% | Reduced |
| UBS Group AG | 295,613 | $5.66M | 0.00% | +11,553+4.1% | Added |
| LPL Financial LLC | 332,325 | $6.36M | 0.00% | +21,613+7.0% | Added |
| Heron Bay Capital Management | 592,723 | $11.3M | 2.16% | +101,439+20.6% | Added |
| Raymond James Financial Inc | 1,037,389 | $19.8M | 0.01% | −24,027−2.3% | Reduced |
| Royal Bank of Canada | 1,125,857 | $21.5M | 0.00% | +13,043+1.2% | Added |
| Morgan Stanley | 1,354,223 | $25.9M | 0.00% | −27,139−2.0% | 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 |