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, Q1 2026
Institutional positions in abrdn Healthcare Opportunities Fund as of Mar 31, 2026. 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
- 88
- −1 vs. Q4 2025
- Shares held
- 7.79M
- +191.6K (+2.5%) vs. Q4 2025
- Total value
- $131.0M
- −$14.5M (−10.0%) vs. Q4 2025
- New holders
- 11
- 31 more added
- Sold out
- 12
- 25 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding abrdn Healthcare Opportunities Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fourth Dimension Wealth, LLC | 7 | $118 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 114 | $1.98K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 195 | $3.28K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 320 | $5.38K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 350 | $5.88K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 408 | $6.85K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 505 | $8.48K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 826 | $13.9K | 0.00% | +826 | New |
| MAI Capital Management | 1,104 | $18.5K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,745 | $29.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,827 | $30.7K | 0.00% | +55+3.1% | Added |
| Triumph Capital Management | 1,871 | $31.4K | 0.01% | −1,430−43.3% | Reduced |
| NBC Securities, Inc. | 1,943 | $32.6K | 0.00% | +47+2.5% | Added |
| Osbon Capital Management LLC | 2,310 | $38.8K | 0.03% | +2,310 | New |
| Costello Asset Management, INC | 2,345 | $39.4K | 0.01% | +68+3.0% | Added |
| Allworth Financial LP | 2,400 | $40.3K | 0.00% | +2,400 | New |
| Northwestern Mutual Wealth Management Co | 2,859 | $48.0K | 0.00% | −1,365−32.3% | Reduced |
| EverSource Wealth Advisors, LLC | 4,000 | $67.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,110 | $69.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,703 | $112.6K | 0.00% | +6,703 | New |
| Wells Fargo & Company | 7,984 | $134.1K | 0.00% | −15,890−66.6% | Reduced |
| Guggenheim Capital LLC | 10,422 | $175.1K | 0.00% | −4,554−30.4% | Reduced |
| WealthTrust Axiom LLC | 10,500 | $176.4K | 0.04% | −1,500−12.5% | Reduced |
| Nations Financial Group Inc, | 10,845 | $182.2K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 10,930 | $183.6K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 11,260 | $189.2K | 0.02% | −44−0.4% | Reduced |
| StoneX Group Inc. | 11,405 | $191.6K | 0.01% | −2,765−19.5% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 12,000 | $201.6K | 0.06% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 12,253 | $205.9K | 0.03% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 12,596 | $211.6K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 13,077 | $226.8K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 13,556 | $227.8K | 0.01% | +13,556 | New |
| Fifth Third Bancorp | 13,836 | $232.4K | 0.00% | +13,836 | New |
| Madison Park Capital Advisors, LLC | 14,000 | $235.2K | 0.18% | 00.0% | Unchanged |
| PFG Investments, LLC | 15,140 | $254.4K | 0.01% | +653+4.5% | Added |
| Virtu Financial LLC | 15,474 | $260.0K | 0.01% | +15,474 | New |
| Tradition Wealth Management, LLC | 16,740 | $281.2K | 0.02% | −1,571−8.6% | Reduced |
| Advisortrust Partners, LLC | 16,782 | $281.9K | 0.12% | +16,782 | New |
| Commerce Bank | 17,127 | $287.7K | 0.00% | 00.0% | Unchanged |
| World Equity Group, Inc. | 18,700 | $314.2K | 0.08% | 00.0% | Unchanged |
| MML Investors Services, LLC | 20,094 | $337.6K | 0.00% | −2,036−9.2% | Reduced |
| Mercer Global Advisors Inc | 20,214 | $339.6K | 0.00% | +20,214 | New |
| Cerity Partners LLC | 22,456 | $377.3K | 0.00% | +145+0.6% | Added |
| The PNC Financial Services Group, Inc. | 24,383 | $409.6K | 0.00% | +26+0.1% | Added |
| Oppenheimer & Co Inc | 25,434 | $427.3K | 0.01% | −3,093−10.8% | Reduced |
| National Asset Management, Inc. | 27,477 | $449.3K | 0.03% | +510+1.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 28,131 | $472.6K | 0.00% | +5,993+27.1% | Added |
| HBK Sorce Advisory LLC | 27,978 | $515.4K | 0.01% | +889+3.3% | Added |
| PMG Family Office LLC | 30,816 | $517.7K | 0.58% | +2,114+7.4% | Added |
| Janney Montgomery Scott LLC | 31,098 | $522.0K | 0.00% | −25,830−45.4% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 32,150 | $540.1K | 0.02% | +900+2.9% | Added |
| Jane Street Group, LLC | 32,358 | $543.6K | 0.00% | −39,996−55.3% | Reduced |
| Shaker Financial Services, LLC | 32,600 | $547.7K | 0.19% | +32,600 | New |
| Stephens Inc | 37,735 | $633.9K | 0.01% | −55−0.1% | Reduced |
| Cohen & Steers, Inc. | 37,845 | $636.0K | 0.00% | 00.0% | Unchanged |
| Stolper Co | 38,280 | $643.0K | 0.21% | +548+1.5% | Added |
| Kingsview Wealth Management, LLC | 39,130 | $657.4K | 0.01% | +244+0.6% | Added |
| Summit Financial, LLC | 39,654 | $666.2K | 0.01% | −681−1.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 39,431 | $677.0K | 0.00% | −849−2.1% | Reduced |
| Benjamin Edwards Inc | 41,301 | $693.9K | 0.01% | +3,615+9.6% | Added |
| Advisor Group Holdings, Inc. | 41,741 | $701.3K | 0.00% | +613+1.5% | Added |
| D.A. Davidson & Co. | 44,548 | $748.4K | 0.00% | +657+1.5% | Added |
| Westbourne Investment Advisors, Inc. | 45,100 | $757.7K | 0.22% | +6,000+15.3% | Added |
| Samalin Investment Counsel, LLC | 45,905 | $771.2K | 0.27% | −8,147−15.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 54,092 | $909.0K | 0.00% | +4,713+9.5% | Added |
| Kestra Advisory Services, LLC | 61,515 | $1.03M | 0.00% | +20,150+48.7% | Added |
| CWM, LLC | 65,358 | $1.10M | 0.00% | −4,028−5.8% | Reduced |
| Pensionmark Financial Group, LLC | 69,003 | $1.16M | 0.02% | +44,964+187.0% | Added |
| Cetera Investment Advisers | 69,021 | $1.16M | 0.00% | −4,515−6.1% | Reduced |
| Evolve Private Wealth, LLC | 71,959 | $1.21M | 0.06% | −2,423−3.3% | Reduced |
| Private Advisor Group, LLC | 75,564 | $1.27M | 0.01% | −10,009−11.7% | Reduced |
| Next Level Private LLC | 85,183 | $1.43M | 0.32% | +23,026+37.0% | Added |
| Aviance Capital Partners, LLC | 85,786 | $1.44M | 0.17% | +1,949+2.3% | Added |
| Z3 Capital Partners, LLC | 89,385 | $1.50M | 0.38% | +6,581+7.9% | Added |
| Bank of America Corp | 106,349 | $1.79M | 0.00% | +3,972+3.9% | Added |
| Steward Partners Investment Advisory, LLC | 129,696 | $2.18M | 0.01% | +19,276+17.5% | Added |
| Commonwealth Equity Services, LLC | 137,359 | $2.31M | 0.00% | +3,274+2.4% | Added |
| First Trust Advisors LP | 141,958 | $2.38M | 0.00% | +3,047+2.2% | Added |
| Stifel Financial Corp | 149,318 | $2.51M | 0.00% | −35,739−19.3% | Reduced |
| Wedbush Securities Inc | 173,507 | $2.92M | 0.09% | +15,078+9.5% | Added |
| Ameriprise Financial Inc | 189,884 | $3.19M | 0.00% | −673−0.4% | Reduced |
| LPL Financial LLC | 307,054 | $5.16M | 0.00% | −25,271−7.6% | Reduced |
| UBS Group AG | 308,224 | $5.18M | 0.00% | +12,611+4.3% | Added |
| Penserra Capital Management LLC | 446,935 | $7.51M | 0.09% | +446,935 | New |
| Heron Bay Capital Management | 594,371 | $9.99M | 0.92% | +1,648+0.3% | Added |
| Raymond James Financial Inc | 783,686 | $13.2M | 0.00% | −253,703−24.5% | Reduced |
| Royal Bank of Canada | 1,143,764 | $19.2M | 0.00% | +17,907+1.6% | Added |
| Morgan Stanley | 1,346,206 | $22.6M | 0.00% | −8,017−0.6% | Reduced |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −52,306−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −18,622−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −13,650−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −13,132−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −12,667−100.0% | Sold out |
| Tactive Advisors, LLC | 0 | $0 | 0.00% | −10,522−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −1,509−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −381−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |