Abrdn Healthcare InvestorsHQH
13F holders, Q1 2025 (March 31)106holders −13
13new positions
23sold out
$16.25avg. 13F price*
At the end of Q1 2025, 106 institutions reported holding Abrdn Healthcare Investors (HQH) in their 13F filings, down 13 from Q4 2024. 13 opened new positions and 23 sold out. The largest holders were Morgan Stanley ($54.8M), Saba Capital Management, L.P. ($19.5M) and Raymond James Financial Inc. ($19.3M).
- Company
- Abrdn Healthcare Investors
- CUSIP
- 87911J103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.5M |
| Exits | 23 | $8.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,165,869 shares bought and 1,587,483 shares sold, net −421,614 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 106 holders
| Morgan Stanley | 0.00% | Add +5.0% | 3,377,092 | $54.8M |
| Saba Capital Management, L.P. | 0.54% | Reduce -39.1% | 1,201,396 | $19.5M |
| Raymond James Financial Inc. | 0.01% | Add +26.9% | 1,189,633 | $19.3M |
| Penserra Capital Management LLC | 0.29% | Add +8.5% | 1,008,526 | $16.4M |
| Royal Bank of Canada | 0.00% | Add +22.0% | 529,826 | $8.6M |
| LPL Financial LLC | 0.00% | Add +24.4% | 350,961 | $5.7M |
| Ameriprise Financial Inc. | 0.00% | Add +12.2% | 322,578 | $5.2M |
| Advisors Asset Management, Inc. | 0.08% | Add +27.6% | 265,222 | $4.3M |
| Needham Investment Management LLC | 0.40% | Add +3.7% | 264,473 | $4.3M |
| Bank of America Corp. | 0.00% | Reduce -2.4% | 215,341 | $3.5M |
| WNY Asset Management, LLC | 0.35% | Add +26.2% | 182,505 | $3.0M |
| First Trust Advisors LP | 0.00% | Add +2.1% | 181,440 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.1% | 155,593 | $2.5M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -17.9% | 143,001 | $2.3M |
| UBS Group AG | 0.00% | Reduce -10.5% | 134,388 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.4% | 129,293 | $2.1M |
| Smith Asset Management Co., LLC | 1.85% | Reduce -1.9% | 120,719 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Add +14.4% | 111,918 | $1.8M |
| Cohen & Steers, Inc. | 0.00% | No change | 107,573 | $1.7M |
| NWF Advisory Services Inc. | 0.23% | New | 98,681 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.9% | 87,131 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.7% | 83,950 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +18.6% | 83,775 | $1.4M |
| Samalin Investment Counsel, LLC | 0.53% | Add +9.9% | 80,048 | $1.3M |
| Sage Capital Management, LLC | 0.68% | Reduce -49.4% | 76,958 | $1.2M |
| City of London Investment Management Co. Ltd. | 0.11% | No change | 62,415 | $1.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.27% | Add +69.6% | 62,394 | $1.0M |
| Triumph Capital Management | 0.31% | Reduce -6.4% | 57,317 | $931K |
| Matrix Private Capital Group LLC | 0.55% | Reduce -4.0% | 54,900 | $924K |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +0.7% | 54,915 | $892K |
| Cetera Investment Advisers | 0.00% | Add +14.9% | 53,638 | $871K |
| Private Advisor Group, LLC | 0.01% | Add +50.3% | 52,130 | $847K |
| Wolverine Asset Management LLC | 0.06% | Reduce -65.5% | 47,265 | $768K |
| Guggenheim Capital LLC | 0.01% | Add +27.0% | 46,902 | $762K |
| AE Wealth Management LLC | 0.01% | Reduce -0.8% | 46,784 | $760K |
| Invesco Ltd. | 0.00% | Add +54.8% | 46,400 | $754K |
| NewEdge Advisors, LLC | 0.00% | Add +3.0% | 43,233 | $702K |
| Cyndeo Wealth Partners, LLC | 0.04% | No change | 38,308 | $622K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -11.6% | 35,360 | $574K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +0.1% | 34,688 | $563K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Reduce -8.9% | 32,755 | $532K |
| Rockefeller Capital Management L.P. | 0.00% | Add +27.9% | 32,000 | $520K |
| Readystate Asset Management LP | 0.05% | Reduce -43.0% | 31,816 | $517K |
| Stephens Inc. | 0.01% | Add +0.6% | 29,029 | $471K |
| Envestnet Asset Management Inc. | 0.00% | New | 26,249 | $426K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +12.8% | 25,222 | $410K |
| AlphaCore Capital LLC | 0.03% | New | 25,141 | $408K |
| Uhlmann Price Securities, LLC | 0.30% | Add +4.3% | 24,733 | $402K |
| WESPAC Advisors, LLC | 0.33% | New | 24,591 | $399K |
| Wedbush Securities Inc. | 0.01% | Add +0.8% | 24,117 | $392K |
| Ashton Thomas Securities, LLC | 0.11% | Add +1.3% | 23,647 | $384K |
| Sage Capital Advisors,llc | 0.10% | Add +5.1% | 23,165 | $376K |
| Compound Planning, Inc. | 0.02% | Reduce -9.0% | 22,668 | $368K |
| HighTower Advisors, LLC | 0.00% | Reduce -44.3% | 16,762 | $272K |
| Stifel Financial Corp. | 0.00% | Add +17.0% | 16,345 | $265K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +49.1% | 16,324 | $265K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -0.7% | 16,257 | $264K |
| Jane Street Group, LLC | 0.00% | Reduce -17.7% | 14,646 | $238K |
| Milestone Asset Management, LLC | 0.05% | Add +30.5% | 13,746 | $223K |
| RFG Advisory, LLC | 0.01% | New | 13,127 | $213K |
| Independent Financial Group, LLC | 0.01% | Add +2.9% | 13,025 | $212K |
| IFP Advisors, Inc | 0.01% | Add +33.0% | 12,099 | $196K |
| Goldman Sachs Group Inc. | 0.00% | Add +7.2% | 11,732 | $191K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 11,647 | $189K |
| Integrated Wealth Concepts LLC | 0.00% | New | 10,230 | $166K |
| Comerica Bank | 0.00% | Add +0.4% | 7,535 | $122K |
| SOA Wealth Advisors, LLC. | 0.02% | Reduce -1.1% | 5,771 | $94K |
| Wells Fargo & Company | 0.00% | Add +47.2% | 5,694 | $92K |
| Nexus Investment Management ULC | 0.01% | New | 3,940 | $92K |
| Rothschild Investment LLC | 0.01% | Add +3.7% | 5,483 | $89K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 5,000 | $81K |
| CoreCap Advisors, LLC | 0.00% | Reduce -34.5% | 4,754 | $77K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 4,397 | $71K |
| US Bancorp \de | 0.00% | Add +192.8% | 3,733 | $61K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -19.9% | 3,242 | $53K |
| Sunbelt Securities, Inc. | 0.00% | No change | 3,086 | $50K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,000 | $49K |
| North Star Investment Management Corp. | 0.00% | No change | 2,674 | $43K |
| Costello Asset Management, INC | 0.02% | New | 2,480 | $40K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,024 | $33K |
| Millstone Evans Group, LLC | 0.02% | Add +3.6% | 1,880 | $31K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 1,600 | $26K |
| Optimum Investment Advisors | 0.01% | No change | 1,350 | $22K |
| Ransom Advisory, Ltd | 0.01% | No change | 1,082 | $18K |
| Key Financial Inc | 0.00% | Add +3.6% | 1,058 | $17K |
| Founders Capital Management | 0.01% | No change | 1,000 | $16K |
| Truvestments Capital LLC | 0.00% | Reduce -61.2% | 968 | $16K |
| Spire Wealth Management | 0.00% | No change | 535 | $9K |
| Mather Group, Llc. | 0.00% | No change | 416 | $7K |
| Gen-Wealth Partners Inc | 0.00% | No change | 395 | $6K |
| Montag A & Associates Inc. | 0.00% | No change | 380 | $6K |
| JPMorgan Chase & Co. | 0.00% | Reduce -31.8% | 364 | $6K |
| Cwm, LLC | 0.00% | No change | 310 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 253 | $4K |
| Blue Trust, Inc. | 0.00% | No change | 237 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -96.6% | 54 | $877 |
| Geneos Wealth Management Inc. | 0.00% | New | 31 | $503 |
| Creekmur Asset Management LLC | 0.00% | No change | 24 | $390 |
| Harbour Investments, Inc. | 0.00% | Add +25.0% | 20 | $317 |
| Allworth Financial LP | 0.00% | Reduce -98.4% | 17 | $279 |
"% of holder's portfolio" is HQH's weight in each manager's 13F, not the share of Abrdn Healthcare Investors the manager owns.