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abrdn Healthcare Opportunities Fund
$18.98 +0.29 (+1.55%) At close · Jul 2
Market Cap
$786.48M
Shares
41,437,475

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 88
Total Value: $130,898,932
Total Shares: 7,791,605

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 88 13F filers · Δ vs Dec 31, 2025
Top Holder
17.3%
Jun 2023 → Mar 2026 · range 13.6% – 18.5%
−0.5 pts
Top 5
55.4%
Jun 2023 → Mar 2026 · range 45.2% – 61.3%
−2.9 pts
Top 10
69.9%
Jun 2023 → Mar 2026 · range 66.0% – 76.9%
−1.2 pts
HHI
777
Jun 2023 → Mar 2026 · range 561 – 906
Broadly held−79

Quarterly Activity

vs Dec 31, 2025
New
11
Increased
31
Decreased
25
Sold Out
15
Unchanged
21
Holder count: -4
Institutional value: -10.2%
Shares held: +2.3%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mid World Investment Advisors +44,964 69,003
Small Next Level Private LLC +23,026 85,183
Large Kestra Advisory Services, LLC +20,150 61,515
Large Steward Partners Investment Advisory, LLC +19,276 129,696
Mega ROYAL BANK OF CANADA +17,907 1,143,764

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega RAYMOND JAMES FINANCIAL INC −253,703 783,686
Mega JANE STREET GROUP, LLC −39,996 32,358
Large STIFEL FINANCIAL CORP −35,739 149,318
Large Janney Montgomery Scott LLC −25,830 31,098
Mega LPL Financial LLC −25,271 307,054

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid Penserra Capital Management LLC 446,935 $7,508,508
Small Shaker Financial Services, LLC 32,600 $547,680
Large MERCER GLOBAL ADVISORS INC /ADV 20,214 $339,595
Small ADVISORTRUST PARTNERS, LLC 16,782 $281,937
Mid Virtu Financial LLC 15,474 $259,963

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Small TrueMark Investments, LLC 52,306 $1,000,613
Mid Prospera Financial Services Inc 18,622 $356,238
Large COMERICA BANK 13,836 $264,682
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 13,650 $261,123
Mega MILLENNIUM MANAGEMENT LLC 13,132 $251,215
Filter: New 11 Increased 31 Reduced 25 Sold out 15 Unchanged 21
Showing 88 of 88
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $22,616,260 17.28% 1,346,206
Mega ROYAL BANK OF CANADA Bank $19,215,234 14.68% 1,143,764
Mega RAYMOND JAMES FINANCIAL INC $13,165,923 10.06% 783,686
Mid Heron Bay Capital Management $9,985,432 7.63% 594,371
Mid Penserra Capital Management LLC $7,508,508 5.74% 446,935
Mega UBS Group AG $5,178,162 3.96% 308,224
Mega LPL Financial LLC $5,158,507 3.94% 307,054
Mega AMERIPRISE FINANCIAL INC $3,190,051 2.44% 189,884
Mid WEDBUSH SECURITIES INC Broker-Dealer $2,914,917 2.23% 173,507
Large STIFEL FINANCIAL CORP $2,508,542 1.92% 149,318
Mega FIRST TRUST ADVISORS LP $2,384,894 1.82% 141,958
Large COMMONWEALTH EQUITY SERVICES, LLC $2,307,631 1.76% 137,359
Large Steward Partners Investment Advisory, LLC $2,178,892 1.66% 129,696
Mega BANK OF AMERICA CORP /DE/ Bank $1,786,663 1.36% 106,349
Small Z3 Capital Partners, LLC $1,501,668 1.15% 89,385
Small Aviance Capital Partners, LLC $1,441,204 1.10% 85,786
Small Next Level Private LLC $1,431,074 1.09% 85,183
Mid Private Advisor Group, LLC $1,269,475 0.97% 75,564
Mid EVOLVE PRIVATE WEALTH, LLC $1,208,911 0.92% 71,959
Large Cetera Investment Advisers $1,159,552 0.89% 69,021
Mid World Investment Advisors $1,159,250 0.89% 69,003
Large CWM, LLC $1,098,014 0.84% 65,358
Large Kestra Advisory Services, LLC $1,033,452 0.79% 61,515
Large Cambridge Investment Research Advisors, Inc. $908,745 0.69% 54,092
Small Samalin Investment Counsel, LLC $771,204 0.59% 45,905
Small Westbourne Investment Advisors, Inc. $757,680 0.58% 45,100
Mid D.A. DAVIDSON & CO. $748,406 0.57% 44,548
Large OSAIC HOLDINGS, INC. $701,248 0.54% 41,741
Mid BENJAMIN EDWARDS INC $693,856 0.53% 41,301
Mid Summit Financial, LLC $666,187 0.51% 39,654
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $662,440 0.51% 39,431
Mid Kingsview Wealth Management, LLC $657,384 0.50% 39,130
Small Stolper Co $643,104 0.49% 38,280
Large COHEN & STEERS, INC. $635,796 0.49% 37,845
Mid STEPHENS INC /AR/ $633,948 0.48% 37,735
Small Shaker Financial Services, LLC $547,680 0.42% 32,600
Mega JANE STREET GROUP, LLC $543,613 0.42% 32,358
Mid Stonehage Fleming Financial Services Holdings Ltd $540,120 0.41% 32,150
Large Janney Montgomery Scott LLC $522,446 0.40% 31,098
Micro PMG Family Office LLC Family Office $517,708 0.40% 30,816
Large &PARTNERS $472,600 0.36% 28,131
Small HBK Sorce Advisory LLC $470,030 0.36% 27,978
Mid B. Riley Wealth Advisors, Inc. $461,613 0.35% 27,477
Mid OPPENHEIMER & CO INC $427,291 0.33% 25,434
Mega PNC FINANCIAL SERVICES GROUP, INC. $409,634 0.31% 24,383
Large Cerity Partners LLC $377,260 0.29% 22,456
Large MERCER GLOBAL ADVISORS INC /ADV $339,595 0.26% 20,214
Large MML INVESTORS SERVICES, LLC $337,579 0.26% 20,094
Small WORLD EQUITY GROUP, INC. $314,160 0.24% 18,700
Large COMMERCE BANK Bank $287,733 0.22% 17,127
Small ADVISORTRUST PARTNERS, LLC $281,937 0.22% 16,782
Small Tradition Wealth Management, LLC $281,232 0.21% 16,740
Mid Virtu Financial LLC $259,963 0.20% 15,474
Mid PFG Investments, LLC $254,352 0.19% 15,140
Micro Madison Park Capital Advisors, LLC $235,200 0.18% 14,000
Large FIFTH THIRD BANCORP Bank $232,444 0.18% 13,836
Small Patriot Financial Group Insurance Agency, LLC Insurance $227,740 0.17% 13,556
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $219,693 0.17% 13,077
Small ARS Wealth Advisors Group, LLC $211,612 0.16% 12,596
Small Maridea Wealth Management LLC $205,850 0.16% 12,253
Micro B.O.S.S. Retirement Advisors, LLC Pension $201,600 0.15% 12,000
Small StoneX Group Inc. $191,604 0.15% 11,405
Small NWF Advisory Services Inc. $189,168 0.14% 11,260
Mid Waverly Advisors, LLC $183,624 0.14% 10,930
Small NATIONS FINANCIAL GROUP INC, /IA/ /ADV $182,196 0.14% 10,845
Small WealthTrust Axiom LLC $176,400 0.13% 10,500
Large GUGGENHEIM CAPITAL LLC $175,089 0.13% 10,422
Mega WELLS FARGO & COMPANY/MN $134,131 0.10% 7,984
Mid Advisory Services Network, LLC $112,610 0.09% 6,703
Mid Geneos Wealth Management Inc. $69,048 0.05% 4,110
Mid EverSource Wealth Advisors, LLC $67,200 0.05% 4,000
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $48,031 0.04% 2,859
Mid Allworth Financial LP $40,320 0.03% 2,400
Small Costello Asset Management, INC $39,396 0.03% 2,345
Micro Osbon Capital Management LLC $38,808 0.03% 2,310
Small NBC SECURITIES, INC. Broker-Dealer $32,642 0.02% 1,943
Small Triumph Capital Management $31,432 0.02% 1,871
Large NewEdge Advisors, LLC $30,693 0.02% 1,827
Small GABLES CAPITAL MANAGEMENT INC. $29,316 0.02% 1,745
Mid MAI Capital Management $18,547 0.01% 1,104
Mid HARBOUR INVESTMENTS, INC. $13,876 0.01% 826
Micro Provenance Wealth Advisors, LLC $8,484 0.01% 505
Micro SWAN Capital LLC $6,854 0.01% 408
Small Strategic Wealth Partners, Ltd. $5,880 0.00% 350
Micro Tidemark, LLC $5,376 0.00% 320
Small HIGHLINE WEALTH PARTNERS LLC $3,276 0.00% 195
Mid Farther Finance Advisors, LLC $1,915 0.00% 114
Micro Fourth Dimension Wealth, LLC $117 0.00% 7
Key facts CIK 1604522 CUSIP 879105104

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