Recent 13F Filings: Analyzing AbbVie Inc. Holdings
In the latest round of 13F filings for the quarter ending June 30, 2025, AbbVie Inc. (Ticker: ABBV) has drawn considerable attention, being held by 15 different funds. When numerous hedge fund managers appear to align in their investment choices, it can signal an opportunity to delve deeper into the stock’s performance and prospects.
Understanding 13F Filings
Before diving into AbbVie’s recent investor actions, it’s crucial to understand that 13F filings reveal only part of the investment landscape. These reports require funds to disclose their long positions but do not mandate the reporting of any short positions. This means a fund may hold a long position in AbbVie while simultaneously betting against it through shorts. Therefore, while a fund’s reported holdings may suggest optimism, the complete picture might be more complex.
Shifts in AbbVie Holdings
This recent batch of 13F filings has displayed some noteworthy changes in AbbVie positions among various funds. Below is a summary of how these investments evolved from the previous period.
Changes in Fund Holdings
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in thousands) |
|---|---|---|---|
| Raiffeisen Bank International AG | Existing | -18,503 | -$10,185 |
| Mosaic Family Wealth Partners LLC | Existing | -1,028 | -$338 |
| Landaas & Co. WI ADV | Existing | +53 | -$107 |
| Intrust Bank NA | Existing | +844 | -$418 |
| Rothschild Investment LLC | Existing | -2,114 | -$2,883 |
| Poehling Capital Management INC. | Existing | +50 | -$87 |
| Nomura Asset Management Co. Ltd. | Existing | -65,941 | -$42,087 |
| Citigroup Inc. | Existing | -281,309 | -$131,472 |
| Slagle Financial LLC | Existing | +27 | -$110 |
| FSA Wealth Management LLC | Existing | -57 | -$39 |
| Delta Asset Management LLC TN | Existing | -284 | -$842 |
| Knott David M Jr | Existing | UNCH | -$120 |
| Pinnacle Financial Group LLC IL | Existing | +47 | -$24 |
| PAX Financial Group LLC | Existing | -356 | -$131 |
| Midwest Professional Planners LTD. | Existing | +401 | -$252 |
Aggregate Changes
Overall, in terms of shares, there was a net decrease for AbbVie as 8 funds reduced their holdings, while 6 funds increased theirs. The total change across all listed funds was a loss of 368,170 shares, amounting to a decrease in market value of $189,095,000.
From all funds holding AbbVie, the total share count rose from 228,713,536 to 237,395,195 shares, representing an increase of approximately 3.80%.
Noteworthy Funds Holding AbbVie
As of June 30, 2025, the leading funds holding AbbVie shares included several prominent players. This demonstrates a significant level of interest and investment in AbbVie despite the fluctuations seen in individual fund holdings.
Conclusion
With ongoing scrutiny of 13F filings, the aggregate data across multiple hedge funds presents intriguing insights and investment considerations for AbbVie Inc. As these reports continue to emerge, they provide a valuable resource for investors seeking to better understand market trends and sentiment surrounding key stocks like AbbVie.
Stay tuned for ongoing updates and stories related to hedge fund activity and its implications on the market, as further research into AbbVie and similar stocks could yield beneficial investment opportunities.
