ABRDN WORLD HEALTHCARE FUND (THW) Institutional Ownership Changes & 13F Activity

ABRDN WORLD HEALTHCARE FUND (THW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Osaic Holdings, Inc., Empire Financial Management Company, Llc, Raymond James Financial Inc, Wolverine Asset Management Llc, and Ameriprise Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Osaic Holdings, Inc.Buy+57,234+71.1%137,694$1.85MQ2 2026Aug 14, 2026
Empire Financial Management Company, LlcSell-39,150-61.5%24,544$328.89KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+38,774+14.3%310,343$4.16MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+26,03926,039$348.93KQ2 2026Aug 14, 2026
Millennium Management LlcSell-24,169-48.2%26,002$348.43KQ2 2026Aug 14, 2026
Invesco Ltd.Buy+14,84014,840$198.86KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+3,785+273.5%5,169$69.26KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+3,275+9.4%38,109$510.65KQ2 2026Aug 14, 2026
Xtx Topco LtdSell-1,701-8.2%18,942$253.82KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+1,0001,000$13.40KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+567+3.4%17,100$229.14KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-295-0.1%462,541$6.20MQ2 2026Aug 14, 2026
Penserra Capital Management LlcBuy+25,445+4.0%667,148$8.94MQ2 2026Aug 13, 2026
Morgan StanleyBuy+11,658+1.0%1,126,037$15.09MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+4,234+2.6%169,075$2.27MQ2 2026Aug 13, 2026
Ubs Group AgSell-2,681-3.1%83,648$1.12MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+750+1.9%41,250$552.75KQ2 2026Aug 13, 2026
Summit Financial, LlcSell-9,198-16.5%46,599$624.42KQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+8,568+12.1%79,553$1.07MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+6,650+7.7%92,648$1.24MQ2 2026Aug 12, 2026
Newedge Advisors, LlcSell-1,027-1.5%69,396$929.90KQ2 2026Aug 12, 2026
Tradition Wealth Management, LlcSell-892-4.7%18,271$244.83KQ2 2026Aug 11, 2026
Wolverine Asset Management LlcBuy+29,42229,422$394.25KQ2 2026Aug 10, 2026
Lpl Financial LlcSell-743-0.3%280,297$3.76MQ2 2026Aug 07, 2026
Pnc Financial Services Group, Inc.Sell-391-10.5%3,325$44.55KQ2 2026Aug 07, 2026
Alphacore Capital LlcBuy+984+1.8%56,336$754.90KQ2 2026Aug 06, 2026
Wealth Effects LlcSell-100-0.2%39,995$535.93KQ2 2026Aug 06, 2026
Janney Montgomery Scott LlcSell-3,866-1.5%253,887$3.40MQ2 2026Aug 05, 2026
Oppenheimer & Co IncSell-50-0.3%16,620$222.71KQ2 2026Aug 03, 2026
Assetmark, IncSell-1,276-80.3%313$4.19KQ2 2026Jul 30, 2026
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Frequently asked questions about THW activity

  • Which institutional owners are buying THW?

    Institutional owners buying THW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in THW activity?

    "Buy" means an investor increased their reported position in THW compared to the prior reporting period. This reflects growing exposure to ABRDN WORLD HEALTHCARE FUND (THW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in THW increasing?

    Institutional interest in THW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.