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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | Buy | +57,234 | +71.1% | 137,694 | $1.85M | Q2 2026 | Aug 14, 2026 |
| Empire Financial Management Company, Llc | Sell | -39,150 | -61.5% | 24,544 | $328.89K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +38,774 | +14.3% | 310,343 | $4.16M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +26,039 | — | 26,039 | $348.93K | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Sell | -24,169 | -48.2% | 26,002 | $348.43K | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +14,840 | — | 14,840 | $198.86K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +3,785 | +273.5% | 5,169 | $69.26K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +3,275 | +9.4% | 38,109 | $510.65K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Sell | -1,701 | -8.2% | 18,942 | $253.82K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +1,000 | — | 1,000 | $13.40K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +567 | +3.4% | 17,100 | $229.14K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -295 | -0.1% | 462,541 | $6.20M | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management Llc | Buy | +25,445 | +4.0% | 667,148 | $8.94M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +11,658 | +1.0% | 1,126,037 | $15.09M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +4,234 | +2.6% | 169,075 | $2.27M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -2,681 | -3.1% | 83,648 | $1.12M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +750 | +1.9% | 41,250 | $552.75K | Q2 2026 | Aug 13, 2026 |
| Summit Financial, Llc | Sell | -9,198 | -16.5% | 46,599 | $624.42K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +8,568 | +12.1% | 79,553 | $1.07M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +6,650 | +7.7% | 92,648 | $1.24M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Sell | -1,027 | -1.5% | 69,396 | $929.90K | Q2 2026 | Aug 12, 2026 |
| Tradition Wealth Management, Llc | Sell | -892 | -4.7% | 18,271 | $244.83K | Q2 2026 | Aug 11, 2026 |
| Wolverine Asset Management Llc | Buy | +29,422 | — | 29,422 | $394.25K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -743 | -0.3% | 280,297 | $3.76M | Q2 2026 | Aug 07, 2026 |
| Pnc Financial Services Group, Inc. | Sell | -391 | -10.5% | 3,325 | $44.55K | Q2 2026 | Aug 07, 2026 |
| Alphacore Capital Llc | Buy | +984 | +1.8% | 56,336 | $754.90K | Q2 2026 | Aug 06, 2026 |
| Wealth Effects Llc | Sell | -100 | -0.2% | 39,995 | $535.93K | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott Llc | Sell | -3,866 | -1.5% | 253,887 | $3.40M | Q2 2026 | Aug 05, 2026 |
| Oppenheimer & Co Inc | Sell | -50 | -0.3% | 16,620 | $222.71K | Q2 2026 | Aug 03, 2026 |
| Assetmark, Inc | Sell | -1,276 | -80.3% | 313 | $4.19K | Q2 2026 | Jul 30, 2026 |
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.
Related THW Institutional Insights
- THW Overview
- THW 13F Institutional Holders
- THW Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- THW Insider Trading & SEC Form 4 Activity
- THW Articles
- Top Institutional Investor Stock Rankings