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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Penserra Capital Management Llc, Morgan Stanley, Royal Bank Of Canada, Cornerstone Advisors, Llc, and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Marex Group Plc | Sell | -15,438 | -100.0% | 0 | $0.00 | Q4 2025 | Apr 02, 2026 |
| Nwf Advisory Services Inc. | Buy | +12,400 | — | 12,400 | $158.47K | Q4 2025 | Mar 03, 2026 |
| Sunbelt Securities, Inc. | Buy | +581 | — | 581 | $7.42K | Q4 2025 | Feb 20, 2026 |
| Raymond James Financial Inc | Buy | +255,761 | — | 255,761 | $3.27M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +73,620 | — | 73,620 | $940.87K | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +12,256 | — | 12,256 | $156.64K | Q4 2025 | Feb 18, 2026 |
| Ameriflex Group, Inc. | Buy | +4,150 | — | 4,150 | $53.04K | Q4 2025 | Feb 18, 2026 |
| Royal Bank Of Canada | Buy | +446,743 | — | 446,743 | $5.71M | Q4 2025 | Feb 17, 2026 |
| Readystate Asset Management Lp | Buy | +151,724 | — | 151,724 | $1.94M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +129,764 | — | 129,764 | $1.66M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +80,320 | — | 80,320 | $1.03M | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +40,500 | — | 40,500 | $517.59K | Q4 2025 | Feb 17, 2026 |
| Blair William & Co/Il | Buy | +38,300 | — | 38,300 | $489.47K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +33,239 | — | 33,239 | $424.79K | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +29,001 | — | 29,001 | $370.63K | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +25,741 | — | 25,741 | $328.97K | Q4 2025 | Feb 17, 2026 |
| Abel Hall, Llc | Buy | +19,000 | — | 19,000 | $242.82K | Q4 2025 | Feb 17, 2026 |
| Cdkv Holdings Llc | Buy | +650 | — | 650 | $8.31K | Q4 2025 | Feb 17, 2026 |
| Morgan Stanley | Buy | +1,116,058 | — | 1,116,058 | $14.26M | Q4 2025 | Feb 13, 2026 |
| Cornerstone Advisors, Llc | Buy | +321,221 | — | 321,221 | $4.11M | Q4 2025 | Feb 13, 2026 |
| Stifel Financial Corp | Buy | +66,256 | — | 66,256 | $846.75K | Q4 2025 | Feb 13, 2026 |
| Summit Financial, Llc | Buy | +57,101 | — | 57,101 | $736.41K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +49,102 | — | 49,102 | $627.53K | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +39,603 | — | 39,603 | $506.12K | Q4 2025 | Feb 13, 2026 |
| Mariner, Llc | Buy | +11,546 | — | 11,546 | $147.56K | Q4 2025 | Feb 13, 2026 |
| Sargent Investment Group, Llc | Buy | +10,000 | — | 10,000 | $127.80K | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, Llc | Buy | +1,403 | — | 1,403 | $17.94K | Q4 2025 | Feb 13, 2026 |
| Mai Capital Management | Buy | +507 | — | 507 | $6.48K | Q4 2025 | Feb 13, 2026 |
| Penserra Capital Management Llc | Buy | +1,187,524 | — | 1,187,524 | $15.18M | Q4 2025 | Feb 12, 2026 |
| Commonwealth Equity Services, Llc | Buy | +232,735 | — | 232,735 | $2.97M | Q4 2025 | Feb 12, 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
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- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
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- THW Insider Trading & SEC Form 4 Activity
- THW Articles
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