
abrdn Healthcare Investors is a publicly traded company on XNYS. As of Q3 2025, 110 institutional investors hold shares in this company, with total holdings valued at $182.9M. MORGAN STANLEY is the largest holder with a position valued at $77.6M.
Overview of institutional ownership in HQH as of Q3 2025
Institutions with the largest positions in HQH as of Q3 2025
| Institution | Position Value |
|---|---|
MORGAN STANLEY RIA/Wealth | $77.6M 0.00% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $21.9M 0.01% of portfolio |
AMERIPRISE FINANCIAL INC Institution | $7.6M 0.00% of portfolio |
L LPL Financial LLC Institution | $7.5M 0.00% of portfolio |
Advisors Asset Management, Inc. ETF Provider | $6.7M 0.11% of portfolio |
NEEDHAM INVESTMENT MANAGEMENT LLC Hedge Fund•Long/Short | $5.4M 0.38% of portfolio |
WNY Asset Management, LLC RIA/Wealth | $3.9M 0.38% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $3.5M 0.00% of portfolio |
UBS Group AG Institution | $2.9M 0.00% of portfolio |
NWF Advisory Services Inc. RIA/Wealth | $2.6M 0.28% of portfolio |
Institutional buying and selling activity for HQH in Q3 2025
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$7.7M +415.5K shares |
Thomas J. Herzfeld Advisors, Inc. Long Only Manager | +$1.7M +94.6K shares |
AMERIPRISE FINANCIAL INC Institution | +$1.2M +64.9K shares |
Goss Wealth Management LLC RIA/Wealth | +$1.1M +57.5K shares |
Pensionmark Financial Group, LLC Pension/Endowment | +$918.9K +49.8K shares |
UBS Group AG Institution | +$843.7K +45.7K shares |
NWF Advisory Services Inc. RIA/Wealth | +$652.1K +35.3K shares |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral | +$476.7K +25.8K shares |
Creative Planning RIA/Wealth | +$374.1K +20.3K shares |
Invesco Ltd. ETF Provider | +$356.0K +19.3K shares |
| Institution | Net Sold |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$2.1M −113.7K shares |
S Saba Capital Management, L.P. Hedge Fund•Multi-Strategy | −$1.5M −83.5K shares |
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy | −$1.1M −73.8K shares |
J JANE STREET GROUP, LLC Institution | −$1.1M −71.4K shares |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$989.2K −63.9K shares |
FIRST TRUST ADVISORS LP ETF Provider | −$700.4K −37.9K shares |
OPPENHEIMER & CO INC RIA/Wealth | −$589.9K −32.0K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | −$367.0K −23.7K shares |
W WETHERBY ASSET MANAGEMENT INC RIA/Wealth | −$301.2K −19.4K shares |
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$292.3K −18.9K shares |
Institutions that initiated new positions or completely exited HQH in Q3 2025
| Institution | Position Value |
|---|---|
Pensionmark Financial Group, LLC Pension/Endowment | $918.9K 49.8K shares |
B BENJAMIN EDWARDS INC Institution | $233.7K 12.7K shares |
Guerra Advisors Inc RIA/Wealth | $38.7K 2.1K shares |
E EASTERN BANK Institution | $30.0K 1.6K shares |
HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $18.5K 1.0K shares |
Mountain Hill Investment Partners Corp. RIA/Wealth | $9.2K 500.0 shares |
R Russell Investments Group, Ltd. RIA/Wealth | $8.7K 470.0 shares |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $3.9K 213.0 shares |
Ancora Advisors, LLC RIA/Wealth | $1.4K 75.0 shares |
CWM, LLC RIA/Wealth | - - shares |
| Institution | Previous Position |
|---|---|
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy | $1.1M 73.8K shares |
J JANE STREET GROUP, LLC Institution | $1.1M 71.4K shares |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $989.2K 63.9K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | $367.0K 23.7K shares |
W WETHERBY ASSET MANAGEMENT INC RIA/Wealth | $301.2K 19.4K shares |
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $292.3K 18.9K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $272.5K 17.6K shares |
MILESTONE ASSET MANAGEMENT, LLC RIA/Wealth | $184.5K 11.9K shares |
N Nexus Investment Management Inc. Private Equity | $61.0K 3.9K shares |
C Colonial Asset Management, Inc. RIA/Wealth | $57.3K 3.7K shares |
Institutions with the largest Call and Put options positions in HQH as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with HQH as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Smith Asset Management Co., LLC RIA/Wealth | 1.85% $2.2M |
Thomas J. Herzfeld Advisors, Inc. Long Only Manager | 0.60% $1.7M |
Samalin Investment Counsel, LLC RIA/Wealth | 0.59% $1.7M |
Sage Capital Management, LLC RIA/Wealth | 0.51% $1.1M |
MATRIX PRIVATE CAPITAL GROUP LLC RIA/Wealth | 0.46% $876.0K |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth | 0.42% $2.2M |
WNY Asset Management, LLC RIA/Wealth | 0.38% $3.9M |
NEEDHAM INVESTMENT MANAGEMENT LLC Hedge Fund•Long/Short | 0.38% $5.4M |
WESPAC Advisors, LLC RIA/Wealth | 0.30% $513.5K |
NWF Advisory Services Inc. RIA/Wealth | 0.28% $2.6M |
Discover hedge funds investing in HQH


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $48.4M | 3.06% | |
Aerospace & Defense Industrials | $27.5M | 1.74% | |
Beverages - Non-Alcoholic Consumer Defensive | $23.5M | 1.48% |
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