ABRDN HEALTHCARE INVESTORS (HQH): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ABRDN HEALTHCARE INVESTORS (HQH)

110 + Investors. Track Smart Money conviction in HQH. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — HQH

Based on 110 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added HQH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

110 hedge funds hold HQH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding HQH is almost the same as a year ago (+3 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 54% buying

51 buying43 selling

Last quarter: 51 funds bought or added vs 43 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 13 → 16 → 17 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new

70 out of 110 hedge funds have held HQH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

22 → 13 → 16 → 17 → 17 new funds/Q

New funds entering each quarter: 13 → 16 → 17 → 17. A growing number of institutions are discovering HQH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 12% 1-2yr ■ 25% new

Of 110 current holders: 70 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds

14 of 110 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in HQH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	110	109	0.92%
13F Shares	13M	12M	6.88%
Total Value	$242M	$221M	9.82%
New Positions	17	17	-
Increased Positions	34	41	-7
Closed Positions	16	14	+2
Reduced Positions	27	31	-4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

110

109

0.92%

13F Shares

13M

12M

6.88%

Total Value

$242M

$221M

9.82%

New Positions

Increased Positions

-7

Closed Positions

Reduced Positions

-4

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

110 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HQH. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of HQH — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Samalin Investment Counsel, LLC	0.79%	125,848	$2.2M
2	Sage Capital Management, LLC	0.52%	62,475	$1.1M
3	WESPAC Advisors, LLC	0.22%	22,860	$407K
4	DECISION INVESTMENTS, INC	0.22%	10,861	$193K
5	Harbour Wealth Management Group, Inc.	0.19%	14,536	$259K
6	Abel Hall, LLC	0.13%	33,000	$587K
7	VISTA INVESTMENT PARTNERS II, LLC	0.11%	13,154	$234K
8	Sage Capital Advisors,llc	0.08%	19,288	$343K
9	EVOLVE PRIVATE WEALTH, LLC	0.05%	57,242	$1.0M
10	Cyndeo Wealth Partners, LLC	0.04%	38,308	$681K
11	UHLMANN PRICE SECURITIES, LLC	0.03%	26,490	$471K
12	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.03%	32,488	$578K
13	OPPENHEIMER & CO INC	0.03%	116,628	$2.1M
14	Millstone Evans Group, LLC	0.02%	1,945	$35K
15	WEDBUSH SECURITIES INC	0.02%	33,778	—
16	Costello Asset Management, INC	0.01%	2,317	$41K
17	WPG Advisers, LLC	0.01%	820	$15K
18	World Investment Advisors	0.01%	34,784	$619K
19	Janney Montgomery Scott LLC	0.01%	205,248	$4K
20	Founders Capital Management	0.01%	1,000	$18K
21	Kestra Advisory Services, LLC	0.01%	128,393	$2.3M
22	BROWN, LISLE/CUMMINGS, INC.	0.01%	1,656	$29K
23	STEPHENS INC /AR/	0.01%	23,624	$420K
24	CoreCap Advisors, LLC	0.01%	8,606	$153K
25	Private Advisor Group, LLC	0.00%	55,718	$991K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — ABRDN HEALTHCARE INVESTORS (HQH)

What does the Smart Money Trend signal show for HQH?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added HQH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HQH?

Slight buying edge — 54% buying: Last quarter: 51 funds bought or added vs 43 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HQH holders?

Elite ownership — 52% AUM from top-100 funds: 14 of 110 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in HQH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HQH?

64% of holders stayed for 2+ years: 70 out of 110 hedge funds have held HQH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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ABRDN HEALTHCARE INVESTORS (HQH)

Smart Money Signals — HQH

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 54% buying

Steady new buyers — ~17 new funds per quarter

64% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 64% of holders stayed 2+ years

Elite ownership — 52% AUM from top-100 funds

Hedge Fund Ownership: HQH

Market Analysis: HQH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HQH

Hedge Fund Positioning: HQH

Statistics: HQH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ABRDN HEALTHCARE INVESTORS (HQH)

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