ADAM

Adamas Trust

173 hedge funds and large institutions have $320M invested in Adamas Trust in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.62% less ownership

Funds ownership: 56.88%54.26% (-2.6%)

18% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 61

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
173
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.44M
Puts
$11K
Net Calls
Net Calls Change

Top Sellers

1 -$5.93M
2 -$4.4M
3 -$3.05M
4
BlackRock
BlackRock
New York
-$2.93M
5
Goldman Sachs
Goldman Sachs
New York
-$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$23.2K
MCM
127
MAI Capital Management
Ohio
$19.2K
GI
128
GAMMA Investing
California
$19.1K
TRCT
129
Tower Research Capital (TRC)
New York
$17.6K
TVWM
130
Tower View Wealth Management
Wisconsin
$17.2K
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$17K
GT
132
Glenmede Trust
Pennsylvania
$14.4K
QCG
133
Quadrant Capital Group
Ohio
$11.3K
SCM
134
Sterling Capital Management
North Carolina
$10.2K
PA
135
Parallel Advisors
California
$10K
SAM
136
Smartleaf Asset Management
Massachusetts
$8.7K
HI
137
Harbour Investments
Wisconsin
$8.11K
PBK
138
Peoples Bank (Kansas)
Kansas
$7.3K
PA
139
PSI Advisors
Florida
$6.49K
Russell Investments Group
140
Russell Investments Group
United Kingdom
$5.81K
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.19K
CCM
142
Coldstream Capital Management
Washington
$4.99K
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$4.86K
AF
144
Allworth Financial
California
$4.75K
BC
145
Barrett & Company
Rhode Island
$4.23K
Bessemer Group
146
Bessemer Group
New Jersey
$4K
AAP
147
Arax Advisory Partners
Colorado
$3.76K
AP
148
Aspect Partners
Virginia
$3.25K
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$2.53K
HNW
150
High Note Wealth
Minnesota
$2.21K