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ADAM

Adamas Trust

186 hedge funds and large institutions have $353M invested in Adamas Trust in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

441% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $358K

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

2% more funds holding

Funds holding: 182186 (+4)

2% less capital invested

Capital invested by funds: $361M → $353M (-$7.57M)

1.48% less ownership

Funds ownership: 54.42%52.94% (-1.5%)

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
66
Reduced
52
Closed
28
Calls
$1.94M
Puts
$358K
Net Calls
+$1.58M
Net Calls Change
+$913K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
126
GAMMA Investing
California
$58.6K -$2.79K -351 -4%
TRCT
127
Tower Research Capital (TRC)
New York
$54.1K +$17.6K +2,206 +43%
AIP
128
Ameritas Investment Partners
Nebraska
$52.3K
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$43.1K +$374 +47 +0.8%
VCM
130
Versant Capital Management
Arizona
$42.1K +$3.07K +385 +7%
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$38.9K +$29.2K +3,662 +225%
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$33.8K -$32.7K -4,106 -49%
AP
133
Atwood & Palmer
Missouri
$29.4K
MCM
134
MAI Capital Management
Ohio
$28K +$4.46K +560 +17%
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$27.7K -$1.02K -128 -3%
SCM
136
Sterling Capital Management
North Carolina
$20.9K -$16.9K -2,121 -43%
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.4K +$13.5K +1,700 +213%
PWPS
138
Pinnacle Wealth Planning Services
Ohio
$18.4K +$709 +89 +4%
US Bancorp
139
US Bancorp
Minnesota
$16.9K
DWP
140
Destiny Wealth Partners
Florida
$15.1K +$16.3K +2,045 New
EWA
141
EverSource Wealth Advisors
Alabama
$14.7K -$796 -100 -5%
FFA
142
Farther Finance Advisors
California
$13.8K +$470 +59 +3%
SAM
143
Smartleaf Asset Management
Massachusetts
$11.8K +$2.85K +358 +28%
LFG
144
Larson Financial Group
Missouri
$11.6K +$12.6K +1,581 New
SL
145
Salomon & Ludwin
Virginia
$11.4K +$6.34K +796 +108%
HI
146
Harbour Investments
Wisconsin
$10.4K +$2.64K +331 +31%
QCG
147
Quadrant Capital Group
Ohio
$10.2K -$438 -55 -4%
HFS
148
Hantz Financial Services
Michigan
$10K +$4.63K +581 +75%
PA
149
Parallel Advisors
California
$8.84K
BWA
150
Basecamp Wealth Advisors
Washington
$8.43K -$263 -33 -3%

ADAM Hedge Fund Activity: Q1 2026 in Review

186 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Adamas Trust (ADAM) for Q1 2026, worth a combined $353M — down 2.1% from $361M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ADAM positions and 28 closed out — a net gain of 8 holders — while 66 added to existing stakes and 52 trimmed.

The largest buyer was Bessemer Group, adding an estimated $4.22M. The largest seller was Allspring Global Investments, cutting an estimated $3.97M.

  • 186 institutional investors held Adamas Trust (ADAM) as of Q1 2026, up from 182 in Q4 2025.
  • Funds reported $353M of Adamas Trust stock for Q1 2026, down 2.1% quarter-over-quarter.
  • 36 funds opened new Adamas Trust positions in Q1 2026 and 28 closed out, a net change of +8 holders.
  • The largest Adamas Trust buyer in Q1 2026 was Bessemer Group, an estimated $4.22M added.
  • The largest Adamas Trust seller in Q1 2026 was Allspring Global Investments, an estimated $3.97M sold.

Based on aggregated 13F filings for Q1 2026.