ADAM

Adamas Trust, Inc. Common Stock
ADAM

Overview Fund Activity

168 hedge funds and large institutions have $313M invested in Adamas Trust, Inc. Common Stock in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+11
Holders Change %
+7.01%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
34
Increased
48
Reduced
54
Closed
22
Calls
$1.2M
Puts
$40K
Net Calls
+$1.16M
Net Calls Change
+$741K

Top Buyers

1
Invesco
1
Invesco
Georgia
$19.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$4.97M
3
Jane Street
3
Jane Street
New York
$2.91M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$38.9M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.52M

Top Sellers

1
BGIM
1
Brandywine Global Investment Management
Pennsylvania
$0
2
EH
2
EMG Holdings
Connecticut
$4.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.89M
4
Charles Schwab
4
Charles Schwab
California
$6.51M
5
AA
5
AlphaCentric Advisors
Puerto Rico
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
151
Private Wealth Management Group
New Jersey
$1.81K +$1.81K +298 New
PIS
152
POM Investment Strategies
North Carolina
$1.29K +$1.29K +212 New
SWM
153
Spire Wealth Management
Virginia
$1.13K +$1.13K +187 New
LC
154
Lindbrook Capital
California
$957 -$6.4K -1,057 -87%
National Bank of Canada
155
National Bank of Canada
Quebec, Canada
$788 -$121 -20 -13%
PA
156
Pineridge Advisors
Missouri
$786 +$30 +5 +4%
RIL
157
Rothschild Investment LLC
Illinois
$636 -$454 -75 -42%
AAP
158
Arax Advisory Partners
Colorado
$382 +$382 +63 New
FMII
159
Farmers & Merchants Investments Inc
Nebraska
$376 – – –
UB
160
UMB Bank
Missouri
$261 -$2.25K -370 -90%
BHWM
161
Beaird Harris Wealth Management
Texas
$225 – – –
QC
162
Quent Capital
New York
$109 – – –
LFG
163
Larson Financial Group
Missouri
$97 – – –
CAS
164
Coppell Advisory Solutions
Texas
$52 – – –
CTWM
165
Cherry Tree Wealth Management
Minnesota
$37 – – –
BIG
166
Brooklyn Investment Group
New York
$7 +$7 +1 New
NA
167
NewEdge Advisors
Louisiana
$6 +$6 +1 New
BGIM
168
Brandywine Global Investment Management
Pennsylvania
– -$5.06M -915,546 Closed
AA
169
AlphaCentric Advisors
Puerto Rico
– -$1.27M -200,963 Closed
TSS
170
Two Sigma Securities
New York
– -$163K -25,809 Closed
FTDI
171
First Trust Direct Indexing
Massachusetts
– -$150K -23,631 Closed
SWA
172
Sax Wealth Advisors
New Jersey
– -$100K -15,876 Closed
Wolverine Trading
173
Wolverine Trading
Illinois
– -$101K -15,456 Closed
ECM
174
Everence Capital Management
Indiana
– -$97K -15,372 Closed
Creative Planning
175
Creative Planning
Kansas
– -$85.4K -13,499 Closed
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