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
RIL
151
Rothschild Investment LLC
Illinois
$2.17K
EWA
152
EverSource Wealth Advisors
Alabama
$2.06K
GSWM
153
Golden State Wealth Management
California
$2.02K
PWMG
154
Private Wealth Management Group
New Jersey
$1.94K
UB
155
UMB Bank
Missouri
$1.43K
CIAM
156
Caitong International Asset Management
Hong Kong
$1.36K
SWM
157
Spire Wealth Management
Virginia
$1.21K
LC
158
Lindbrook Capital
California
$1.02K
PA
159
Pineridge Advisors
Missouri
$870
BIG
160
Brooklyn Investment Group
New York
$643
PFBT
161
Parkside Financial Bank & Trust
Missouri
$552
National Bank of Canada
162
National Bank of Canada
Quebec, Canada
$478
FMII
163
Farmers & Merchants Investments Inc
Nebraska
$402
SC
164
Stephens Consulting
Michigan
$357
FFA
165
Farther Finance Advisors
California
$260
BHWM
166
Beaird Harris Wealth Management
Texas
$241
Jones Financial Companies
167
Jones Financial Companies
Missouri
$163
QC
168
Quent Capital
New York
$117
TWD
169
True Wealth Design
Ohio
$117
LFG
170
Larson Financial Group
Missouri
$104
CTWM
171
Cherry Tree Wealth Management
Minnesota
$39
NA
172
NewEdge Advisors
Louisiana
$6
Balyasny Asset Management
173
Balyasny Asset Management
Illinois
EH
174
EMG Holdings
Connecticut
Jacobs Levy Equity Management
175
Jacobs Levy Equity Management
New Jersey