ADAM

Adamas Trust

173 hedge funds and large institutions have $335M invested in Adamas Trust in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
$959K
Puts
$328K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
151
Smartleaf Asset Management
Massachusetts
$2.93K
S
152
SignatureFD
Georgia
$2.25K
GSWM
153
Golden State Wealth Management
California
$2.09K
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$2.04K
HFS
155
Hantz Financial Services
Michigan
$2K
PWMG
156
Private Wealth Management Group
New Jersey
$2K
UB
157
UMB Bank
Missouri
$1.94K
TPWA
158
Twin Peaks Wealth Advisors
California
$1.77K
HNW
159
High Note Wealth
Minnesota
$1.55K
SWM
160
Spire Wealth Management
Virginia
$1.25K
RIL
161
Rothschild Investment LLC
Illinois
$1.07K
PFBT
162
Parkside Financial Bank & Trust
Missouri
$1.03K
PA
163
Pineridge Advisors
Missouri
$929
IA
164
IFP Advisors
Florida
$469
AAP
165
Arax Advisory Partners
Colorado
$423
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$415
Jones Financial Companies
167
Jones Financial Companies
Missouri
$372
SC
168
Stephens Consulting
Michigan
$369
CT
169
Clearstead Trust
Maine
$315
BHWM
170
Beaird Harris Wealth Management
Texas
$248
LFG
171
Larson Financial Group
Missouri
$114
CTWM
172
Cherry Tree Wealth Management
Minnesota
$41
XT
173
XTX Topco
Cayman Islands
CF
174
Corebridge Financial
Texas
YIH
175
Y-Intercept (HK)
Hong Kong