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ADAM

Adamas Trust
ADAM

172 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, 52 increasing their positions, 58 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $959K | Put options by funds: $328K

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

5% more capital invested

Capital invested by funds: $319M → $335M (+$15.3M)

0.95% more ownership

Funds ownership: 54.2% → 55.16% (+0.95%)

0% more funds holding

Funds holding: 172 → 172 (0)

10% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 58

Holders
172
Holders Change
–
Holders Change %
0%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
52
Reduced
58
Closed
28
Calls
$959K
Puts
$328K
Net Calls
+$631K
Net Calls Change
-$797K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$3.5M
2
Invesco
Invesco
Georgia
+$2.57M
3
UBS Group
UBS Group
Switzerland
+$2.15M
4
SBH
Segall Bryant & Hamill
Illinois
+$2.12M
5
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$6.34M
2
Goldman Sachs
Goldman Sachs
New York
-$1.67M
3
Jane Street
Jane Street
New York
-$925K
4
WAM
Wolverine Asset Management
Illinois
-$862K
5
UBS AM
UBS AM
Illinois
-$861K
Name Holding Trade Value Shares
Change 		Change in
Stake
S
151
SignatureFD
Georgia
$2.25K +$2.13K +336 New
GSWM
152
Golden State Wealth Management
California
$2.09K – – –
National Bank of Canada
153
National Bank of Canada
Quebec, Canada
$2.04K +$1.47K +231 +312%
HFS
154
Hantz Financial Services
Michigan
$2K +$1.75K +275 New
PWMG
155
Private Wealth Management Group
New Jersey
$2K – – –
UB
156
UMB Bank
Missouri
$1.94K +$438 +69 +31%
TPWA
157
Twin Peaks Wealth Advisors
California
$1.77K +$1.66K +261 New
HNW
158
High Note Wealth
Minnesota
$1.55K -$691 -109 -32%
SWM
159
Spire Wealth Management
Virginia
$1.25K – – –
RIL
160
Rothschild Investment LLC
Illinois
$1.07K -$1.11K -175 -52%
PFBT
161
Parkside Financial Bank & Trust
Missouri
$1.03K +$431 +68 +80%
PA
162
Pineridge Advisors
Missouri
$929 +$32 +5 +4%
IA
163
IFP Advisors
Florida
$469 +$393 +62 New
AAP
164
Arax Advisory Partners
Colorado
$423 -$3.27K -516 -89%
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$415 – – –
Jones Financial Companies
166
Jones Financial Companies
Missouri
$372 +$197 +31 +124%
SC
167
Stephens Consulting
Michigan
$369 – – –
CT
168
Clearstead Trust
Maine
$315 +$298 +47 New
BHWM
169
Beaird Harris Wealth Management
Texas
$248 – – –
LFG
170
Larson Financial Group
Missouri
$114 +$6 +1 +6%
CTWM
171
Cherry Tree Wealth Management
Minnesota
$41 – – –
XT
172
XTX Topco
Cayman Islands
– -$365K -56,201 Closed
CF
173
Corebridge Financial
Texas
– -$308K -47,383 Closed
YIH
174
Y-Intercept (HK)
Hong Kong
– -$285K -43,939 Closed
Citadel Advisors
175
Citadel Advisors
Florida
– -$219K -33,732 Closed
4 5 6
7
8

ADAM Hedge Fund Activity: Q2 2025 in Review

172 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Adamas Trust (ADAM) for Q2 2025, worth a combined $335M — up 4.8% from $319M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ADAM positions and 28 closed out — a net gain of 2 holders — while 52 added to existing stakes and 58 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $3.5M. The largest seller was BlackRock, cutting an estimated $6.34M.

  • 172 institutional investors held Adamas Trust (ADAM) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $335M of Adamas Trust stock for Q2 2025, up 4.8% quarter-over-quarter.
  • 30 funds opened new Adamas Trust positions in Q2 2025 and 28 closed out, a net change of +2 holders.
  • The largest Adamas Trust buyer in Q2 2025 was JP Morgan Chase, an estimated $3.5M added.
  • The largest Adamas Trust seller in Q2 2025 was BlackRock, an estimated $6.34M sold.

Based on aggregated 13F filings for Q2 2025.