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ADAM

Adamas Trust

182 hedge funds and large institutions have $361M invested in Adamas Trust in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $923K | Put options by funds: $257K

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

7% more capital invested

Capital invested by funds: $336M → $361M (+$24.7M)

7% more funds holding

Funds holding: 170182 (+12)

1.16% more ownership

Funds ownership: 53.26%54.42% (+1.2%)

7% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 60

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
64
Reduced
60
Closed
15
Calls
$923K
Puts
$257K
Net Calls
+$666K
Net Calls Change
-$270K
Name Holding Trade Value Shares
Change
Change in
Stake
SL
151
Salomon & Ludwin
Virginia
$5.45K +$4.58K +645 +679%
TM
152
Torren Management
California
$5.08K +$4.94K +696 New
BC
153
Barrett & Company
Rhode Island
$4.76K
UB
154
UMB Bank
Missouri
$4.52K +$1.87K +264 +74%
Optiver Holding
155
Optiver Holding
Netherlands
$3.94K -$525 -74 -12%
Group One Trading
156
Group One Trading
Illinois
$3.67K +$2.17K +305 +154%
AP
157
Aspect Partners
Virginia
$3.65K
VR
158
Vision Retirement
New Jersey
$3.48K +$3.39K +477 New
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$3.2K -$2.28K -321 -42%
GSWM
160
Golden State Wealth Management
California
$2.28K
PWMG
161
Private Wealth Management Group
New Jersey
$2.18K
HNW
162
High Note Wealth
Minnesota
$1.69K
SWM
163
Spire Wealth Management
Virginia
$1.39K +$809 +114 +150%
PFBT
164
Parkside Financial Bank & Trust
Missouri
$1.12K
BTI
165
Blue Trust Inc
Georgia
$1.09K
IA
166
IFP Advisors
Florida
$723
RIL
167
Rothschild Investment LLC
Illinois
$672 +$192 +27 +42%
AFC
168
Ares Financial Consulting
California
$504 +$490 +69 New
AAP
169
Arax Advisory Partners
Colorado
$460 -$32.4K -4,565 -99%
FMII
170
Farmers & Merchants Investments Inc
Nebraska
$453
FHA
171
Flagship Harbor Advisors
Massachusetts
$402 +$390 +55 New
AW
172
Ankerstar Wealth
Texas
$392 +$369 +52 New
Jones Financial Companies
173
Jones Financial Companies
Missouri
$307 +$78 +11 +35%
BHWM
174
Beaird Harris Wealth Management
Texas
$271
TCM
175
TD Capital Management
Tennessee
$263 +$256 +36 New

ADAM Hedge Fund Activity: Q4 2025 in Review

182 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Adamas Trust (ADAM) for Q4 2025, worth a combined $361M — up 7.3% from $336M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ADAM positions and 15 closed out — a net gain of 14 holders — while 64 added to existing stakes and 60 trimmed.

The largest buyer was Prudential Financial, adding an estimated $2.59M. The largest seller was Allspring Global Investments, cutting an estimated $1.68M.

  • 182 institutional investors held Adamas Trust (ADAM) as of Q4 2025, up from 170 in Q3 2025.
  • Funds reported $361M of Adamas Trust stock for Q4 2025, up 7.3% quarter-over-quarter.
  • 29 funds opened new Adamas Trust positions in Q4 2025 and 15 closed out, a net change of +14 holders.
  • The largest Adamas Trust buyer in Q4 2025 was Prudential Financial, an estimated $2.59M added.
  • The largest Adamas Trust seller in Q4 2025 was Allspring Global Investments, an estimated $1.68M sold.

Based on aggregated 13F filings for Q4 2025.