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ADAM

Adamas Trust

186 hedge funds and large institutions have $353M invested in Adamas Trust in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

441% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $358K

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

2% more funds holding

Funds holding: 182186 (+4)

2% less capital invested

Capital invested by funds: $361M → $353M (-$7.57M)

1.48% less ownership

Funds ownership: 54.42%52.94% (-1.5%)

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
66
Reduced
52
Closed
28
Calls
$1.94M
Puts
$358K
Net Calls
+$1.58M
Net Calls Change
+$913K
Name Holding Trade Value Shares
Change
Change in
Stake
S
151
SignatureFD
Georgia
$7.91K +$1.5K +188 +21%
EP
152
Essential Partners
California
$5.5K
Group One Trading
153
Group One Trading
Illinois
$5.04K +$1.45K +182 +36%
BC
154
Barrett & Company
Rhode Island
$4.8K
UB
155
UMB Bank
Missouri
$4.64K +$96 +12 +2%
Los Angeles Capital Management
156
Los Angeles Capital Management
California
$4.62K -$911K -114,412 -99%
VR
157
Vision Retirement
New Jersey
$3.51K
Optiver Holding
158
Optiver Holding
Netherlands
$2.33K -$1.78K -224 -41%
GSWM
159
Golden State Wealth Management
California
$2.3K
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
$2.25K +$2.44K +306 New
PWMG
161
Private Wealth Management Group
New Jersey
$2.19K
QT
162
Quantbot Technologies
New York
$2K +$2.17K +272 New
HNW
163
High Note Wealth
Minnesota
$1.7K
RIL
164
Rothschild Investment LLC
Illinois
$1.44K +$828 +104 +113%
CFSG
165
Community Financial Services Group
Vermont
$1.42K +$1.54K +193 New
SWM
166
Spire Wealth Management
Virginia
$1.4K
RFP
167
Root Financial Partners
California
$1.38K +$1.5K +188 New
PFBT
168
Parkside Financial Bank & Trust
Missouri
$1.13K
ASN
169
Advisory Services Network
Georgia
$997 +$1.07K +135 New
Jones Financial Companies
170
Jones Financial Companies
Missouri
$869 +$621 +78 +186%
IA
171
IFP Advisors
Florida
$729
KFAS
172
Keating Financial Advisory Services
Kansas
$596 +$645 +81 New
AFC
173
Ares Financial Consulting
California
$507
FC
174
Financial Consulate
Maryland
$479 +$518 +65 New
FMII
175
Farmers & Merchants Investments Inc
Nebraska
$456

ADAM Hedge Fund Activity: Q1 2026 in Review

186 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Adamas Trust (ADAM) for Q1 2026, worth a combined $353M — down 2.1% from $361M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ADAM positions and 28 closed out — a net gain of 8 holders — while 66 added to existing stakes and 52 trimmed.

The largest buyer was Bessemer Group, adding an estimated $4.22M. The largest seller was Allspring Global Investments, cutting an estimated $3.97M.

  • 186 institutional investors held Adamas Trust (ADAM) as of Q1 2026, up from 182 in Q4 2025.
  • Funds reported $353M of Adamas Trust stock for Q1 2026, down 2.1% quarter-over-quarter.
  • 36 funds opened new Adamas Trust positions in Q1 2026 and 28 closed out, a net change of +8 holders.
  • The largest Adamas Trust buyer in Q1 2026 was Bessemer Group, an estimated $4.22M added.
  • The largest Adamas Trust seller in Q1 2026 was Allspring Global Investments, an estimated $3.97M sold.

Based on aggregated 13F filings for Q1 2026.