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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
AW
176
Ankerstar Wealth
Texas
$395
BHWM
177
Beaird Harris Wealth Management
Texas
$273
TCM
178
TD Capital Management
Tennessee
$272 +$8 +1 +3%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$184 +$199 +25 New
QC
180
Quent Capital
New York
$132
TWC
181
TD Waterhouse Canada
Ontario, Canada
$132 +$143 +18 New
GWM
182
Gilpin Wealth Management
Colorado
$126 +$135 +17 New
AWM
183
Abound Wealth Management
Tennessee
$111 +$119 +15 New
CTWM
184
Cherry Tree Wealth Management
Minnesota
$45
HFS
185
Hughes Financial Services
Virginia
$15 +$16 +2 New
RFG
186
Range Financial Group
Oregon
-$1.07M -146,557 Closed
ECM
187
ExodusPoint Capital Management
New York
-$889K -121,825 Closed
WAM
188
Weiss Asset Management
Massachusetts
-$510K -69,876 Closed
VC
189
VarCov Co
Connecticut
-$377K -51,673 Closed
SIM
190
SSI Investment Management
California
-$1.16M -51,438 Closed
PCM
191
Polymer Capital Management
New York
-$371K -50,764 Closed
FFP
192
FourThought Financial Partners
Florida
-$305K -41,787 Closed
CIBC World Market
193
CIBC World Market
Ontario, Canada
-$269K -36,823 Closed
Raymond James Financial
194
Raymond James Financial
Florida
-$248K -33,938 Closed
CAU
195
Caxton Associates (UK)
-$204K -28,012 Closed
VF
196
Virtu Financial
New York
-$196K -26,836 Closed
KWM
197
Kingsview Wealth Management
Oregon
-$156K -21,352 Closed
SG Americas Securities
198
SG Americas Securities
New York
-$132K -18,047 Closed
National Bank of Canada
199
National Bank of Canada
Quebec, Canada
-$131K -17,912 Closed
JAM
200
Jupiter Asset Management
United Kingdom
-$110K -15,058 Closed

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.