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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
Two Sigma Advisers
201
Two Sigma Advisers
New York
-$94.5K -12,951 Closed
Mariner
202
Mariner
Kansas
-$85.8K -11,761 Closed
Cetera Investment Advisers
203
Cetera Investment Advisers
Illinois
-$78.7K -10,787 Closed
A
204
AlphaQuest
New York
-$40.8K -5,589 Closed
KAS
205
Kestra Advisory Services
Texas
-$31.5K -4,312 Closed
CWIG
206
Chung Wu Investment Group
Texas
-$10.9K -1,500 Closed
TM
207
Torren Management
California
-$5.08K -696 Closed
AP
208
Aspect Partners
Virginia
-$3.65K -500 Closed
BTI
209
Blue Trust Inc
Georgia
-$1.09K -150 Closed
AAP
210
Arax Advisory Partners
Colorado
-$460 -63 Closed
FHA
211
Flagship Harbor Advisors
Massachusetts
-$402 -55 Closed
LWMI
212
Legacy Wealth Management (Idaho)
Idaho
-$201 -27 Closed
CA
213
Clearstead Advisors
Ohio
-$73 -10 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.