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Adams Diversified Equity Fund

185 hedge funds and large institutions have $531M invested in Adams Diversified Equity Fund in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 46 reducing their positions, and 16 closing their positions.

Holders
185
Holders Change
+7
Holders Change %
+3.93%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
72
Reduced
46
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Lazard Asset Management
1
Lazard Asset Management
New York
$77.1M 3,551,179
SCM
2
Saba Capital Management
New York
$62.3M 2,870,153 -1,592,803 -36%
Morgan Stanley
3
Morgan Stanley
New York
$55.8M 2,571,414 +237,031 +10%
Cohen & Steers
4
Cohen & Steers
New York
$27M 1,244,635 +20,000 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$26.7M 1,228,172 +27,102 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$20.9M 961,820 -93,052 -9%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$20.3M 934,213 -2,628 -0.3%
B
8
Bensler
Washington
$18.6M 857,856 +70,344 +9%
1CP
9
1607 Capital Partners
Virginia
$14.6M 672,672 +19,537 +3%
PCR
10
Potrero Capital Research
California
$9.61M 442,735
WW
11
Waterfront Wealth
Kansas
$9.57M 440,707 +26,709 +6%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$9.38M 428,357 +14,834 +4%
LPL Financial
13
LPL Financial
California
$9.2M 423,984 +257,203 +154%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$8.97M 412,966 -110,702 -21%
Stifel Financial
15
Stifel Financial
Missouri
$8.12M 373,885 +11,326 +3%
AAM
16
Advisors Asset Management
Colorado
$7.58M 349,282 +4,316 +1%
HWAM
17
Hennion & Walsh Asset Management
New Jersey
$5.75M 264,995 +28,163 +12%
IFO
18
Intrepid Family Office
Florida
$5.59M 257,412
Bank of America
19
Bank of America
North Carolina
$5.29M 243,466 -15,182 -6%
PCM
20
Penserra Capital Management
California
$5.27M 242,540 +7,163 +3%
RCM
21
RB Capital Management
Nevada
$4.39M 202,109 -6,129 -3%
KAS
22
Kestra Advisory Services
Texas
$4.18M 192,759 -2,879 -1%
FC
23
FCA Corp
Texas
$4.05M 186,460 +4,652 +3%
UCI
24
Uncommon Cents Investing
Wisconsin
$4.02M 184,951 -1,081 -0.6%
CPRC
25
Consolidated Portfolio Review Corp
New York
$3.3M 152,212 +2,759 +2%