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Adams Diversified Equity Fund
ADX

Overview Fund Activity

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
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$9.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$55.8M
3
WIA
3
Westbourne Investment Advisors
Maryland
$1.55M
4
MIC
4
Means Investment Company
Maine
$1.55M
5
B
5
Bensler
Washington
$18.6M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$62.3M
2
JRCM
2
Jones Road Capital Management
New York
$0
3
SFS
3
Shaker Financial Services
Virginia
$0
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$8.97M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$3.24M 149,468 -1,038 -0.7%
PWH
27
Priebe Wealth Holdings
Minnesota
$3.24M 149,363 -31,907 -18%
Wells Fargo
28
Wells Fargo
California
$3.12M 143,862 -13,951 -9%
IWC
29
Integrated Wealth Concepts
Massachusetts
$3.07M 141,488 -1,089 -0.8%
Osaic Holdings
30
Osaic Holdings
Arizona
$3.07M 151,650 -14,816 -9%
RGC
31
Roberts, Glore & Co
Illinois
$3.02M 139,235 +22,853 +20%
GAI
32
General American Investors
New York
$2.85M 131,124 – –
DADC
33
D.A. Davidson & Co
Montana
$2.79M 128,425 -840 -0.6%
AWA
34
ARQ Wealth Advisors
Arizona
$2.56M 134,567 – –
Ameriprise
35
Ameriprise
Minnesota
$2.37M 106,697 +12,663 +13%
DCM
36
Delta Capital Management
New Jersey
$2.29M 105,466 – –
SC
37
Stolper & Co
Oklahoma
$2.15M 98,831 +2,737 +3%
PWA
38
Providence Wealth Advisors
Illinois
$2.14M 98,953 – –
UBS Group
39
UBS Group
Switzerland
$1.75M 80,818 +19,124 +31%
WIA
40
Westbourne Investment Advisors
Maryland
$1.55M 71,500 +71,500 New
MIC
41
Means Investment Company
Maine
$1.55M 71,425 +71,425 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.5M 68,965 -6,350 -8%
WA
43
Waverly Advisors
Alabama
$1.47M 67,600 +399 +0.6%
Corient Private Wealth
44
Corient Private Wealth
Florida
$1.42M 65,476 +251 +0.4%
DT
45
Diversified Trust
Tennessee
$1.39M 64,058 – –
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$1.37M 63,215 +2,944 +5%
AA
47
Ancora Advisors
Ohio
$1.36M 62,678 -1,032 -2%
HighTower Advisors
48
HighTower Advisors
Illinois
$1.35M 62,024 +38,728 +166%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$1.27M 59,025 +16,104 +38%
MFG
50
Merit Financial Group
Georgia
$1.18M 54,328 +6,198 +13%
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