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Adams Diversified Equity Fund
ADX

Overview Fund Activity

182 hedge funds and large institutions have $1.75B invested in Adams Diversified Equity Fund in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
182
Holders Change
+13
Holders Change %
+7.69%
% of All Funds
2.42%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
25
Increased
77
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.21B
2
Morgan Stanley
2
Morgan Stanley
New York
$49.9M
3
1CP
3
1607 Capital Partners
Virginia
$15.1M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$60.5M
5
Cohen & Steers
5
Cohen & Steers
New York
$24.9M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$110M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$10.8M
3
LCM
3
Landscape Capital Management
New Jersey
$2.72M
4
PIWA
4
Prevail Innovative Wealth Advisors
Kansas
$2.54M
5
Millennium Management
5
Millennium Management
New York
$329K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$3.78M +$1.02M +50,432 +37%
FC
27
FCA Corp
Texas
$3.66M +$193K +9,545 +6%
Osaic Holdings
28
Osaic Holdings
Arizona
$3.16M +$372K +18,419 +13%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$3.01M +$138K +6,845 +5%
SFS
30
Shaker Financial Services
Virginia
$2.99M -$1.18M -58,338 -28%
CIA
31
Concurrent Investment Advisors
Florida
$2.92M +$2.27M +112,482 +353%
IWC
32
Integrated Wealth Concepts
Massachusetts
$2.88M -$48.7K -2,409 -2%
LPL Financial
33
LPL Financial
California
$2.85M +$358K +17,743 +14%
MWM
34
MinichMacGregor Wealth Management
New York
$2.73M +$25.1K +1,241 +0.9%
LCM
35
Landscape Capital Management
New Jersey
$2.72M -$5.63M -278,544 -67%
GAI
36
General American Investors
New York
$2.65M – – –
DADC
37
D.A. Davidson & Co
Montana
$2.62M +$50.9K +2,522 +2%
PIWA
38
Prevail Innovative Wealth Advisors
Kansas
$2.54M -$3.41M -168,861 -57%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$2.28M – – –
CPRC
40
Consolidated Portfolio Review Corp
New York
$2.23M +$2.23M +110,161 New
DCM
41
Delta Capital Management
New Jersey
$2.13M -$202 -10 -0%
PWA
42
Providence Wealth Advisors
Illinois
$2.05M – – –
RGC
43
Roberts, Glore & Co
Illinois
$1.96M +$188K +9,288 +11%
SC
44
Stolper & Co
Oklahoma
$1.9M +$70.8K +3,507 +4%
AWA
45
ARQ Wealth Advisors
Arizona
$1.66M +$203K +10,047 +14%
TJHA
46
Thomas J. Herzfeld Advisors
Florida
$1.65M +$103K +5,176 +7%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.57M -$12.4K -614 -0.8%
GEM
48
Global Endowment Management
North Carolina
$1.53M +$133K +6,560 +9%
PAMP
49
Polar Asset Management Partners
Ontario, Canada
$1.51M +$1.51M +74,837 New
WA
50
Waverly Advisors
Alabama
$1.33M +$1.33M +65,791 New
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