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Adams Diversified Equity Fund
ADX

184 hedge funds and large institutions have $1.75B invested in Adams Diversified Equity Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

217% more capital invested

Capital invested by funds: $552M → $1.75B (+$1.2B)

157% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 30

9% more funds holding

Funds holding: 169 → 184 (+15)

2.83% more ownership

Funds ownership: 20.73% → 23.56% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
184
Holders Change
+15
Holders Change %
+8.88%
% of All Funds
2.42%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
27
Increased
77
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.5M
2
1CP
1607 Capital Partners
Virginia
+$3.31M
3
Lazard Asset Management
Lazard Asset Management
New York
+$3.07M
4
Cohen & Steers
Cohen & Steers
New York
+$2.99M
5
B
Bensler
Washington
+$2.43M

Top Sellers

1
SCM
Saba Capital Management
New York
-$21.2M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$7.77M
3
LCM
Landscape Capital Management
New Jersey
-$5.94M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$3.6M
5
Millennium Management
Millennium Management
New York
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$3.78M +$1.08M +50,432 +37%
FC
27
FCA Corp
Texas
$3.66M +$204K +9,545 +6%
Osaic Holdings
28
Osaic Holdings
Arizona
$3.16M +$393K +18,419 +13%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$3.01M +$146K +6,845 +5%
SFS
30
Shaker Financial Services
Virginia
$2.99M -$1.24M -58,338 -28%
CIA
31
Concurrent Investment Advisors
Florida
$2.92M +$2.4M +112,482 +353%
IWC
32
Integrated Wealth Concepts
Massachusetts
$2.88M -$51.4K -2,409 -2%
LPL Financial
33
LPL Financial
California
$2.85M +$379K +17,743 +14%
MWM
34
MinichMacGregor Wealth Management
New York
$2.73M +$26.5K +1,241 +0.9%
LCM
35
Landscape Capital Management
New Jersey
$2.72M -$5.94M -278,544 -67%
GAI
36
General American Investors
New York
$2.65M – – –
DADC
37
D.A. Davidson & Co
Montana
$2.62M +$53.8K +2,522 +2%
GC
38
GatePass Capital
Ohio
$2.6M +$2.75M +128,680 New
PIWA
39
Prevail Innovative Wealth Advisors
Kansas
$2.54M -$3.6M -168,861 -57%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$2.28M – – –
CPRC
41
Consolidated Portfolio Review Corp
New York
$2.23M +$2.35M +110,161 New
DCM
42
Delta Capital Management
New Jersey
$2.13M -$213 -10 -0%
PWA
43
Providence Wealth Advisors
Illinois
$2.05M – – –
RGC
44
Roberts, Glore & Co
Illinois
$1.96M +$198K +9,288 +11%
SC
45
Stolper & Co
Oklahoma
$1.9M +$74.8K +3,507 +4%
AWA
46
ARQ Wealth Advisors
Arizona
$1.66M +$214K +10,047 +14%
TJHA
47
Thomas J. Herzfeld Advisors
Florida
$1.65M +$110K +5,176 +7%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$1.57M -$13.1K -614 -0.8%
GEM
49
Global Endowment Management
North Carolina
$1.53M +$140K +6,560 +9%
PAMP
50
Polar Asset Management Partners
Ontario, Canada
$1.51M +$1.6M +74,837 New
1
2
3 4 5

ADX Hedge Fund Activity: Q4 2024 in Review

184 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q4 2024, worth a combined $1.75B — up 217% from $552M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ADX positions and 8 closed out — a net gain of 19 holders — while 77 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.5M. The largest seller was Saba Capital Management, cutting an estimated $21.2M.

  • 184 institutional investors held Adams Diversified Equity Fund (ADX) as of Q4 2024, up from 169 in Q3 2024.
  • Funds reported $1.75B of Adams Diversified Equity Fund stock for Q4 2024, up 217% quarter-over-quarter.
  • 27 funds opened new Adams Diversified Equity Fund positions in Q4 2024 and 8 closed out, a net change of +19 holders.
  • The largest Adams Diversified Equity Fund buyer in Q4 2024 was Morgan Stanley, an estimated $13.5M added.
  • The largest Adams Diversified Equity Fund seller in Q4 2024 was Saba Capital Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q4 2024.