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Adams Diversified Equity Fund

178 hedge funds and large institutions have $505M invested in Adams Diversified Equity Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 78 increasing their positions, 48 reducing their positions, and 14 closing their positions.

Holders
178
Holders Change
-4
Holders Change %
-2.2%
% of All Funds
2.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
15
Increased
78
Reduced
48
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWH
26
Priebe Wealth Holdings
Minnesota
$3.44M -$721K -37,981 -17%
LPL Financial
27
LPL Financial
California
$3.17M +$490K +25,826 +18%
Osaic Holdings
28
Osaic Holdings
Arizona
$3.16M +$187K +9,859 +6%
Wells Fargo
29
Wells Fargo
California
$3M -$558K -29,408 -16%
WAM
30
Wolverine Asset Management
Illinois
$2.9M +$1.95M +102,797 +205%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$2.86M +$24.7K +1,299 +0.9%
CPRC
32
Consolidated Portfolio Review Corp
New York
$2.84M +$746K +39,292 +36%
IWC
33
Integrated Wealth Concepts
Massachusetts
$2.71M -$3.25K -171 -0.1%
AWA
34
ARQ Wealth Advisors
Arizona
$2.56M +$991K +52,176 +63%
GAI
35
General American Investors
New York
$2.49M
DADC
36
D.A. Davidson & Co
Montana
$2.45M -$12.1K -638 -0.5%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$2.28M
RGC
38
Roberts, Glore & Co
Illinois
$2.21M +$364K +19,177 +20%
LCM
39
Landscape Capital Management
New Jersey
$2.1M -$455K -23,949 -18%
DCM
40
Delta Capital Management
New Jersey
$2M
PWA
41
Providence Wealth Advisors
Illinois
$1.88M
SC
42
Stolper & Co
Oklahoma
$1.83M +$36.6K +1,929 +2%
Ameriprise
43
Ameriprise
Minnesota
$1.79M +$699K +36,814 +64%
GEM
44
Global Endowment Management
North Carolina
$1.47M +$32.5K +1,709 +2%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.43M -$44.2K -2,328 -3%
TJHA
46
Thomas J. Herzfeld Advisors
Florida
$1.36M -$222K -11,681 -14%
QC
47
Quantedge Capital
Singapore
$1.29M +$334K +17,600 +35%
WA
48
Waverly Advisors
Alabama
$1.28M +$26.8K +1,410 +2%
Corient Private Wealth
49
Corient Private Wealth
Florida
$1.24M +$188K +9,895 +18%
DT
50
Diversified Trust
Tennessee
$1.22M