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Adams Diversified Equity Fund
ADX

189 hedge funds and large institutions have $542M invested in Adams Diversified Equity Fund in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

61% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 46

6% more capital invested

Capital invested by funds: $511M → $542M (+$30.9M)

5% more funds holding

Funds holding: 180 → 189 (+9)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

1.63% less ownership

Funds ownership: 22.95% → 21.33% (-1.6%)

Holders
189
Holders Change
+9
Holders Change %
+5%
% of All Funds
2.49%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
28
Increased
74
Reduced
46
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$5.07M
2
Morgan Stanley
Morgan Stanley
New York
+$4.67M
3
IFG
Independent Financial Group
California
+$3M
4
WIA
Westbourne Investment Advisors
Maryland
+$1.41M
5
MIC
Means Investment Company
Maine
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$31.4M
2
JRCM
Jones Road Capital Management
New York
-$7.96M
3
SFS
Shaker Financial Services
Virginia
-$3.94M
4
WAM
Wolverine Asset Management
Illinois
-$2.9M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$3.87M +$233K +11,815 +7%
CPRC
27
Consolidated Portfolio Review Corp
New York
$3.3M +$54.4K +2,759 +2%
IFG
28
Independent Financial Group
California
$3.3M +$3M +152,206 New
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$3.24M -$20.5K -1,038 -0.7%
PWH
30
Priebe Wealth Holdings
Minnesota
$3.24M -$629K -31,907 -18%
Wells Fargo
31
Wells Fargo
California
$3.12M -$275K -13,951 -9%
IWC
32
Integrated Wealth Concepts
Massachusetts
$3.07M -$21.5K -1,089 -0.8%
RGC
33
Roberts, Glore & Co
Illinois
$3.02M +$450K +22,853 +20%
GAI
34
General American Investors
New York
$2.85M – – –
DADC
35
D.A. Davidson & Co
Montana
$2.79M -$16.6K -840 -0.6%
AWA
36
ARQ Wealth Advisors
Arizona
$2.56M – – –
Ameriprise
37
Ameriprise
Minnesota
$2.37M +$250K +12,663 +13%
DCM
38
Delta Capital Management
New Jersey
$2.29M – – –
SC
39
Stolper & Co
Oklahoma
$2.15M +$54K +2,737 +3%
PWA
40
Providence Wealth Advisors
Illinois
$2.14M – – –
UBS Group
41
UBS Group
Switzerland
$1.75M +$377K +19,124 +31%
WIA
42
Westbourne Investment Advisors
Maryland
$1.55M +$1.41M +71,500 New
MIC
43
Means Investment Company
Maine
$1.55M +$1.41M +71,425 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.5M -$125K -6,350 -8%
WA
45
Waverly Advisors
Alabama
$1.47M +$7.87K +399 +0.6%
Corient Private Wealth
46
Corient Private Wealth
Florida
$1.42M +$4.97K +252 +0.4%
DT
47
Diversified Trust
Tennessee
$1.39M – – –
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$1.37M +$58K +2,944 +5%
AA
49
Ancora Advisors
Ohio
$1.36M -$20.3K -1,032 -2%
HighTower Advisors
50
HighTower Advisors
Illinois
$1.35M +$763K +38,728 +166%
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ADX Hedge Fund Activity: Q2 2025 in Review

189 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q2 2025, worth a combined $542M — up 6% from $511M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ADX positions and 16 closed out — a net gain of 12 holders — while 74 added to existing stakes and 46 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.07M. The largest seller was Saba Capital Management, cutting an estimated $31.4M.

  • 189 institutional investors held Adams Diversified Equity Fund (ADX) as of Q2 2025, up from 180 in Q1 2025.
  • Funds reported $542M of Adams Diversified Equity Fund stock for Q2 2025, up 6% quarter-over-quarter.
  • 28 funds opened new Adams Diversified Equity Fund positions in Q2 2025 and 16 closed out, a net change of +12 holders.
  • The largest Adams Diversified Equity Fund buyer in Q2 2025 was LPL Financial, an estimated $5.07M added.
  • The largest Adams Diversified Equity Fund seller in Q2 2025 was Saba Capital Management, an estimated $31.4M sold.

Based on aggregated 13F filings for Q2 2025.