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Adams Diversified Equity Fund
ADX

Overview Fund Activity

186 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, 73 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
27
Increased
73
Reduced
46
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
SCM
Saba Capital Management
New York
$62.3M
2
JRCM
Jones Road Capital Management
New York
$0
3
SFS
Shaker Financial Services
Virginia
$0
4
WAM
Wolverine Asset Management
Illinois
$0
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$8.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$3.24M -$22.5K -1,038 -0.7%
PWH
27
Priebe Wealth Holdings
Minnesota
$3.24M -$693K -31,907 -18%
Wells Fargo
28
Wells Fargo
California
$3.12M -$303K -13,951 -9%
IWC
29
Integrated Wealth Concepts
Massachusetts
$3.07M -$23.6K -1,089 -0.8%
Osaic Holdings
30
Osaic Holdings
Arizona
$3.07M -$300K -14,816 -9%
RGC
31
Roberts, Glore & Co
Illinois
$3.02M +$496K +22,853 +20%
GAI
32
General American Investors
New York
$2.85M – – –
DADC
33
D.A. Davidson & Co
Montana
$2.79M -$18.2K -840 -0.6%
AWA
34
ARQ Wealth Advisors
Arizona
$2.56M – – –
Ameriprise
35
Ameriprise
Minnesota
$2.37M +$281K +12,663 +13%
DCM
36
Delta Capital Management
New Jersey
$2.29M – – –
SC
37
Stolper & Co
Oklahoma
$2.15M +$59.4K +2,737 +3%
PWA
38
Providence Wealth Advisors
Illinois
$2.14M – – –
UBS Group
39
UBS Group
Switzerland
$1.75M +$415K +19,124 +31%
WIA
40
Westbourne Investment Advisors
Maryland
$1.55M +$1.55M +71,500 New
MIC
41
Means Investment Company
Maine
$1.55M +$1.55M +71,425 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.5M -$138K -6,350 -8%
WA
43
Waverly Advisors
Alabama
$1.47M +$8.66K +399 +0.6%
Corient Private Wealth
44
Corient Private Wealth
Florida
$1.42M +$5.45K +251 +0.4%
DT
45
Diversified Trust
Tennessee
$1.39M – – –
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$1.37M +$63.9K +2,944 +5%
AA
47
Ancora Advisors
Ohio
$1.36M -$22.4K -1,032 -2%
HighTower Advisors
48
HighTower Advisors
Illinois
$1.35M +$841K +38,728 +166%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$1.27M +$346K +16,104 +38%
MFG
50
Merit Financial Group
Georgia
$1.18M +$135K +6,198 +13%
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