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Adams Diversified Equity Fund

185 hedge funds and large institutions have $513M invested in Adams Diversified Equity Fund in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$5.29M
2 +$1.74M
3 +$1.65M
4
B
Bensler
Washington
+$1.5M
5
Wells Fargo
Wells Fargo
California
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Ancora Advisors
Ohio
$1.34M
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$1.17M
CIA
53
Concurrent Investment Advisors
Florida
$1.15M
Focus Partners Wealth
54
Focus Partners Wealth
Massachusetts
$1.14M
Luther King Capital Management (LKCM)
55
Luther King Capital Management (LKCM)
Texas
$1.12M
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$1.09M
Lido Advisors
57
Lido Advisors
California
$1.08M
CIA
58
Capital Investment Advisors
Georgia
$1.07M
GCM
59
Generation Capital Management
New York
$1.04M
MFG
60
Merit Financial Group
Georgia
$1.03M
MPWT
61
MassMutual Private Wealth & Trust
Connecticut
$990K
MT
62
Midwest Trust
Kansas
$990K
Mariner
63
Mariner
Kansas
$951K
CFA
64
Capstone Financial Advisors
Illinois
$938K
TFCP
65
Twin Focus Capital Partners
Massachusetts
$897K
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$877K
CL
67
Choreo LLC
Illinois
$863K
RBWA
68
RFG - Bristol Wealth Advisors
Massachusetts
$859K
CAM
69
Concorde Asset Management
Michigan
$845K
SC
70
Savant Capital
Illinois
$840K
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$837K
OC
72
Oppenheimer & Co
New York
$822K
WB
73
West Bancorporation
Iowa
$805K
NA
74
NewEdge Advisors
Louisiana
$779K
GC
75
Guggenheim Capital
Illinois
$776K