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Adams Diversified Equity Fund

199 hedge funds and large institutions have $457M invested in Adams Diversified Equity Fund in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 88 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 50

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 200199 (-1)

1.44% less ownership

Funds ownership: 18.43%16.99% (-1.4%)

10% less capital invested

Capital invested by funds: $506M → $457M (-$49.3M)

Holders
199
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
2.45%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
88
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$1.34M +$57.6K +2,511 +4%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$1.28M -$125K -5,466 -9%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$1.21M +$80.3K +3,497 +7%
AA
54
Ancora Advisors
Ohio
$1.18M -$107K -4,647 -8%
SPIA
55
Steward Partners Investment Advisory
New York
$1.17M +$1.03M +44,806 +529%
GC
56
Guggenheim Capital
Illinois
$1.17M +$195K +8,476 +19%
SC
57
Savant Capital
Illinois
$1.15M
WANY
58
Wealthspire Advisors (New York)
New York
$1.12M +$1.18M +51,221 New
Invesco
59
Invesco
Georgia
$1.05M +$201K +8,755 +22%
Lido Advisors
60
Lido Advisors
California
$1.04M -$13.7K -596 -1%
CIA
61
Capital Investment Advisors
Georgia
$1.04M -$7.12K -310 -0.6%
WB
62
West Bancorporation
Iowa
$1.03M
JP Morgan Chase
63
JP Morgan Chase
New York
$991K +$751K +32,740 +228%
MPWT
64
MassMutual Private Wealth & Trust
Connecticut
$965K -$27.8K -1,209 -3%
MT
65
Midwest Trust
Kansas
$965K -$27.8K -1,209 -3%
CFA
66
Capstone Financial Advisors
Illinois
$941K +$10.7K +464 +1%
OC
67
Oppenheimer & Co
New York
$921K +$966K +42,079 New
Mariner
68
Mariner
Kansas
$888K -$113K -4,906 -11%
AWM
69
Avior Wealth Management
Nebraska
$859K +$226K +9,850 +33%
CAM
70
Concorde Asset Management
Michigan
$851K -$32.9K -1,435 -4%
RBWA
71
RFG - Bristol Wealth Advisors
Massachusetts
$843K
Creative Planning
72
Creative Planning
Kansas
$826K +$597K +26,025 +223%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$809K -$14.7K -639 -2%
MFG
74
Merit Financial Group
Georgia
$796K -$132K -5,751 -14%
SIC
75
Samalin Investment Counsel
New York
$789K +$828K +36,054 New