ADX icon

Adams Diversified Equity Fund

154 hedge funds and large institutions have $539M invested in Adams Diversified Equity Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 43 increasing their positions, 58 reducing their positions, and 16 closing their positions.

Holders
154
Holders Change
-10
Holders Change %
-6.1%
% of All Funds
2.46%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
8
Increased
43
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWA
51
ARQ Wealth Advisors
Arizona
$868K 52,171 +52,171 New
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$861K 51,724 +986 +2%
UBS Group
53
UBS Group
Switzerland
$818K 49,161 -4,769 -9%
MML Investors Services
54
MML Investors Services
Massachusetts
$774K 46,529 +100 +0.2%
MPWT
55
MassMutual Private Wealth & Trust
Connecticut
$766K 46,015 -1,220 -3%
FCI
56
Financial Counselors Inc
Kansas
$766K 46,015 -1,220 -3%
CL
57
CSS LLC
Illinois
$743K 44,643 -7,846 -15%
MFG
58
Merit Financial Group
Georgia
$669K 40,214
Mariner
59
Mariner
Kansas
$657K 39,506 -5,096 -11%
HWAM
60
Hennion & Walsh Asset Management
New Jersey
$654K 39,297 +21,844 +125%
IAIM
61
International Assets Investment Management
Florida
$649K 39,386 +2,275 +6%
CFA
62
Capstone Financial Advisors
Illinois
$619K 37,179 +50 +0.1%
Cerity Partners
63
Cerity Partners
New York
$596K 35,815
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$595K 35,755 +1,049 +3%
AWS
65
Atria Wealth Solutions
New York
$594K 35,698 -569 -2%
PAG
66
Private Advisor Group
New Jersey
$591K 35,511 +7,045 +25%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$543K 32,657 -1 -0%
RJT
68
Raymond James Trust
Florida
$524K 31,465 -3,000 -9%
Ameriprise
69
Ameriprise
Minnesota
$521K 31,310 -2,296 -7%
Lido Advisors
70
Lido Advisors
California
$509K 30,615 +88 +0.3%
AWM
71
Avior Wealth Management
Nebraska
$498K 29,957 -39,960 -57%
IC
72
IEQ Capital
California
$484K 29,064 +3,694 +15%
PG
73
Prostatis Group
Maryland
$476K 28,629 +80 +0.3%
SFS
74
Shaker Financial Services
Virginia
$470K 28,246 -136,662 -83%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$465K 27,938 +7 +0%