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Adams Diversified Equity Fund
ADX

Overview Fund Activity

182 hedge funds and large institutions have $1.75B invested in Adams Diversified Equity Fund in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
182
Holders Change
+13
Holders Change %
+7.69%
% of All Funds
2.42%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
25
Increased
77
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.21B
2
Morgan Stanley
2
Morgan Stanley
New York
$49.9M
3
1CP
3
1607 Capital Partners
Virginia
$15.1M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$60.5M
5
Cohen & Steers
5
Cohen & Steers
New York
$24.9M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$110M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$10.8M
3
LCM
3
Landscape Capital Management
New Jersey
$2.72M
4
PIWA
4
Prevail Innovative Wealth Advisors
Kansas
$2.54M
5
Millennium Management
5
Millennium Management
New York
$329K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
Ancora Advisors
Ohio
$1.32M -$14K -693 -1%
DT
52
Diversified Trust
Tennessee
$1.29M – – –
UBS Group
53
UBS Group
Switzerland
$1.28M +$161K +7,948 +14%
RBWA
54
RFG - Bristol Wealth Advisors
Massachusetts
$1.17M +$1.17M +58,015 New
Ameriprise
55
Ameriprise
Minnesota
$1.16M +$460K +22,765 +66%
CIA
56
Capital Investment Advisors
Georgia
$1.12M -$82.8K -4,098 -7%
Corient Private Wealth
57
Corient Private Wealth
Florida
$1.12M +$621K +30,763 +125%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$1.06M +$116K +5,720 +12%
MPWT
59
MassMutual Private Wealth & Trust
Connecticut
$1.04M +$89.7K +4,440 +9%
FCI
60
Financial Counselors Inc
Kansas
$1.04M +$89.7K +4,440 +9%
QC
61
Quantedge Capital
Singapore
$1.02M +$293K +14,500 +41%
WAM
62
Wolverine Asset Management
Illinois
$1.01M +$398K +19,722 +65%
SIC
63
Salem Investment Counselors
North Carolina
$1.01M -$24.2K -1,200 -2%
GCM
64
Generation Capital Management
New York
$994K +$994K +49,191 New
Focus Partners Wealth
65
Focus Partners Wealth
Massachusetts
$972K +$972K +48,103 New
Lido Advisors
66
Lido Advisors
California
$947K +$53.1K +2,628 +6%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$909K +$58.8K +2,909 +7%
CL
68
Choreo LLC
Illinois
$908K +$165K +8,143 +22%
WSFS
69
Wilmington Savings Fund Society
Delaware
$876K – – –
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$870K +$159K +7,872 +22%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$850K +$850K +42,076 New
MML Investors Services
72
MML Investors Services
Massachusetts
$847K +$67.7K +3,353 +9%
CFA
73
Capstone Financial Advisors
Illinois
$821K +$36.7K +1,819 +5%
KPWS
74
Kestra Private Wealth Services
Texas
$821K +$68.3K +3,381 +9%
TFCP
75
Twin Focus Capital Partners
Massachusetts
$812K – – –
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