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Adams Diversified Equity Fund
ADX

Overview Fund Activity

178 hedge funds and large institutions have $505M invested in Adams Diversified Equity Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 78 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-4
Holders Change %
-2.2%
% of All Funds
2.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
15
Increased
78
Reduced
48
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$67.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$20M
3
PCM
3
Penserra Capital Management
California
$4.47M
4
Raymond James Financial
4
Raymond James Financial
Florida
$22.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$6.89M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$84.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$44.3M
3
PIWA
3
Prevail Innovative Wealth Advisors
Kansas
$0
4
1CP
4
1607 Capital Partners
Virginia
$12.4M
5
CIA
5
Concurrent Investment Advisors
Florida
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
Ancora Advisors
Ohio
$1.21M -$34.8K -1,830 -3%
UBS Group
52
UBS Group
Switzerland
$1.17M -$34.5K -1,817 -3%
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$1.14M +$3.23K +170 +0.3%
RBWA
54
RFG - Bristol Wealth Advisors
Massachusetts
$1.13M +$24.8K +1,304 +2%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$1.04M +$45.4K +2,390 +5%
CIA
56
Concurrent Investment Advisors
Florida
$1M -$1.74M -91,646 -64%
CIA
57
Capital Investment Advisors
Georgia
$972K -$85.2K -4,484 -8%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$967K +$168K +8,865 +21%
GCM
59
Generation Capital Management
New York
$956K +$21.6K +1,138 +2%
SIC
60
Salem Investment Counselors
North Carolina
$951K – – –
RAM
61
Readystate Asset Management
Illinois
$930K +$380K +20,015 +69%
Focus Partners Wealth
62
Focus Partners Wealth
Massachusetts
$922K +$8.72K +459 +1%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$914K +$59.3K +3,122 +7%
MFG
64
Merit Financial Group
Georgia
$914K +$228K +11,992 +33%
Lido Advisors
65
Lido Advisors
California
$899K +$8.6K +453 +1%
CL
66
Choreo LLC
Illinois
$868K +$17.2K +904 +2%
WSFS
67
Wilmington Savings Fund Society
Delaware
$842K +$18.5K +973 +2%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$839K +$427K +22,508 +104%
MPWT
69
MassMutual Private Wealth & Trust
Connecticut
$825K -$151K -7,974 -16%
FCI
70
Financial Counselors Inc
Kansas
$825K -$151K -7,974 -16%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$812K +$142K +7,507 +21%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$802K -$15.7K -829 -2%
MML Investors Services
73
MML Investors Services
Massachusetts
$801K +$4.62K +243 +0.6%
AWS
74
Atria Wealth Solutions
New York
$789K +$115K +6,030 +17%
CFA
75
Capstone Financial Advisors
Illinois
$781K +$9K +474 +1%
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3
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