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Adams Diversified Equity Fund
ADX

Overview Fund Activity

186 hedge funds and large institutions have $531M invested in Adams Diversified Equity Fund in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
27
Increased
73
Reduced
46
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$9.2M
2
Morgan Stanley
Morgan Stanley
New York
$55.8M
3
WIA
Westbourne Investment Advisors
Maryland
$1.55M
4
MIC
Means Investment Company
Maine
$1.55M
5
B
Bensler
Washington
$18.6M

Top Sellers

1
SCM
Saba Capital Management
New York
$62.3M
2
JRCM
Jones Road Capital Management
New York
$0
3
SFS
Shaker Financial Services
Virginia
$0
4
WAM
Wolverine Asset Management
Illinois
$0
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$8.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$1.18M -$11K -507 -0.9%
Jane Street
52
Jane Street
New York
$1.17M +$575K +26,463 +96%
SIC
53
Salem Investment Counselors
North Carolina
$1.09M – – –
CIA
54
Capital Investment Advisors
Georgia
$1.07M -$45.8K -2,110 -4%
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$1.05M – – –
Lido Advisors
56
Lido Advisors
California
$1.05M +$19.4K +895 +2%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$1.05M +$673 +31 +0.1%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$1.04M -$61.3K -2,824 -6%
GCM
59
Generation Capital Management
New York
$1.03M -$65.7K -3,027 -6%
Mariner
60
Mariner
Kansas
$988K +$234K +10,772 +31%
WSFS
61
Wilmington Savings Fund Society
Delaware
$985K +$21.7K +998 +2%
CL
62
Choreo LLC
Illinois
$965K -$27.1K -1,246 -3%
MPWT
63
MassMutual Private Wealth & Trust
Connecticut
$964K +$21.3K +979 +2%
MT
64
Midwest Trust
Kansas
$964K +$964K +44,410 New
CIA
65
Concurrent Investment Advisors
Florida
$946K -$197K -9,093 -17%
MML Investors Services
66
MML Investors Services
Massachusetts
$935K +$19.1K +881 +2%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$907K -$52.3K -2,409 -5%
CFA
68
Capstone Financial Advisors
Illinois
$903K +$10.5K +485 +1%
TFCP
69
Twin Focus Capital Partners
Massachusetts
$873K – – –
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$858K -$59.8K -2,756 -7%
RBWA
71
RFG - Bristol Wealth Advisors
Massachusetts
$819K -$469K -21,596 -36%
NA
72
NewEdge Advisors
Louisiana
$774K -$15K -693 -2%
OC
73
Oppenheimer & Co
New York
$767K +$13K +599 +2%
PG
74
Prostatis Group
Maryland
$714K -$25.6K -1,180 -3%
UPS
75
UHLMANN PRICE SECURITIES
Illinois
$700K +$13.1K +605 +2%
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3
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