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Adams Diversified Equity Fund

187 hedge funds and large institutions have $537M 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, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
51
Merit Financial Group
Georgia
$1.18M
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$1.18M
Jane Street
53
Jane Street
New York
$1.17M
SIC
54
Salem Investment Counselors
North Carolina
$1.09M
CIA
55
Capital Investment Advisors
Georgia
$1.07M
Focus Partners Wealth
56
Focus Partners Wealth
Massachusetts
$1.05M
Lido Advisors
57
Lido Advisors
California
$1.05M
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$1.05M
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$1.04M
GCM
60
Generation Capital Management
New York
$1.03M
Mariner
61
Mariner
Kansas
$988K
WSFS
62
Wilmington Savings Fund Society
Delaware
$985K
CL
63
Choreo LLC
Illinois
$965K
MPWT
64
MassMutual Private Wealth & Trust
Connecticut
$964K
MT
65
Midwest Trust
Kansas
$964K
CIA
66
Concurrent Investment Advisors
Florida
$946K
MML Investors Services
67
MML Investors Services
Massachusetts
$935K
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$907K
CFA
69
Capstone Financial Advisors
Illinois
$903K
TFCP
70
Twin Focus Capital Partners
Massachusetts
$873K
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$858K
RBWA
72
RFG - Bristol Wealth Advisors
Massachusetts
$819K
NA
73
NewEdge Advisors
Louisiana
$774K
OC
74
Oppenheimer & Co
New York
$767K
PG
75
Prostatis Group
Maryland
$714K