ADX icon

Adams Diversified Equity Fund

185 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, 72 increasing their positions, 46 reducing their positions, and 16 closing their positions.

Holders
185
Holders Change
+7
Holders Change %
+3.93%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
72
Reduced
46
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$692K 31,887 +48 +0.2%
JWCA
77
J.W. Cole Advisors
Florida
$655K 30,167 +27 +0.1%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$654K 30,143 +212 +0.7%
Cerity Partners
79
Cerity Partners
New York
$616K 28,391 -899 -3%
TCWA
80
Turtle Creek Wealth Advisors
Texas
$610K 28,106
PAS
81
Park Avenue Securities
New York
$607K 27,955 +27,955 New
AWM
82
Avior Wealth Management
Nebraska
$601K 27,688 +5,500 +25%
FNB
83
Farmers National Bank
Kentucky
$591K 27,234
Kovitz Investment Group Partners
84
Kovitz Investment Group Partners
Illinois
$588K 27,082 +27,082 New
QCIG
85
Quad-Cities Investment Group
Iowa
$576K 26,525 +585 +2%
JIC
86
Joel Isaacson & Co
New York
$576K 26,520
BTI
87
Blue Trust Inc
Georgia
$571K 26,296 +580 +2%
PIWA
88
Prevail Innovative Wealth Advisors
Kansas
$551K 25,382 +25,382 New
GC
89
Guggenheim Capital
Illinois
$548K 25,264 -353 -1%
KPWS
90
Kestra Private Wealth Services
Texas
$547K 25,190 +606 +2%
CA
91
Cannon Advisors
North Carolina
$547K 25,162 +949 +4%
LDB
92
Lee, Danner & Bass
Tennessee
$543K 25,000
AWS
93
Atria Wealth Solutions
New York
$538K 24,707 -16,842 -41%
HI
94
Harbour Investments
Wisconsin
$489K 22,546
PAG
95
Private Advisor Group
New Jersey
$485K 22,320 +9,726 +77%
SG
96
StoneX Group
New York
$471K 21,695 +4,895 +29%
MA
97
Mezzasalma Advisors
New Jersey
$468K 21,539 +412 +2%
MWM
98
MinichMacGregor Wealth Management
New York
$466K 135,923 +331 +0.2%
UWP
99
Uniting Wealth Partners
Kansas
$465K 21,418 +1,032 +5%
CMS
100
Capital Market Strategies
Florida
$437K 20,110 -1,020 -5%