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Adams Diversified Equity Fund

199 hedge funds and large institutions have $457M invested in Adams Diversified Equity Fund in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 88 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 50

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 200199 (-1)

1.44% less ownership

Funds ownership: 18.43%16.99% (-1.4%)

10% less capital invested

Capital invested by funds: $506M → $457M (-$49.3M)

Holders
199
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
2.45%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
88
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
XT
76
XTX Topco
Cayman Islands
$779K +$395K +17,189 +94%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$752K -$143K -6,213 -15%
UPS
78
UHLMANN PRICE SECURITIES
Illinois
$749K +$14.5K +630 +2%
PG
79
Prostatis Group
Maryland
$745K +$15.5K +674 +2%
NA
80
NewEdge Advisors
Louisiana
$740K +$56.3K +2,451 +8%
JIC
81
Joel Isaacson & Co
New York
$733K
MML Investors Services
82
MML Investors Services
Massachusetts
$730K +$13.8K +602 +2%
Cerity Partners
83
Cerity Partners
New York
$704K +$64.4K +2,807 +10%
KA
84
Kovack Advisors
Florida
$664K -$3.19K -139 -0.5%
LA
85
LexAurum Advisors
Kansas
$650K +$681K +29,687 New
KPWS
86
Kestra Private Wealth Services
Texas
$627K +$99.8K +4,347 +18%
QCIG
87
Quad-Cities Investment Group
Iowa
$624K +$12.9K +564 +2%
TCWA
88
Turtle Creek Wealth Advisors
Texas
$615K
Millennium Management
89
Millennium Management
New York
$612K +$642K +27,980 New
BTI
90
Blue Trust Inc
Georgia
$612K +$12.7K +553 +2%
FNB
91
Farmers National Bank
Kentucky
$596K
Jane Street
92
Jane Street
New York
$589K -$8.47K -369 -1%
Corient Private Wealth
93
Corient Private Wealth
Florida
$575K -$2.35M -102,214 -80%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$563K +$89.8K +3,913 +18%
LDB
95
Lee, Danner & Bass
Tennessee
$547K
HI
96
Harbour Investments
Wisconsin
$513K +$2.82K +123 +0.5%
UWP
97
Uniting Wealth Partners
Kansas
$498K +$10.3K +450 +2%
WIA
98
World Investment Advisors
California
$495K +$212K +9,236 +69%
SAI
99
Savvy Advisors Inc
New York
$484K +$48.5K +2,112 +11%
Luther King Capital Management (LKCM)
100
Luther King Capital Management (LKCM)
Texas
$481K