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Adams Diversified Equity Fund
ADX

184 hedge funds and large institutions have $1.75B invested in Adams Diversified Equity Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

217% more capital invested

Capital invested by funds: $552M → $1.75B (+$1.2B)

157% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 30

9% more funds holding

Funds holding: 169 → 184 (+15)

2.83% more ownership

Funds ownership: 20.73% → 23.56% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
184
Holders Change
+15
Holders Change %
+8.88%
% of All Funds
2.42%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
27
Increased
77
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.5M
2
1CP
1607 Capital Partners
Virginia
+$3.31M
3
Lazard Asset Management
Lazard Asset Management
New York
+$3.07M
4
Cohen & Steers
Cohen & Steers
New York
+$2.99M
5
B
Bensler
Washington
+$2.43M

Top Sellers

1
SCM
Saba Capital Management
New York
-$21.2M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$7.77M
3
LCM
Landscape Capital Management
New Jersey
-$5.94M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$3.6M
5
Millennium Management
Millennium Management
New York
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
76
Twin Focus Capital Partners
Massachusetts
$812K – – –
MFG
77
Merit Financial Group
Georgia
$730K -$114K -5,354 -13%
AWS
78
Atria Wealth Solutions
New York
$717K +$13K +608 +2%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$715K +$407K +19,094 +117%
NA
80
NewEdge Advisors
Louisiana
$704K +$310K +14,535 +72%
PG
81
Prostatis Group
Maryland
$692K +$63.2K +2,960 +9%
WIA
82
World Investment Advisors
California
$672K -$915K -42,882 -56%
BTI
83
Blue Trust Inc
Georgia
$645K +$201K +9,438 +42%
UPS
84
UHLMANN PRICE SECURITIES
Illinois
$625K +$55.2K +2,586 +9%
LSC
85
Logan Stone Capital
Illinois
$602K -$2.75K -129 -0.4%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$601K – – –
GC
87
Guggenheim Capital
Illinois
$598K +$48.2K +2,257 +8%
RAM
88
Readystate Asset Management
Illinois
$585K +$617K +28,941 New
Mariner
89
Mariner
Kansas
$572K +$176K +8,271 +41%
TCWA
90
Turtle Creek Wealth Advisors
Texas
$568K – – –
KIM
91
Kane Investment Management
California
$566K +$598K +28,009 New
Pathstone Holdings
92
Pathstone Holdings
New Jersey
$535K -$1.09M -51,308 -66%
HighTower Advisors
93
HighTower Advisors
Illinois
$532K – – –
QCIG
94
Quad-Cities Investment Group
Iowa
$512K +$46.7K +2,191 +9%
LDB
95
Lee, Danner & Bass
Tennessee
$505K – – –
Cerity Partners
96
Cerity Partners
New York
$502K – – –
CA
97
Cannon Advisors
North Carolina
$481K +$30K +1,406 +6%
CMS
98
Capital Market Strategies
Florida
$479K -$661 -31 -0.1%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$464K +$490K +22,990 New
SCA
100
Sage Capital Advisors
South Dakota
$459K -$57.6K -2,700 -11%
2 3
4
5 6

ADX Hedge Fund Activity: Q4 2024 in Review

184 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q4 2024, worth a combined $1.75B — up 217% from $552M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ADX positions and 8 closed out — a net gain of 19 holders — while 77 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.5M. The largest seller was Saba Capital Management, cutting an estimated $21.2M.

  • 184 institutional investors held Adams Diversified Equity Fund (ADX) as of Q4 2024, up from 169 in Q3 2024.
  • Funds reported $1.75B of Adams Diversified Equity Fund stock for Q4 2024, up 217% quarter-over-quarter.
  • 27 funds opened new Adams Diversified Equity Fund positions in Q4 2024 and 8 closed out, a net change of +19 holders.
  • The largest Adams Diversified Equity Fund buyer in Q4 2024 was Morgan Stanley, an estimated $13.5M added.
  • The largest Adams Diversified Equity Fund seller in Q4 2024 was Saba Capital Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q4 2024.