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Adams Diversified Equity Fund

182 hedge funds and large institutions have $1.75B invested in Adams Diversified Equity Fund in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
182
Holders Change
+13
Holders Change %
+7.69%
% of All Funds
2.42%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
25
Increased
77
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
76
Merit Financial Group
Georgia
$730K -$108K -5,354 -13%
AWS
77
Atria Wealth Solutions
New York
$717K +$12.3K +608 +2%
Jones Financial Companies
78
Jones Financial Companies
Missouri
$715K +$386K +19,094 +117%
NA
79
NewEdge Advisors
Louisiana
$704K +$294K +14,535 +72%
PG
80
Prostatis Group
Maryland
$692K +$59.8K +2,960 +9%
WIA
81
World Investment Advisors
California
$672K -$866K -42,882 -56%
BTI
82
Blue Trust Inc
Georgia
$645K +$191K +9,438 +42%
UPS
83
UHLMANN PRICE SECURITIES
Illinois
$625K +$52.2K +2,586 +9%
LSC
84
Logan Stone Capital
Illinois
$602K -$2.61K -129 -0.4%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$601K
GC
86
Guggenheim Capital
Illinois
$598K +$45.6K +2,257 +8%
RAM
87
Readystate Asset Management
Illinois
$585K +$585K +28,941 New
Mariner
88
Mariner
Kansas
$572K +$167K +8,271 +41%
TCWA
89
Turtle Creek Wealth Advisors
Texas
$568K
KIM
90
Kane Investment Management
California
$566K +$566K +28,009 New
Pathstone Holdings
91
Pathstone Holdings
New Jersey
$535K -$1.03M -51,308 -66%
HighTower Advisors
92
HighTower Advisors
Illinois
$532K
QCIG
93
Quad-Cities Investment Group
Iowa
$512K +$44.3K +2,191 +9%
LDB
94
Lee, Danner & Bass
Tennessee
$505K
Cerity Partners
95
Cerity Partners
New York
$502K
CA
96
Cannon Advisors
North Carolina
$481K +$28.4K +1,406 +6%
CMS
97
Capital Market Strategies
Florida
$479K -$626 -31 -0.1%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$464K +$464K +22,990 New
SCA
99
Sage Capital Advisors
South Dakota
$459K -$54.5K -2,700 -11%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$438K +$21.2K +1,047 +5%