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Adams Diversified Equity Fund

178 hedge funds and large institutions have $505M invested in Adams Diversified Equity Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 78 increasing their positions, 48 reducing their positions, and 14 closing their positions.

Holders
178
Holders Change
-4
Holders Change %
-2.2%
% of All Funds
2.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
15
Increased
78
Reduced
48
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFCP
76
Twin Focus Capital Partners
Massachusetts
$763K
NA
77
NewEdge Advisors
Louisiana
$691K +$29.1K +1,530 +4%
GWM
78
Geneos Wealth Management
Colorado
$672K +$609K +32,077 +973%
Mariner
79
Mariner
Kansas
$660K +$122K +6,438 +23%
OC
80
Oppenheimer & Co
New York
$660K +$269K +14,149 +69%
PIA
81
Pinion Investment Advisors
Kansas
$652K +$333K +17,543 +105%
PG
82
Prostatis Group
Maryland
$647K -$3.93K -207 -0.6%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$605K +$168K +8,849 +38%
UPS
84
UHLMANN PRICE SECURITIES
Illinois
$601K +$13.3K +698 +2%
JWCA
85
J.W. Cole Advisors
Florida
$572K +$572K +30,140 New
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$568K +$3.04K +160 +0.5%
Cerity Partners
87
Cerity Partners
New York
$556K +$84.6K +4,455 +18%
KIM
88
Kane Investment Management
California
$547K +$14.7K +773 +3%
TCWA
89
Turtle Creek Wealth Advisors
Texas
$534K
Jane Street
90
Jane Street
New York
$525K +$525K +27,640 New
FNB
91
Farmers National Bank
Kentucky
$517K +$517K +27,234 New
Pathstone Holdings
92
Pathstone Holdings
New Jersey
$516K -$329 -17 -0.1%
JIC
93
Joel Isaacson & Co
New York
$504K +$504K +26,520 New
QCIG
94
Quad-Cities Investment Group
Iowa
$493K +$10.8K +571 +2%
BTI
95
Blue Trust Inc
Georgia
$488K -$118K -6,234 -20%
GC
96
Guggenheim Capital
Illinois
$486K -$75.6K -3,981 -13%
LDB
97
Lee, Danner & Bass
Tennessee
$475K
KPWS
98
Kestra Private Wealth Services
Texas
$467K -$305K -16,041 -39%
CA
99
Cannon Advisors
North Carolina
$460K +$7.46K +393 +2%
HighTower Advisors
100
HighTower Advisors
Illinois
$442K -$57.9K -3,050 -12%