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Adams Diversified Equity Fund
ADX

Overview Fund Activity

186 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, 73 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
27
Increased
73
Reduced
46
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$9.2M
2
Morgan Stanley
Morgan Stanley
New York
$55.8M
3
WIA
Westbourne Investment Advisors
Maryland
$1.55M
4
MIC
Means Investment Company
Maine
$1.55M
5
B
Bensler
Washington
$18.6M

Top Sellers

1
SCM
Saba Capital Management
New York
$62.3M
2
JRCM
Jones Road Capital Management
New York
$0
3
SFS
Shaker Financial Services
Virginia
$0
4
WAM
Wolverine Asset Management
Illinois
$0
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$8.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$692K +$1.04K +48 +0.2%
JWCA
77
J.W. Cole Advisors
Florida
$655K +$586 +27 +0.1%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$654K +$4.6K +212 +0.7%
Cerity Partners
79
Cerity Partners
New York
$616K -$19.5K -899 -3%
TCWA
80
Turtle Creek Wealth Advisors
Texas
$610K – – –
PAS
81
Park Avenue Securities
New York
$607K +$607K +27,955 New
AWM
82
Avior Wealth Management
Nebraska
$601K +$119K +5,500 +25%
FNB
83
Farmers National Bank
Kentucky
$591K – – –
Kovitz Investment Group Partners
84
Kovitz Investment Group Partners
Illinois
$588K +$588K +27,082 New
QCIG
85
Quad-Cities Investment Group
Iowa
$576K +$12.7K +585 +2%
JIC
86
Joel Isaacson & Co
New York
$576K – – –
BTI
87
Blue Trust Inc
Georgia
$571K +$12.6K +580 +2%
PIWA
88
Prevail Innovative Wealth Advisors
Kansas
$551K +$551K +25,382 New
GC
89
Guggenheim Capital
Illinois
$548K -$7.66K -353 -1%
KPWS
90
Kestra Private Wealth Services
Texas
$547K +$13.2K +606 +2%
CA
91
Cannon Advisors
North Carolina
$547K +$20.6K +949 +4%
LDB
92
Lee, Danner & Bass
Tennessee
$543K – – –
AWS
93
Atria Wealth Solutions
New York
$538K -$366K -16,842 -41%
HI
94
Harbour Investments
Wisconsin
$489K – – –
PAG
95
Private Advisor Group
New Jersey
$485K +$211K +9,726 +77%
SG
96
StoneX Group
New York
$471K +$106K +4,895 +29%
MA
97
Mezzasalma Advisors
New Jersey
$468K +$8.95K +412 +2%
MWM
98
MinichMacGregor Wealth Management
New York
$466K +$1.13K +331 +0.2%
UWP
99
Uniting Wealth Partners
Kansas
$465K +$22.4K +1,032 +5%
CMS
100
Capital Market Strategies
Florida
$437K -$22.1K -1,020 -5%
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4
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