Adams Diversified Equity Fund
198 hedge funds and large institutions have $455M invested in Adams Diversified Equity Fund in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 49 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
1.49% less ownership
Funds ownership: 18.43% → 16.95% (-1.5%)
10% less capital invested
Capital invested by funds: $506M → $455M (-$51.3M)
Holders
198
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$4.63M | |
| 2 | +$1.74M | |
| 3 | +$1.62M | |
| 4 |
B
Bensler
Bellevue,
Washington
|
+$1.54M |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
+$1.18M |
Top Sellers
| 1 | -$16M | |
| 2 | -$7.58M | |
| 3 | -$4.42M | |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$3.83M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$3.66M |
