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Adams Diversified Equity Fund

185 hedge funds and large institutions have $513M invested in Adams Diversified Equity Fund in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$5.29M
2 +$1.74M
3 +$1.65M
4
B
Bensler
Washington
+$1.5M
5
Wells Fargo
Wells Fargo
California
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
101
WesBanco Bank
West Virginia
$454K
MA
102
Mezzasalma Advisors
New Jersey
$445K
AFG
103
Allegheny Financial Group
Pennsylvania
$412K
SCA
104
Sage Capital Advisors
South Dakota
$394K
Pathstone Holdings
105
Pathstone Holdings
New Jersey
$387K
RFC
106
Regions Financial Corp
Alabama
$386K
MP
107
McDonald Partners
Ohio
$381K
KPF
108
K2 Principal Fund
Ontario, Canada
$368K
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$353K
NW
110
NewEdge Wealth
Pennsylvania
$345K
AIS
111
Accredited Investor Services
Minnesota
$313K
SCA
112
SMH Capital Advisors
Texas
$307K
LNWWM
113
Laird Norton Wetherby Wealth Management
California
$294K
JP Morgan Chase
114
JP Morgan Chase
New York
$294K
Truist Financial
115
Truist Financial
North Carolina
$289K
WAM
116
Wolverine Asset Management
Illinois
$287K
FC
117
Financial Consulate
Maryland
$273K
FCMC
118
Founders Capital Management (Connecticut)
Connecticut
$264K
KWA
119
Kingswood Wealth Advisors
California
$256K
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$255K
MCA
121
MSH Capital Advisors
Arizona
$255K
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$250K
AHL
123
Abel Hall LLC
Louisiana
$250K
TIAA Trust, National Association
124
TIAA Trust, National Association
North Carolina
$241K
SWM
125
Silverlake Wealth Management
Vermont
$241K