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Adams Diversified Equity Fund

199 hedge funds and large institutions have $457M invested in Adams Diversified Equity Fund in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 88 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 50

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 200199 (-1)

1.44% less ownership

Funds ownership: 18.43%16.99% (-1.4%)

10% less capital invested

Capital invested by funds: $506M → $457M (-$49.3M)

Holders
199
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
2.45%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
88
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Cannon Advisors
North Carolina
$479K -$23.5K -1,023 -4%
MA
102
Mezzasalma Advisors
New Jersey
$452K +$8.08K +352 +2%
EWA
103
EP Wealth Advisors
California
$444K +$25.8K +1,122 +6%
AFG
104
Allegheny Financial Group
Pennsylvania
$404K
SCA
105
Sage Capital Advisors
South Dakota
$402K +$17.4K +756 +4%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$398K -$134K -5,832 -24%
PAS
107
Park Avenue Securities
New York
$397K -$107K -4,644 -20%
WB
108
WesBanco Bank
West Virginia
$389K -$82.5K -3,596 -17%
KPF
109
K2 Principal Fund
Ontario, Canada
$376K +$7.8K +340 +2%
MP
110
McDonald Partners
Ohio
$374K
MWM
111
MinichMacGregor Wealth Management
New York
$369K +$30.2K +1,315 +8%
RFC
112
Regions Financial Corp
Alabama
$365K +$3.47K +151 +0.9%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$357K +$374K +16,315 New
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$357K +$9.37K +408 +3%
CL
115
Choreo LLC
Illinois
$357K -$247K -10,751 -40%
TCIIS
116
TIAA-CREF Individual & Institutional Services
New York
$356K +$373K +16,255 New
CEFA
117
Closed-End Fund Advisors
Virginia
$352K -$28.3K -1,233 -7%
HIC
118
Hamrick Investment Counsel
Washington
$347K +$87.6K +3,815 +32%
SWP
119
Stratos Wealth Partners
Ohio
$341K +$40.4K +1,759 +13%
Pathstone Holdings
120
Pathstone Holdings
New Jersey
$336K -$45.9K -2,000 -12%
KWA
121
Kingswood Wealth Advisors
California
$335K +$64.7K +2,820 +23%
PAG
122
Private Advisor Group
New Jersey
$334K -$274K -11,954 -44%
NW
123
NewEdge Wealth
Pennsylvania
$324K
GCM
124
Generation Capital Management
New York
$297K -$696K -30,314 -69%
SCA
125
SMH Capital Advisors
Texas
$288K -$292K -12,701 -98%