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Adams Diversified Equity Fund

185 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, 72 increasing their positions, 46 reducing their positions, and 16 closing their positions.

Holders
185
Holders Change
+7
Holders Change %
+3.93%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
72
Reduced
46
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WB
101
WesBanco Bank
West Virginia
$420K 19,362 +8,000 +70%
AFG
102
Allegheny Financial Group
Pennsylvania
$401K 18,473
EWA
103
EP Wealth Advisors
California
$401K 18,455 +18,455 New
SC
104
Savant Capital
Illinois
$395K 18,181 +110 +0.6%
SCA
105
Sage Capital Advisors
South Dakota
$389K 17,908 -1,804 -9%
Pathstone Holdings
106
Pathstone Holdings
New Jersey
$376K 17,339 -9,342 -35%
RFC
107
Regions Financial Corp
Alabama
$376K 17,331 -109 -0.6%
GWM
108
Geneos Wealth Management
Colorado
$366K 16,848 -18,527 -52%
MP
109
McDonald Partners
Ohio
$363K 16,729 +369 +2%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$362K 16,691 +1,390 +9%
KPF
111
K2 Principal Fund
Ontario, Canada
$351K 16,182 +356 +2%
AIS
112
Accredited Investor Services
Minnesota
$342K 15,757 +593 +4%
NW
113
NewEdge Wealth
Pennsylvania
$321K 14,813
QC
114
Quantedge Capital
Singapore
$292K 13,457 -54,400 -80%
Truist Financial
115
Truist Financial
North Carolina
$291K 13,417 +55 +0.4%
SCA
116
SMH Capital Advisors
Texas
$284K 13,069 -190 -1%
Creative Planning
117
Creative Planning
Kansas
$283K 13,016 +242 +2%
JPMorgan Chase & Co
118
JPMorgan Chase & Co
New York
$282K 13,003 +166 +1%
PIA
119
Pinion Investment Advisors
Kansas
$276K 12,715 -21,615 -63%
LNWWM
120
Laird Norton Wetherby Wealth Management
California
$265K 12,203 +12,203 New
AQR Capital Management
121
AQR Capital Management
Connecticut
$264K 12,151 +12,151 New
FCMC
122
Founders Capital Management (Connecticut)
Connecticut
$252K 11,593 +241 +2%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$249K 11,451 -900 -7%
MCA
124
MSH Capital Advisors
Arizona
$248K 11,434 -1,225 -10%
KWM
125
Kingsview Wealth Management
Oregon
$247K 11,357 -643 -5%