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Adams Diversified Equity Fund

145 hedge funds and large institutions have $368M invested in Adams Diversified Equity Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
2.45%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
13
Increased
51
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
101
IFP Advisors
Florida
$104K
SPIA
102
Steward Partners Investment Advisory
New York
$93K -$153K -9,902 -62%
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$93K
CWC
104
Carolinas Wealth Consulting
North Carolina
$64K +$7.57K +492 +13%
AF
105
Allworth Financial
California
$57K +$57K +3,709 New
GEA
106
Glen Eagle Advisors
New Jersey
$54.8K
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$45K -$7.41K -485 -14%
PFSC
108
Peoples Financial Services Corp
Pennsylvania
$42K
CA
109
Clearstead Advisors
Ohio
$38K -$3.56K -234 -9%
EI
110
Ellevest Inc
New York
$36K
APA
111
American Portfolios Advisors
New York
$35.9K
US Bancorp
112
US Bancorp
Minnesota
$31K
SWM
113
SeaCrest Wealth Management
New York
$30K +$30K +1,947 New
HI
114
Hudock Inc
Pennsylvania
$23K
GLLW
115
Graves Light Lenhart Wealth
Virginia
$23K +$60 +4 +0.3%
SFG
116
Steward Financial Group
Texas
$20K
WOSD
117
WFA of San Diego
California
$19K +$19K +1,255 New
SIC
118
Salem Investment Counselors
North Carolina
$18K
PTC
119
Private Trust Company
Ohio
$18K +$18K +1,144 New
AP
120
Atwood & Palmer
Missouri
$16K
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$16K +$16K +1,038 New
SSB
122
Sandy Spring Bank
Maryland
$15K
SBL
123
Sargent Bickham Lagudis
Colorado
$15K
FCB
124
First Command Bank
Texas
$13K
FCFS
125
First Command Financial Services
Texas
$13K