ADX icon

Adams Diversified Equity Fund

158 hedge funds and large institutions have $626M invested in Adams Diversified Equity Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
2.32%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
16
Increased
61
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
101
SMH Capital Advisors
Texas
$252K -$301 -17 -0.1%
CIA
102
Concurrent Investment Advisors
Florida
$249K +$249K +14,055 New
SWM
103
Silverlake Wealth Management
Vermont
$242K
SCA
104
Snowden Capital Advisors
New York
$238K +$15K +847 +7%
TCBWMS
105
Texas Capital Bank Wealth Management Services
Texas
$238K +$15.1K +850 +7%
Truist Financial
106
Truist Financial
North Carolina
$234K +$1.43K +81 +0.6%
Creative Planning
107
Creative Planning
Kansas
$232K +$7.14K +403 +3%
SFS
108
Sowell Financial Services
Arkansas
$222K
NA
109
NewEdge Advisors
Louisiana
$217K -$15.1K -847 -7%
LNWWM
110
Laird Norton Wetherby Wealth Management
California
$216K
CL
111
Choreo LLC
Illinois
$210K
US Bancorp
112
US Bancorp
Minnesota
$193K
IC
113
IEQ Capital
California
$190K -$324K -18,311 -63%
MOS
114
MGO One Seven
Ohio
$188K -$4.32K -244 -2%
OAM
115
Occidental Asset Management
California
$187K +$187K +10,569 New
CWC
116
Carolinas Wealth Consulting
North Carolina
$182K
CFS
117
CRA Financial Services
New Jersey
$177K
EP
118
Eudaimonia Partners
Tennessee
$177K
FCT
119
First Community Trust
Iowa
$151K
CSWM
120
Cassady Schiller Wealth Management
Ohio
$124K
TCWA
121
Turtle Creek Wealth Advisors
Texas
$112K +$112K +6,337 New
SPIA
122
Steward Partners Investment Advisory
New York
$102K +$6.48K +366 +7%
MSWM
123
McGlone Suttner Wealth Management
Wisconsin
$83.6K +$83.6K +4,723 New
Comerica Bank
124
Comerica Bank
Texas
$83.3K +$956 +54 +1%
GEA
125
Glen Eagle Advisors
New Jersey
$71.6K +$4.5K +254 +7%