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Adams Diversified Equity Fund
ADX

184 hedge funds and large institutions have $1.75B invested in Adams Diversified Equity Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

217% more capital invested

Capital invested by funds: $552M → $1.75B (+$1.2B)

157% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 30

9% more funds holding

Funds holding: 169 → 184 (+15)

2.83% more ownership

Funds ownership: 20.73% → 23.56% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
184
Holders Change
+15
Holders Change %
+8.88%
% of All Funds
2.42%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
27
Increased
77
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.5M
2
1CP
1607 Capital Partners
Virginia
+$3.31M
3
Lazard Asset Management
Lazard Asset Management
New York
+$3.07M
4
Cohen & Steers
Cohen & Steers
New York
+$2.99M
5
B
Bensler
Washington
+$2.43M

Top Sellers

1
SCM
Saba Capital Management
New York
-$21.2M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$7.77M
3
LCM
Landscape Capital Management
New Jersey
-$5.94M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$3.6M
5
Millennium Management
Millennium Management
New York
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$438K +$22.3K +1,047 +5%
TW
102
Transform Wealth
Colorado
$436K – – –
MA
103
Mezzasalma Advisors
New Jersey
$419K +$442K +20,726 New
OC
104
Oppenheimer & Co
New York
$416K +$5.29K +248 +1%
PAS
105
Park Avenue Securities
New York
$397K +$93.6K +4,389 +29%
HI
106
Harbour Investments
Wisconsin
$394K – – –
PCG
107
Prosperity Consulting Group
Maryland
$390K – – –
UWP
108
Uniting Wealth Partners
Kansas
$384K +$405K +18,996 New
AWM
109
Avior Wealth Management
Nebraska
$383K – – –
AFG
110
Allegheny Financial Group
Pennsylvania
$373K -$57.1K -2,677 -13%
SC
111
Savant Capital
Illinois
$372K -$21.8K -1,023 -5%
RFC
112
Regions Financial Corp
Alabama
$352K +$32.2K +1,507 +9%
LFAS
113
Level Four Advisory Services
Texas
$341K +$31K +1,454 +9%
PIA
114
Pinion Investment Advisors
Kansas
$339K +$30.9K +1,450 +9%
Millennium Management
115
Millennium Management
New York
$329K -$1.38M -64,632 -80%
PS
116
Principal Securities
Iowa
$318K – – –
KPF
117
K2 Principal Fund
Ontario, Canada
$313K +$330K +15,478 New
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$307K +$68.3K +3,199 +27%
NW
119
NewEdge Wealth
Pennsylvania
$299K – – –
CAM
120
Concorde Asset Management
Michigan
$293K +$25.8K +1,210 +9%
SCA
121
SMH Capital Advisors
Texas
$273K -$4.1K -192 -1%
MCA
122
MSH Capital Advisors
Arizona
$271K -$29.8K -1,395 -9%
Truist Financial
123
Truist Financial
North Carolina
$269K +$2.48K +116 +0.9%
Creative Planning
124
Creative Planning
Kansas
$258K +$1.13K +53 +0.4%
PAG
125
Private Advisor Group
New Jersey
$257K -$106K -4,984 -28%
3 4
5
6 7

ADX Hedge Fund Activity: Q4 2024 in Review

184 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q4 2024, worth a combined $1.75B — up 217% from $552M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ADX positions and 8 closed out — a net gain of 19 holders — while 77 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.5M. The largest seller was Saba Capital Management, cutting an estimated $21.2M.

  • 184 institutional investors held Adams Diversified Equity Fund (ADX) as of Q4 2024, up from 169 in Q3 2024.
  • Funds reported $1.75B of Adams Diversified Equity Fund stock for Q4 2024, up 217% quarter-over-quarter.
  • 27 funds opened new Adams Diversified Equity Fund positions in Q4 2024 and 8 closed out, a net change of +19 holders.
  • The largest Adams Diversified Equity Fund buyer in Q4 2024 was Morgan Stanley, an estimated $13.5M added.
  • The largest Adams Diversified Equity Fund seller in Q4 2024 was Saba Capital Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q4 2024.