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Adams Diversified Equity Fund
ADX

Overview Fund Activity

182 hedge funds and large institutions have $1.75B invested in Adams Diversified Equity Fund in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
182
Holders Change
+13
Holders Change %
+7.69%
% of All Funds
2.42%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
25
Increased
77
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.21B
2
Morgan Stanley
2
Morgan Stanley
New York
$49.9M
3
1CP
3
1607 Capital Partners
Virginia
$15.1M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$60.5M
5
Cohen & Steers
5
Cohen & Steers
New York
$24.9M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$110M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$10.8M
3
LCM
3
Landscape Capital Management
New Jersey
$2.72M
4
PIWA
4
Prevail Innovative Wealth Advisors
Kansas
$2.54M
5
Millennium Management
5
Millennium Management
New York
$329K
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
101
Transform Wealth
Colorado
$436K – – –
MA
102
Mezzasalma Advisors
New Jersey
$419K +$419K +20,726 New
OC
103
Oppenheimer & Co
New York
$416K +$5.01K +248 +1%
PAS
104
Park Avenue Securities
New York
$397K +$88.7K +4,389 +29%
HI
105
Harbour Investments
Wisconsin
$394K – – –
PCG
106
Prosperity Consulting Group
Maryland
$390K – – –
UWP
107
Uniting Wealth Partners
Kansas
$384K +$384K +18,996 New
AWM
108
Avior Wealth Management
Nebraska
$383K – – –
AFG
109
Allegheny Financial Group
Pennsylvania
$373K -$54.1K -2,677 -13%
SC
110
Savant Capital
Illinois
$372K -$20.7K -1,023 -5%
RFC
111
Regions Financial Corp
Alabama
$352K +$30.4K +1,507 +9%
LFAS
112
Level Four Advisory Services
Texas
$341K +$29.4K +1,454 +9%
PIA
113
Pinion Investment Advisors
Kansas
$339K +$29.3K +1,450 +9%
Millennium Management
114
Millennium Management
New York
$329K -$1.31M -64,632 -80%
PS
115
Principal Securities
Iowa
$318K – – –
KPF
116
K2 Principal Fund
Ontario, Canada
$313K +$313K +15,478 New
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$307K +$64.6K +3,199 +27%
NW
118
NewEdge Wealth
Pennsylvania
$299K – – –
CAM
119
Concorde Asset Management
Michigan
$293K +$24.4K +1,210 +9%
SCA
120
SMH Capital Advisors
Texas
$273K -$3.88K -192 -1%
MCA
121
MSH Capital Advisors
Arizona
$271K -$28.2K -1,395 -9%
Truist Financial
122
Truist Financial
North Carolina
$269K +$2.34K +116 +0.9%
Creative Planning
123
Creative Planning
Kansas
$258K +$1.07K +53 +0.4%
PAG
124
Private Advisor Group
New Jersey
$257K -$101K -4,984 -28%
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$257K +$14.2K +702 +6%
3 4
5
6 7