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Adams Diversified Equity Fund
ADX

Overview Fund Activity

178 hedge funds and large institutions have $505M invested in Adams Diversified Equity Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 78 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-4
Holders Change %
-2.2%
% of All Funds
2.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
15
Increased
78
Reduced
48
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$67.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$20M
3
PCM
3
Penserra Capital Management
California
$4.47M
4
Raymond James Financial
4
Raymond James Financial
Florida
$22.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$6.89M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$84.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$44.3M
3
PIWA
3
Prevail Innovative Wealth Advisors
Kansas
$0
4
1CP
4
1607 Capital Partners
Virginia
$12.4M
5
CIA
5
Concurrent Investment Advisors
Florida
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
101
Concorde Asset Management
Michigan
$436K +$164K +8,778 +61%
HI
102
Harbour Investments
Wisconsin
$428K +$57.3K +3,017 +15%
AWM
103
Avior Wealth Management
Nebraska
$421K +$61.7K +3,250 +17%
MWM
104
MinichMacGregor Wealth Management
New York
$416K +$994 +324 +0.2%
TW
105
Transform Wealth
Colorado
$410K – – –
CMS
106
Capital Market Strategies
Florida
$401K -$49K -2,582 -11%
MA
107
Mezzasalma Advisors
New Jersey
$401K +$7.62K +401 +2%
UWP
108
Uniting Wealth Partners
Kansas
$387K +$26.4K +1,390 +7%
SCA
109
Sage Capital Advisors
South Dakota
$374K -$56.8K -2,990 -13%
AFG
110
Allegheny Financial Group
Pennsylvania
$351K – – –
SC
111
Savant Capital
Illinois
$343K -$6.89K -363 -2%
RFC
112
Regions Financial Corp
Alabama
$331K -$19 -1 -0%
LFAS
113
Level Four Advisory Services
Texas
$327K +$6.17K +325 +2%
SG
114
StoneX Group
New York
$319K +$319K +16,800 New
PS
115
Principal Securities
Iowa
$318K – – –
MP
116
McDonald Partners
Ohio
$311K +$311K +16,360 New
KPF
117
K2 Principal Fund
Ontario, Canada
$301K +$6.61K +348 +2%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$291K +$2.13K +112 +0.7%
AIS
119
Accredited Investor Services
Minnesota
$288K +$288K +15,164 New
NW
120
NewEdge Wealth
Pennsylvania
$281K – – –
Walleye Capital
121
Walleye Capital
New York
$278K +$278K +14,632 New
Truist Financial
122
Truist Financial
North Carolina
$254K +$551 +29 +0.2%
SCA
123
SMH Capital Advisors
Texas
$252K -$5.26K -277 -2%
JPMorgan Chase & Co
124
JPMorgan Chase & Co
New York
$244K +$2.58K +136 +1%
Creative Planning
125
Creative Planning
Kansas
$243K +$247 +13 +0.1%
3 4
5
6 7