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Adams Diversified Equity Fund

186 hedge funds and large institutions have $531M invested in Adams Diversified Equity Fund in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
73
Reduced
46
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WB
101
WesBanco Bank
West Virginia
$420K +$174K +8,000 +70%
AFG
102
Allegheny Financial Group
Pennsylvania
$401K
EWA
103
EP Wealth Advisors
California
$401K +$401K +18,455 New
SC
104
Savant Capital
Illinois
$395K +$2.39K +110 +0.6%
SCA
105
Sage Capital Advisors
South Dakota
$389K -$39.2K -1,804 -9%
Pathstone Holdings
106
Pathstone Holdings
New Jersey
$376K -$203K -9,342 -35%
RFC
107
Regions Financial Corp
Alabama
$376K -$2.37K -109 -0.6%
GWM
108
Geneos Wealth Management
Colorado
$366K -$402K -18,527 -52%
MP
109
McDonald Partners
Ohio
$363K +$8.01K +369 +2%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$362K +$30.2K +1,390 +9%
KPF
111
K2 Principal Fund
Ontario, Canada
$351K +$7.73K +356 +2%
AIS
112
Accredited Investor Services
Minnesota
$342K +$12.9K +593 +4%
NW
113
NewEdge Wealth
Pennsylvania
$321K
QC
114
Quantedge Capital
Singapore
$292K -$1.18M -54,400 -80%
Truist Financial
115
Truist Financial
North Carolina
$291K +$1.19K +55 +0.4%
SCA
116
SMH Capital Advisors
Texas
$284K -$4.13K -190 -1%
Creative Planning
117
Creative Planning
Kansas
$283K +$5.25K +242 +2%
JPMorgan Chase & Co
118
JPMorgan Chase & Co
New York
$282K +$3.6K +166 +1%
PIA
119
Pinion Investment Advisors
Kansas
$276K -$469K -21,615 -63%
LNWWM
120
Laird Norton Wetherby Wealth Management
California
$265K +$265K +12,203 New
AQR Capital Management
121
AQR Capital Management
Connecticut
$264K +$264K +12,151 New
FCMC
122
Founders Capital Management (Connecticut)
Connecticut
$252K +$5.23K +241 +2%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$249K -$19.5K -900 -7%
MCA
124
MSH Capital Advisors
Arizona
$248K -$26.6K -1,225 -10%
KWM
125
Kingsview Wealth Management
Oregon
$247K -$14K -643 -5%