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Adams Diversified Equity Fund

187 hedge funds and large institutions have $537M 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, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMS
101
Capital Market Strategies
Florida
$437K
WB
102
WesBanco Bank
West Virginia
$420K
AFG
103
Allegheny Financial Group
Pennsylvania
$401K
EWA
104
EP Wealth Advisors
California
$401K
SC
105
Savant Capital
Illinois
$395K
SCA
106
Sage Capital Advisors
South Dakota
$389K
Pathstone Holdings
107
Pathstone Holdings
New Jersey
$376K
RFC
108
Regions Financial Corp
Alabama
$376K
GWM
109
Geneos Wealth Management
Colorado
$366K
MP
110
McDonald Partners
Ohio
$363K
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$362K
KPF
112
K2 Principal Fund
Ontario, Canada
$351K
AIS
113
Accredited Investor Services
Minnesota
$342K
NW
114
NewEdge Wealth
Pennsylvania
$321K
QC
115
Quantedge Capital
Singapore
$292K
Truist Financial
116
Truist Financial
North Carolina
$291K
SCA
117
SMH Capital Advisors
Texas
$284K
Creative Planning
118
Creative Planning
Kansas
$283K
JPMorgan Chase & Co
119
JPMorgan Chase & Co
New York
$282K
PIA
120
Pinion Investment Advisors
Kansas
$276K
LNWWM
121
Laird Norton Wetherby Wealth Management
California
$265K
AQR Capital Management
122
AQR Capital Management
Connecticut
$264K
FCMC
123
Founders Capital Management (Connecticut)
Connecticut
$252K
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$249K
MCA
125
MSH Capital Advisors
Arizona
$248K