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Adams Diversified Equity Fund

189 hedge funds and large institutions have $516M invested in Adams Diversified Equity Fund in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 78 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$5.29M
2 +$1.74M
3 +$1.65M
4
B
Bensler
Washington
+$1.5M
5
Wells Fargo
Wells Fargo
California
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
UWP
101
Uniting Wealth Partners
Kansas
$488K
MWM
102
MinichMacGregor Wealth Management
New York
$482K
WB
103
WesBanco Bank
West Virginia
$454K
MA
104
Mezzasalma Advisors
New Jersey
$445K
AFG
105
Allegheny Financial Group
Pennsylvania
$412K
SCA
106
Sage Capital Advisors
South Dakota
$394K
Pathstone Holdings
107
Pathstone Holdings
New Jersey
$387K
RFC
108
Regions Financial Corp
Alabama
$386K
MP
109
McDonald Partners
Ohio
$381K
KPF
110
K2 Principal Fund
Ontario, Canada
$368K
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$353K
NW
112
NewEdge Wealth
Pennsylvania
$345K
AIS
113
Accredited Investor Services
Minnesota
$313K
SCA
114
SMH Capital Advisors
Texas
$307K
LNWWM
115
Laird Norton Wetherby Wealth Management
California
$294K
JP Morgan Chase
116
JP Morgan Chase
New York
$294K
Truist Financial
117
Truist Financial
North Carolina
$289K
WAM
118
Wolverine Asset Management
Illinois
$287K
FC
119
Financial Consulate
Maryland
$273K
FCMC
120
Founders Capital Management (Connecticut)
Connecticut
$264K
KWA
121
Kingswood Wealth Advisors
California
$256K
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$255K
MCA
123
MSH Capital Advisors
Arizona
$255K
Envestnet Asset Management
124
Envestnet Asset Management
Illinois
$250K
AHL
125
Abel Hall LLC
Louisiana
$250K