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Adams Diversified Equity Fund

185 hedge funds and large institutions have $513M invested in Adams Diversified Equity Fund in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
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
WIA
126
World Investment Advisors
California
$232K
VIPI
127
Vista Investment Partners II
Indiana
$232K
SCA
128
Snowden Capital Advisors
New York
$228K
VFPW
129
Vantage Financial Partners (Wisconsin)
Wisconsin
$226K
BFWA
130
Benchmark Financial Wealth Advisors
Florida
$224K
CFS
131
CRA Financial Services
New Jersey
$223K
BCA
132
Bay Colony Advisors
Massachusetts
$223K
VA
133
Valmark Advisers
Ohio
$218K
SWP
134
Stratos Wealth Partners
Ohio
$217K
PIA
135
Pinion Investment Advisors
Kansas
$216K
HWMO
136
Heritage Wealth Management (Ohio)
Ohio
$215K
GA
137
GoalVest Advisory
New York
$209K
SPIA
138
Steward Partners Investment Advisory
New York
$209K
Creative Planning
139
Creative Planning
Kansas
$208K
SFA
140
Sequoia Financial Advisors
Ohio
$204K
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$200K
TCM
142
Tradewinds Capital Management
Washington
$198K
US Bancorp
143
US Bancorp
Minnesota
$170K
GEA
144
Glen Eagle Advisors
New Jersey
$107K
FCT
145
First Community Trust
Iowa
$104K
Comerica Bank
146
Comerica Bank
Texas
$98.6K
FCAS
147
First Command Advisory Services
Texas
$98.6K
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$80K
LI
149
LRI Investments
Florida
$66.7K
UB
150
UMB Bank
Missouri
$54.9K