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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.

Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.5%
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 %
AHL
126
Abel Hall LLC
Louisiana
$243K +$243K +11,200 New
KWA
127
Kingswood Wealth Advisors
California
$237K +$5.21K +240 +2%
SWM
128
Silverlake Wealth Management
Vermont
$235K
VIPI
129
Vista Investment Partners II
Indiana
$226K +$226K +10,394 New
TIAA Trust, National Association
130
TIAA Trust, National Association
North Carolina
$218K +$218K +10,062 New
SCA
131
Snowden Capital Advisors
New York
$217K +$217K +10,006 New
CFS
132
CRA Financial Services
New Jersey
$217K
AF
133
Allworth Financial
California
$216K +$4.78K +220 +2%
VFPW
134
Vantage Financial Partners (Wisconsin)
Wisconsin
$215K +$215K +9,922 New
BFWA
135
Benchmark Financial Wealth Advisors
Florida
$213K +$213K +9,829 New
BCA
136
Bay Colony Advisors
Massachusetts
$213K +$213K +9,810 New
VA
137
Valmark Advisers
Ohio
$213K +$213K +9,797 New
HWMO
138
Heritage Wealth Management (Ohio)
Ohio
$210K +$210K +9,659 New
GA
139
GoalVest Advisory
New York
$198K +$198K +9,119 New
TCM
140
Tradewinds Capital Management
Washington
$193K
US Bancorp
141
US Bancorp
Minnesota
$162K +$3.5K +161 +2%
SPIA
142
Steward Partners Investment Advisory
New York
$120K +$6.75K +311 +6%
MWM
143
MorganRosel Wealth Management
Colorado
$115K
GEA
144
Glen Eagle Advisors
New Jersey
$102K +$2.24K +103 +2%
FCT
145
First Community Trust
Iowa
$102K
FCAS
146
First Command Advisory Services
Texas
$96K
Comerica Bank
147
Comerica Bank
Texas
$93.3K +$32.2K +1,484 +53%
SA
148
Scarborough Advisors
Maryland
$71.5K +$71.5K +3,294 New
LI
149
LRI Investments
Florida
$63.6K +$1.39K +64 +2%
FFO
150
Fortitude Family Office
Arizona
$63K +$63K +2,900 New