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Adams Diversified Equity Fund
ADX

Overview Fund Activity

182 hedge funds and large institutions have $1.75B invested in Adams Diversified Equity Fund in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+13
Holders Change %
+7.69%
% of All Funds
2.42%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
25
Increased
77
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.21B
2
Morgan Stanley
Morgan Stanley
New York
$49.9M
3
1CP
1607 Capital Partners
Virginia
$15.1M
4
Lazard Asset Management
Lazard Asset Management
New York
$60.5M
5
Cohen & Steers
Cohen & Steers
New York
$24.9M

Top Sellers

1
SCM
Saba Capital Management
New York
$110M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$10.8M
3
LCM
Landscape Capital Management
New Jersey
$2.72M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
$2.54M
5
Millennium Management
Millennium Management
New York
$329K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$252K – – –
LNWWM
127
Laird Norton Wetherby Wealth Management
California
$247K – – –
KWM
128
Kingsview Wealth Management
Oregon
$238K +$14.5K +717 +6%
GVAG
129
Great Valley Advisor Group
Delaware
$233K -$5.2K -257 -2%
KWA
130
Kingswood Wealth Advisors
California
$230K +$230K +11,391 New
SWM
131
Silverlake Wealth Management
Vermont
$230K – – –
WB
132
WesBanco Bank
West Virginia
$230K – – –
FCMC
133
Founders Capital Management (Connecticut)
Connecticut
$225K +$18.2K +903 +9%
TIAA Trust, National Association
134
TIAA Trust, National Association
North Carolina
$213K +$17.2K +850 +9%
TSS
135
Two Sigma Securities
New York
$210K +$210K +10,399 New
CFS
136
CRA Financial Services
New Jersey
$202K – – –
AF
137
Allworth Financial
California
$202K +$202K +9,519 New
US Bancorp
138
US Bancorp
Minnesota
$188K +$9.56K +473 +5%
TCM
139
Tradewinds Capital Management
Washington
$179K – – –
CSWM
140
Cassady Schiller Wealth Management
Ohio
$141K – – –
SPIA
141
Steward Partners Investment Advisory
New York
$135K +$11.6K +576 +9%
FCT
142
First Community Trust
Iowa
$94.5K – – –
GEA
143
Glen Eagle Advisors
New Jersey
$91.2K +$7.86K +389 +9%
FCAS
144
First Command Advisory Services
Texas
$89.3K +$89.3K +4,420 New
WA
145
WPG Advisers
Maryland
$71.3K +$71.3K +3,532 New
GWM
146
Geneos Wealth Management
Colorado
$66.6K +$20.8K +1,029 +45%
Comerica Bank
147
Comerica Bank
Texas
$59.6K +$2.02K +100 +4%
RDIA
148
RE Dickinson Investment Advisors
Iowa
$58K – – –
LI
149
LRI Investments
Florida
$56.6K – – –
EC
150
Elequin Capital
New York
$52.9K +$52.9K +2,617 New
4 5
6
7 8