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Adams Diversified Equity Fund
ADX

Overview Fund Activity

178 hedge funds and large institutions have $505M invested in Adams Diversified Equity Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 78 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-4
Holders Change %
-2.2%
% of All Funds
2.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
15
Increased
78
Reduced
48
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$67.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$20M
3
PCM
Penserra Capital Management
California
$4.47M
4
Raymond James Financial
Raymond James Financial
Florida
$22.8M
5
Stifel Financial
Stifel Financial
Missouri
$6.89M

Top Sellers

1
SCM
Saba Capital Management
New York
$84.8M
2
Morgan Stanley
Morgan Stanley
New York
$44.3M
3
PIWA
Prevail Innovative Wealth Advisors
Kansas
$0
4
1CP
1607 Capital Partners
Virginia
$12.4M
5
CIA
Concurrent Investment Advisors
Florida
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
126
MSH Capital Advisors
Arizona
$240K -$14K -735 -5%
PAG
127
Private Advisor Group
New Jersey
$239K -$2.34K -123 -1%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$235K -$1.98K -104 -0.8%
KWM
129
Kingsview Wealth Management
Oregon
$228K +$4.22K +222 +2%
WB
130
WesBanco Bank
West Virginia
$216K – – –
FCMC
131
Founders Capital Management (Connecticut)
Connecticut
$216K +$4.48K +236 +2%
SWM
132
Silverlake Wealth Management
Vermont
$205K -$10.5K -554 -5%
VF
133
Virtu Financial
New York
$203K +$203K +10,686 New
KWA
134
Kingswood Wealth Advisors
California
$203K -$13.5K -710 -6%
CFS
135
CRA Financial Services
New Jersey
$190K – – –
AF
136
Allworth Financial
California
$183K +$4.13K +219 +2%
TCM
137
Tradewinds Capital Management
Washington
$168K – – –
US Bancorp
138
US Bancorp
Minnesota
$139K -$38.2K -2,009 -22%
CCM
139
Coldstream Capital Management
Washington
$113K +$113K +5,955 New
MWM
140
MorganRosel Wealth Management
Colorado
$100K +$100K +5,292 New
SPIA
141
Steward Partners Investment Advisory
New York
$99.3K -$27.7K -1,456 -22%
FCT
142
First Community Trust
Iowa
$88.9K – – –
GEA
143
Glen Eagle Advisors
New Jersey
$87.6K +$1.9K +100 +2%
FCAS
144
First Command Advisory Services
Texas
$83.9K – – –
LI
145
LRI Investments
Florida
$54.4K +$1.18K +62 +2%
Comerica Bank
146
Comerica Bank
Texas
$53.5K -$2.58K -136 -5%
SS
147
Sunbelt Securities
Texas
$48.5K -$209 -11 -0.4%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$46K +$15.8K +832 +52%
UB
149
UMB Bank
Missouri
$45.7K +$45.7K +2,406 New
WA
150
WPG Advisers
Maryland
$43.5K -$23.6K -1,243 -35%
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6
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