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Adams Diversified Equity Fund

187 hedge funds and large institutions have $537M 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, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
126
Kingsview Wealth Management
Oregon
$247K
AHL
127
Abel Hall LLC
Louisiana
$243K
KWA
128
Kingswood Wealth Advisors
California
$237K
SWM
129
Silverlake Wealth Management
Vermont
$235K
VIPI
130
Vista Investment Partners II
Indiana
$226K
TIAA Trust, National Association
131
TIAA Trust, National Association
North Carolina
$218K
SCA
132
Snowden Capital Advisors
New York
$217K
CFS
133
CRA Financial Services
New Jersey
$217K
AF
134
Allworth Financial
California
$216K
VFPW
135
Vantage Financial Partners (Wisconsin)
Wisconsin
$215K
BFWA
136
Benchmark Financial Wealth Advisors
Florida
$213K
BCA
137
Bay Colony Advisors
Massachusetts
$213K
VA
138
Valmark Advisers
Ohio
$213K
HWMO
139
Heritage Wealth Management (Ohio)
Ohio
$210K
GA
140
GoalVest Advisory
New York
$198K
TCM
141
Tradewinds Capital Management
Washington
$193K
US Bancorp
142
US Bancorp
Minnesota
$162K
SPIA
143
Steward Partners Investment Advisory
New York
$120K
MWM
144
MorganRosel Wealth Management
Colorado
$115K
GEA
145
Glen Eagle Advisors
New Jersey
$102K
FCT
146
First Community Trust
Iowa
$102K
FCAS
147
First Command Advisory Services
Texas
$96K
Comerica Bank
148
Comerica Bank
Texas
$93.3K
SA
149
Scarborough Advisors
Maryland
$71.5K
LI
150
LRI Investments
Florida
$63.6K