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Adams Diversified Equity Fund
ADX

189 hedge funds and large institutions have $542M invested in Adams Diversified Equity Fund in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

61% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 46

6% more capital invested

Capital invested by funds: $511M → $542M (+$30.9M)

5% more funds holding

Funds holding: 180 → 189 (+9)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

1.63% less ownership

Funds ownership: 22.95% → 21.33% (-1.6%)

Holders
189
Holders Change
+9
Holders Change %
+5%
% of All Funds
2.49%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
28
Increased
74
Reduced
46
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$5.07M
2
Morgan Stanley
Morgan Stanley
New York
+$4.67M
3
IFG
Independent Financial Group
California
+$3M
4
WIA
Westbourne Investment Advisors
Maryland
+$1.41M
5
MIC
Means Investment Company
Maine
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$31.4M
2
JRCM
Jones Road Capital Management
New York
-$7.96M
3
SFS
Shaker Financial Services
Virginia
-$3.94M
4
WAM
Wolverine Asset Management
Illinois
-$2.9M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
126
MSH Capital Advisors
Arizona
$248K -$24.1K -1,225 -10%
KWM
127
Kingsview Wealth Management
Oregon
$247K -$12.7K -643 -5%
AHL
128
Abel Hall LLC
Louisiana
$243K +$221K +11,200 New
KWA
129
Kingswood Wealth Advisors
California
$237K +$4.73K +240 +2%
SWM
130
Silverlake Wealth Management
Vermont
$235K – – –
VIPI
131
Vista Investment Partners II
Indiana
$226K +$205K +10,394 New
TIAA Trust, National Association
132
TIAA Trust, National Association
North Carolina
$218K +$198K +10,062 New
SCA
133
Snowden Capital Advisors
New York
$217K +$197K +10,006 New
CFS
134
CRA Financial Services
New Jersey
$217K – – –
AF
135
Allworth Financial
California
$216K +$4.34K +220 +2%
VFPW
136
Vantage Financial Partners (Wisconsin)
Wisconsin
$215K +$196K +9,922 New
BFWA
137
Benchmark Financial Wealth Advisors
Florida
$213K +$194K +9,829 New
BCA
138
Bay Colony Advisors
Massachusetts
$213K +$193K +9,810 New
VA
139
Valmark Advisers
Ohio
$213K +$193K +9,797 New
HWMO
140
Heritage Wealth Management (Ohio)
Ohio
$210K +$190K +9,659 New
GA
141
GoalVest Advisory
New York
$198K +$180K +9,119 New
TCM
142
Tradewinds Capital Management
Washington
$193K – – –
US Bancorp
143
US Bancorp
Minnesota
$162K +$3.17K +161 +2%
SPIA
144
Steward Partners Investment Advisory
New York
$120K +$6.13K +311 +6%
MWM
145
MorganRosel Wealth Management
Colorado
$115K – – –
GEA
146
Glen Eagle Advisors
New Jersey
$102K +$2.03K +103 +2%
FCT
147
First Community Trust
Iowa
$102K – – –
FCAS
148
First Command Advisory Services
Texas
$96K – – –
Comerica Bank
149
Comerica Bank
Texas
$93.3K +$29.3K +1,484 +53%
SA
150
Scarborough Advisors
Maryland
$71.5K +$64.9K +3,294 New
4 5
6
7 8

ADX Hedge Fund Activity: Q2 2025 in Review

189 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q2 2025, worth a combined $542M — up 6% from $511M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ADX positions and 16 closed out — a net gain of 12 holders — while 74 added to existing stakes and 46 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.07M. The largest seller was Saba Capital Management, cutting an estimated $31.4M.

  • 189 institutional investors held Adams Diversified Equity Fund (ADX) as of Q2 2025, up from 180 in Q1 2025.
  • Funds reported $542M of Adams Diversified Equity Fund stock for Q2 2025, up 6% quarter-over-quarter.
  • 28 funds opened new Adams Diversified Equity Fund positions in Q2 2025 and 16 closed out, a net change of +12 holders.
  • The largest Adams Diversified Equity Fund buyer in Q2 2025 was LPL Financial, an estimated $5.07M added.
  • The largest Adams Diversified Equity Fund seller in Q2 2025 was Saba Capital Management, an estimated $31.4M sold.

Based on aggregated 13F filings for Q2 2025.