We are live on ! Find out more
ADX icon

Adams Diversified Equity Fund

200 hedge funds and large institutions have $506M invested in Adams Diversified Equity Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

65% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 48

5% more funds holding

Funds holding: 191200 (+9)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less capital invested

Capital invested by funds: $520M → $506M (-$13.7M)

1.44% less ownership

Funds ownership: 19.87%18.43% (-1.4%)

Holders
200
Holders Change
+9
Holders Change %
+4.71%
% of All Funds
2.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
27
Increased
79
Reduced
48
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$273K +$54.6K +2,385 +26%
HWMG
127
Harbour Wealth Management Group
South Carolina
$270K +$265K +11,559 New
P
128
&Partners
Tennessee
$264K +$259K +11,331 New
AHL
129
Abel Hall LLC
Louisiana
$261K
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$258K +$170K +7,441 +206%
BCM
131
Brookstone Capital Management
Illinois
$255K +$250K +10,927 New
BCA
132
Bay Colony Advisors
Massachusetts
$253K +$20.4K +889 +9%
SWM
133
Silverlake Wealth Management
Vermont
$252K
SCA
134
Snowden Capital Advisors
New York
$243K +$4.63K +202 +2%
Envestnet Asset Management
135
Envestnet Asset Management
Illinois
$243K -$18.2K -796 -7%
VIPI
136
Vista Investment Partners II
Indiana
$242K
VFPW
137
Vantage Financial Partners (Wisconsin)
Wisconsin
$241K +$4.67K +204 +2%
TIAA Trust, National Association
138
TIAA Trust, National Association
North Carolina
$239K -$12.8K -559 -5%
BFWA
139
Benchmark Financial Wealth Advisors
Florida
$239K +$4.63K +202 +2%
CFS
140
CRA Financial Services
New Jersey
$233K
PIWA
141
Prevail Innovative Wealth Advisors
Kansas
$230K -$1.57M -68,708 -87%
VA
142
Valmark Advisers
Ohio
$228K
AIS
143
Accredited Investor Services
Minnesota
$221K -$105K -4,570 -33%
GA
144
GoalVest Advisory
New York
$219K
PIA
145
Pinion Investment Advisors
Kansas
$219K
AWS
146
Alliance Wealth Strategies
Virginia
$216K +$212K +9,277 New
SFA
147
Sequoia Financial Advisors
Ohio
$213K
DIA
148
Dana Investment Advisors
Wisconsin
$212K +$208K +9,103 New
TCM
149
Tradewinds Capital Management
Washington
$207K
MCA
150
MSH Capital Advisors
Arizona
$206K -$59.8K -2,610 -23%