ADX icon

Adams Diversified Equity Fund

189 hedge funds and large institutions have $516M invested in Adams Diversified Equity Fund in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 78 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$5.29M
2 +$1.74M
3 +$1.65M
4
B
Bensler
Washington
+$1.5M
5
Wells Fargo
Wells Fargo
California
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
126
TIAA Trust, National Association
North Carolina
$241K
SWM
127
Silverlake Wealth Management
Vermont
$241K
WIA
128
World Investment Advisors
California
$232K
VIPI
129
Vista Investment Partners II
Indiana
$232K
SCA
130
Snowden Capital Advisors
New York
$228K
AF
131
Allworth Financial
California
$227K
VFPW
132
Vantage Financial Partners (Wisconsin)
Wisconsin
$226K
BFWA
133
Benchmark Financial Wealth Advisors
Florida
$224K
CFS
134
CRA Financial Services
New Jersey
$223K
BCA
135
Bay Colony Advisors
Massachusetts
$223K
VA
136
Valmark Advisers
Ohio
$218K
SWP
137
Stratos Wealth Partners
Ohio
$217K
PIA
138
Pinion Investment Advisors
Kansas
$216K
HWMO
139
Heritage Wealth Management (Ohio)
Ohio
$215K
GA
140
GoalVest Advisory
New York
$209K
SPIA
141
Steward Partners Investment Advisory
New York
$209K
Creative Planning
142
Creative Planning
Kansas
$208K
SFA
143
Sequoia Financial Advisors
Ohio
$204K
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$200K
TCM
145
Tradewinds Capital Management
Washington
$198K
US Bancorp
146
US Bancorp
Minnesota
$170K
GEA
147
Glen Eagle Advisors
New Jersey
$107K
FCT
148
First Community Trust
Iowa
$104K
Comerica Bank
149
Comerica Bank
Texas
$98.6K
FCAS
150
First Command Advisory Services
Texas
$98.6K