Adams Diversified Equity Fund
193 hedge funds and large institutions have $499M invested in Adams Diversified Equity Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 48 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
3% less capital invested
Capital invested by funds: $516M → $499M (-$17M)
1.55% less ownership
Funds ownership: 19.71% → 18.17% (-1.5%)
Holders
193
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$4.84M | |
| 2 | +$1.79M | |
| 3 | +$1.44M | |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$1.1M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$1.06M |
Top Sellers
| 1 | -$29.9M | |
| 2 | -$11.6M | |
| 3 | -$3.42M | |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$3.3M |
| 5 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$2.76M |
