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Adams Diversified Equity Fund

186 hedge funds and large institutions have $531M 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, 46 reducing their positions, and 16 closing their positions.

Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.5%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
73
Reduced
46
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$62K +$9.14K +418 +17%
SIS
152
Sound Income Strategies
Florida
$56.8K +$43.4K +2,000 +325%
UB
153
UMB Bank
Missouri
$53.4K +$1.17K +54 +2%
SS
154
Sunbelt Securities
Texas
$51.8K +$222 +11 +0.4%
RIL
155
Rothschild Investment LLC
Illinois
$46K +$999 +46 +2%
AIC
156
Archer Investment Corporation
Indiana
$41K
WA
157
WPG Advisers
Maryland
$37.5K -$12.2K -561 -25%
IA
158
IFP Advisors
Florida
$35.2K +$15.2K +700 +76%
FFA
159
Farther Finance Advisors
California
$30.4K
AP
160
Atwood & Palmer
Missouri
$22.9K
SRCM
161
Signature Resources Capital Management
California
$22.9K +$22.9K +1,055 New
GIM
162
Glenmede Investment Management
Pennsylvania
$21.7K +$21.7K +1,000 New
CTC
163
Central Trust Company
Missouri
$21.7K +$21.7K +1,000 New
MEG
164
Millstone Evans Group
Colorado
$21.2K
CIBC Private Wealth Group
165
CIBC Private Wealth Group
Georgia
$21.2K +$21.2K +975 +97,500%
AUB
166
Atlantic Union Bankshares
Virginia
$21.2K +$21.2K +975 New
PTC
167
Private Trust Company
Ohio
$16.4K +$347 +16 +2%
KSWA
168
Kathleen S. Wright Associates
Pennsylvania
$14.4K
BSB
169
Bangor Savings Bank
Maine
$13.7K
AAG
170
Armstrong Advisory Group
Massachusetts
$10.9K +$10.9K +500 New
AssetMark Inc
171
AssetMark Inc
California
$9.47K -$12.3K -567 -57%
LFG
172
Larson Financial Group
Missouri
$7.64K
HNB
173
Hilltop National Bank
Wyoming
$6.88K +$6.88K +317 New
CA
174
CoreCap Advisors
Michigan
$6.82K
SA
175
SRH Advisors
Kansas
$6.8K