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Adams Diversified Equity Fund

185 hedge funds and large institutions have $513M invested in Adams Diversified Equity Fund in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
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
RIL
151
Rothschild Investment LLC
Illinois
$48.3K
AIC
152
Archer Investment Corporation
Indiana
$42.1K
WA
153
WPG Advisers
Maryland
$33.5K
FFA
154
Farther Finance Advisors
California
$31.2K
WA
155
Westfuller Advisors
New York
$28.5K
AUB
156
Atlantic Union Bankshares
Virginia
$26.2K
AP
157
Atwood & Palmer
Missouri
$23.6K
MEG
158
Millstone Evans Group
Colorado
$22.2K
AAP
159
Arax Advisory Partners
Colorado
$21.6K
PTC
160
Private Trust Company
Ohio
$17.2K
KSWA
161
Kathleen S. Wright Associates
Pennsylvania
$14.8K
BSB
162
Bangor Savings Bank
Maine
$14.1K
SIS
163
Sound Income Strategies
Florida
$13.9K
HWP
164
Highline Wealth Partners
California
$12.3K
MG
165
Mather Group
Illinois
$11.9K
AAG
166
Armstrong Advisory Group
Massachusetts
$11.2K
AssetMark Inc
167
AssetMark Inc
California
$9.72K
LFG
168
Larson Financial Group
Missouri
$7.85K
GWM
169
Geneos Wealth Management
Colorado
$7.78K
HNB
170
Hilltop National Bank
Wyoming
$7.07K
CA
171
CoreCap Advisors
Michigan
$7K
SA
172
SRH Advisors
Kansas
$6.98K
TJHA
173
Thomas J. Herzfeld Advisors
Florida
$6.72K
BWAM
174
Boyd Watterson Asset Management
Ohio
$6.69K
CTWM
175
Cherry Tree Wealth Management
Minnesota
$5.62K