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Adams Diversified Equity Fund

169 hedge funds and large institutions have $552M invested in Adams Diversified Equity Fund in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 13 closing their positions.

Holders
169
Holders Change
+10
Holders Change %
+6.29%
% of All Funds
2.45%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
25
Increased
47
Reduced
61
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MG
151
Mather Group
Illinois
$11.5K
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$11K +$11K +522 New
CFD
153
Creative Financial Designs
Indiana
$11K -$31.8K -1,475 -74%
LFG
154
Larson Financial Group
Missouri
$8.74K
HNB
155
Hilltop National Bank
Wyoming
$6.84K
CA
156
CoreCap Advisors
Michigan
$6.77K +$6.77K +314 New
SA
157
SRH Advisors
Kansas
$6.75K
BWAM
158
Boyd Watterson Asset Management
Ohio
$6.47K
RDIA
159
RE Dickinson Investment Advisors
Iowa
$6.21K
CTWM
160
Cherry Tree Wealth Management
Minnesota
$5.43K
MBFW
161
Morton Brown Family Wealth
Pennsylvania
$4.18K
MCA
162
Maryland Capital Advisors
Maryland
$3.77K
ATS
163
Ashton Thomas Securities
New York
$2.39K +$2.39K +111 New
WT
164
Whittier Trust
California
$2.26K -$948 -44 -30%
AssetMark Inc
165
AssetMark Inc
California
$1.55K
AIM
166
Arcadia Investment Management
Michigan
$947 -$387 -18 -29%
TRCT
167
Tower Research Capital (TRC)
New York
$216 +$216 +10 New
Citigroup
168
Citigroup
New York
$108
HNB
169
Huntington National Bank
Ohio
$22 -$21
Fidelity Investments
170
Fidelity Investments
Massachusetts
$22 +$22 +1 New
AW
171
Atlas Wealth
Ohio
-$29.8M -1,372,873 Closed
SIA
172
Sit Investment Associates
Minnesota
-$7.39M -343,833 Closed
SA
173
Sanctuary Advisors
Indiana
-$2.06M -108,715 Closed
KIM
174
Karpus Investment Management
New York
-$1.7M -78,884 Closed
IAIM
175
International Assets Investment Management
Florida
-$928K -43,176 Closed