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Adams Diversified Equity Fund
ADX

184 hedge funds and large institutions have $1.75B invested in Adams Diversified Equity Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

217% more capital invested

Capital invested by funds: $552M → $1.75B (+$1.2B)

157% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 30

9% more funds holding

Funds holding: 169 → 184 (+15)

2.83% more ownership

Funds ownership: 20.73% → 23.56% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
184
Holders Change
+15
Holders Change %
+8.88%
% of All Funds
2.42%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
27
Increased
77
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.5M
2
1CP
1607 Capital Partners
Virginia
+$3.31M
3
Lazard Asset Management
Lazard Asset Management
New York
+$3.07M
4
Cohen & Steers
Cohen & Steers
New York
+$2.99M
5
B
Bensler
Washington
+$2.43M

Top Sellers

1
SCM
Saba Capital Management
New York
-$21.2M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$7.77M
3
LCM
Landscape Capital Management
New Jersey
-$5.94M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$3.6M
5
Millennium Management
Millennium Management
New York
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
151
Elequin Capital
New York
$52.9K +$55.8K +2,617 New
SS
152
Sunbelt Securities
Texas
$52K – – –
PMFA
153
Plante Moran Financial Advisors
Michigan
$42.1K – – –
RIL
154
Rothschild Investment LLC
Illinois
$42K +$3.82K +179 +9%
AIC
155
Archer Investment Corporation
Indiana
$38.2K – – –
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$32K +$22.7K +1,064 +204%
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$31.2K +$32.6K +1,527 New
FFA
158
Farther Finance Advisors
California
$28.3K – – –
MEG
159
Millstone Evans Group
Colorado
$21.7K +$22.9K +1,074 New
AP
160
Atwood & Palmer
Missouri
$21.4K – – –
SSB
161
Sandy Spring Bank
Maryland
$19.7K – – –
IA
162
IFP Advisors
Florida
$18.6K – – –
PTC
163
Private Trust Company
Ohio
$14.7K +$1.32K +62 +9%
KSWA
164
Kathleen S. Wright Associates
Pennsylvania
$13.4K – – –
BSB
165
Bangor Savings Bank
Maine
$12.8K – – –
SIS
166
Sound Income Strategies
Florida
$12.4K – – –
MG
167
Mather Group
Illinois
$10.7K – – –
AssetMark Inc
168
AssetMark Inc
California
$8.81K +$7.77K +364 +506%
LFG
169
Larson Financial Group
Missouri
$7.11K -$1.13K -53 -13%
HNB
170
Hilltop National Bank
Wyoming
$6.4K – – –
CA
171
CoreCap Advisors
Michigan
$6.34K – – –
SA
172
SRH Advisors
Kansas
$6.32K – – –
BWAM
173
Boyd Watterson Asset Management
Ohio
$6.06K – – –
CTWM
174
Cherry Tree Wealth Management
Minnesota
$5.09K – – –
CFD
175
Creative Financial Designs
Indiana
$4.28K -$6.32K -296 -58%
4 5 6
7
8

ADX Hedge Fund Activity: Q4 2024 in Review

184 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q4 2024, worth a combined $1.75B — up 217% from $552M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ADX positions and 8 closed out — a net gain of 19 holders — while 77 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.5M. The largest seller was Saba Capital Management, cutting an estimated $21.2M.

  • 184 institutional investors held Adams Diversified Equity Fund (ADX) as of Q4 2024, up from 169 in Q3 2024.
  • Funds reported $1.75B of Adams Diversified Equity Fund stock for Q4 2024, up 217% quarter-over-quarter.
  • 27 funds opened new Adams Diversified Equity Fund positions in Q4 2024 and 8 closed out, a net change of +19 holders.
  • The largest Adams Diversified Equity Fund buyer in Q4 2024 was Morgan Stanley, an estimated $13.5M added.
  • The largest Adams Diversified Equity Fund seller in Q4 2024 was Saba Capital Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q4 2024.