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Adams Diversified Equity Fund

182 hedge funds and large institutions have $1.75B invested in Adams Diversified Equity Fund in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+13
Holders Change %
+7.69%
% of All Funds
2.42%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
25
Increased
77
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
151
Sunbelt Securities
Texas
$52K
PMFA
152
Plante Moran Financial Advisors
Michigan
$42.1K
RIL
153
Rothschild Investment LLC
Illinois
$42K +$3.62K +179 +9%
AIC
154
Archer Investment Corporation
Indiana
$38.2K
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$32K +$21.5K +1,064 +204%
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
$31.2K +$31.2K +1,527 New
FFA
157
Farther Finance Advisors
California
$28.3K
MEG
158
Millstone Evans Group
Colorado
$21.7K +$21.7K +1,074 New
AP
159
Atwood & Palmer
Missouri
$21.4K
SSB
160
Sandy Spring Bank
Maryland
$19.7K
IA
161
IFP Advisors
Florida
$18.6K
PTC
162
Private Trust Company
Ohio
$14.7K +$1.25K +62 +9%
KSWA
163
Kathleen S. Wright Associates
Pennsylvania
$13.4K
BSB
164
Bangor Savings Bank
Maine
$12.8K
SIS
165
Sound Income Strategies
Florida
$12.4K
MG
166
Mather Group
Illinois
$10.7K
AssetMark Inc
167
AssetMark Inc
California
$8.81K +$7.35K +364 +506%
LFG
168
Larson Financial Group
Missouri
$7.11K -$1.07K -53 -13%
HNB
169
Hilltop National Bank
Wyoming
$6.4K
CA
170
CoreCap Advisors
Michigan
$6.34K
SA
171
SRH Advisors
Kansas
$6.32K
BWAM
172
Boyd Watterson Asset Management
Ohio
$6.06K
CTWM
173
Cherry Tree Wealth Management
Minnesota
$5.09K
CFD
174
Creative Financial Designs
Indiana
$4.28K -$5.97K -296 -58%
MBFW
175
Morton Brown Family Wealth
Pennsylvania
$3.92K