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Adams Diversified Equity Fund

178 hedge funds and large institutions have $505M invested in Adams Diversified Equity Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 78 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-4
Holders Change %
-2.2%
% of All Funds
2.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
15
Increased
78
Reduced
48
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIL
151
Rothschild Investment LLC
Illinois
$39.4K -$76 -4 -0.2%
AIC
152
Archer Investment Corporation
Indiana
$35.9K
SW
153
SVB Wealth
Massachusetts
$31.5K +$31.5K +1,657 New
FFA
154
Farther Finance Advisors
California
$26.8K
CFD
155
Creative Financial Designs
Indiana
$23.1K +$19K +1,002 +473%
AP
156
Atwood & Palmer
Missouri
$20.1K
AssetMark Inc
157
AssetMark Inc
California
$19K +$10.8K +567 +130%
MEG
158
Millstone Evans Group
Colorado
$18.6K -$1.84K -97 -9%
SSB
159
Sandy Spring Bank
Maryland
$18.5K
IA
160
IFP Advisors
Florida
$17.5K
PTC
161
Private Trust Company
Ohio
$14.1K +$266 +14 +2%
KSWA
162
Kathleen S. Wright Associates
Pennsylvania
$12.6K
BSB
163
Bangor Savings Bank
Maine
$12K
SIS
164
Sound Income Strategies
Florida
$11.7K
MG
165
Mather Group
Illinois
$10.1K
LFG
166
Larson Financial Group
Missouri
$6.68K
CA
167
CoreCap Advisors
Michigan
$5.96K
SA
168
SRH Advisors
Kansas
$5.94K
BWAM
169
Boyd Watterson Asset Management
Ohio
$5.7K
CTWM
170
Cherry Tree Wealth Management
Minnesota
$4.79K
MBFW
171
Morton Brown Family Wealth
Pennsylvania
$3.68K
MCA
172
Maryland Capital Advisors
Maryland
$3.32K
WT
173
Whittier Trust
California
$1.99K
Russell Investments Group
174
Russell Investments Group
United Kingdom
$1.12K +$1.12K +59 New
WA
175
Whipplewood Advisors
Colorado
$114 +$14 +1 +14%