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Adams Diversified Equity Fund

187 hedge funds and large institutions have $537M invested in Adams Diversified Equity Fund in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
151
Fortitude Family Office
Arizona
$63K
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$62K
SIS
153
Sound Income Strategies
Florida
$56.8K
UB
154
UMB Bank
Missouri
$53.4K
SS
155
Sunbelt Securities
Texas
$51.8K
RIL
156
Rothschild Investment LLC
Illinois
$46K
AIC
157
Archer Investment Corporation
Indiana
$41K
WA
158
WPG Advisers
Maryland
$37.5K
IA
159
IFP Advisors
Florida
$35.2K
FFA
160
Farther Finance Advisors
California
$30.4K
AP
161
Atwood & Palmer
Missouri
$22.9K
SRCM
162
Signature Resources Capital Management
California
$22.9K
GIM
163
Glenmede Investment Management
Pennsylvania
$21.7K
CTC
164
Central Trust Company
Missouri
$21.7K
MEG
165
Millstone Evans Group
Colorado
$21.2K
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$21.2K
AUB
167
Atlantic Union Bankshares
Virginia
$21.2K
PTC
168
Private Trust Company
Ohio
$16.4K
KSWA
169
Kathleen S. Wright Associates
Pennsylvania
$14.4K
BSB
170
Bangor Savings Bank
Maine
$13.7K
AAG
171
Armstrong Advisory Group
Massachusetts
$10.9K
AssetMark Inc
172
AssetMark Inc
California
$9.47K
LFG
173
Larson Financial Group
Missouri
$7.64K
HNB
174
Hilltop National Bank
Wyoming
$6.88K
CA
175
CoreCap Advisors
Michigan
$6.82K