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Adams Diversified Equity Fund

190 hedge funds and large institutions have $516M invested in Adams Diversified Equity Fund in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$5.18M
2 +$1.7M
3 +$1.61M
4
B
Bensler
Washington
+$1.47M
5
Wells Fargo
Wells Fargo
California
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$80K
SA
152
Scarborough Advisors
Maryland
$75K
LI
153
LRI Investments
Florida
$66.7K
UB
154
UMB Bank
Missouri
$54.9K
RIL
155
Rothschild Investment LLC
Illinois
$48.3K
IA
156
IFP Advisors
Florida
$44.1K
AIC
157
Archer Investment Corporation
Indiana
$42.1K
WA
158
WPG Advisers
Maryland
$33.5K
FFA
159
Farther Finance Advisors
California
$31.2K
WA
160
Westfuller Advisors
New York
$28.5K
AUB
161
Atlantic Union Bankshares
Virginia
$26.2K
AP
162
Atwood & Palmer
Missouri
$23.6K
MEG
163
Millstone Evans Group
Colorado
$22.2K
AAP
164
Arax Advisory Partners
Colorado
$21.6K
PTC
165
Private Trust Company
Ohio
$17.2K
KSWA
166
Kathleen S. Wright Associates
Pennsylvania
$14.8K
BSB
167
Bangor Savings Bank
Maine
$14.1K
SIS
168
Sound Income Strategies
Florida
$13.9K
HWP
169
Highline Wealth Partners
California
$12.3K
MG
170
Mather Group
Illinois
$11.9K
AAG
171
Armstrong Advisory Group
Massachusetts
$11.2K
AssetMark Inc
172
AssetMark Inc
California
$9.72K
LFG
173
Larson Financial Group
Missouri
$7.85K
GWM
174
Geneos Wealth Management
Colorado
$7.78K
HNB
175
Hilltop National Bank
Wyoming
$7.07K