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Adams Diversified Equity Fund

186 hedge funds and large institutions have $531M 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, 46 reducing their positions, and 16 closing their positions.

Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.5%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
73
Reduced
46
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWAM
176
Boyd Watterson Asset Management
Ohio
$6.51K
TJHA
177
Thomas J. Herzfeld Advisors
Florida
$6.41K -$1.54M -71,083 -100%
CTWM
178
Cherry Tree Wealth Management
Minnesota
$5.47K
CFD
179
Creative Financial Designs
Indiana
$4.71K -$21.6K -997 -82%
MBFW
180
Morton Brown Family Wealth
Pennsylvania
$4.21K
MCA
181
Maryland Capital Advisors
Maryland
$3.8K
WT
182
Whittier Trust
California
$2.28K
Russell Investments Group
183
Russell Investments Group
United Kingdom
$1.3K +$22 +1 +2%
WA
184
Whipplewood Advisors
Colorado
$130 -$43 -2 -25%
Citigroup
185
Citigroup
New York
$109
HNB
186
Huntington National Bank
Ohio
$22 -$19
AIM
187
Arcadia Investment Management
Michigan
$20
JRCM
188
Jones Road Capital Management
New York
-$7.96M -419,000 Closed
SFS
189
Shaker Financial Services
Virginia
-$3.94M -207,446 Closed
WAM
190
Wolverine Asset Management
Illinois
-$2.9M -152,886 Closed
LCM
191
Landscape Capital Management
New Jersey
-$2.1M -110,530 Closed
Thrivent Financial for Lutherans
192
Thrivent Financial for Lutherans
Minnesota
-$2.28M -101,313 Closed
GEM
193
Global Endowment Management
North Carolina
-$1.47M -77,652 Closed
RAM
194
Readystate Asset Management
Illinois
-$930K -48,956 Closed
FCI
195
Financial Counselors Inc
Kansas
-$825K -43,431 Closed
KIM
196
Kane Investment Management
California
-$547K -28,782 Closed
LFAS
197
Level Four Advisory Services
Texas
-$327K -17,210 Closed
PS
198
Principal Securities
Iowa
-$318K -15,723 Closed
Walleye Capital
199
Walleye Capital
New York
-$278K -14,632 Closed
VF
200
Virtu Financial
New York
-$203K -10,686 Closed