We are live on
!
Find out more
Adams Diversified Equity Fund
ADX
ADX
199 hedge funds and large institutions have $457M invested in Adams Diversified Equity Fund in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 88 increasing their positions, 50 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
76% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 50
24% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 17
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less funds holding
Funds holding: 200 → 199 (-1)
1.44% less ownership
Funds ownership: 18.43% → 16.99% (-1.4%)
10% less capital invested
Capital invested by funds: $506M → $457M (-$49.3M)
Holders
199
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
2.45%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
88
Reduced
50
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.63M |
| 2 |
WA
Walsh & Associates
Sarasota,
Florida
|
+$1.74M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.62M |
| 4 |
B
Bensler
Bellevue,
Washington
|
+$1.54M |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
+$1.18M |
