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Adams Diversified Equity Fund
ADX

184 hedge funds and large institutions have $1.75B invested in Adams Diversified Equity Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

217% more capital invested

Capital invested by funds: $552M → $1.75B (+$1.2B)

157% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 30

9% more funds holding

Funds holding: 169 → 184 (+15)

2.83% more ownership

Funds ownership: 20.73% → 23.56% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
184
Holders Change
+15
Holders Change %
+8.88%
% of All Funds
2.42%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
27
Increased
77
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.5M
2
1CP
1607 Capital Partners
Virginia
+$3.31M
3
Lazard Asset Management
Lazard Asset Management
New York
+$3.07M
4
Cohen & Steers
Cohen & Steers
New York
+$2.99M
5
B
Bensler
Washington
+$2.43M

Top Sellers

1
SCM
Saba Capital Management
New York
-$21.2M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$7.77M
3
LCM
Landscape Capital Management
New Jersey
-$5.94M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$3.6M
5
Millennium Management
Millennium Management
New York
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
EPIMS
176
Evelyn Partners Investment Management Services
$3.94K +$4.16K +195 New
MBFW
177
Morton Brown Family Wealth
Pennsylvania
$3.92K – – –
MCA
178
Maryland Capital Advisors
Maryland
$3.54K – – –
WT
179
Whittier Trust
California
$2.12K – – –
AIM
180
Arcadia Investment Management
Michigan
$887 – – –
WA
181
Whipplewood Advisors
Colorado
$133 +$149 +7 New
Citigroup
182
Citigroup
New York
$101 – – –
Fidelity Investments
183
Fidelity Investments
Massachusetts
$20 – – –
HNB
184
Huntington National Bank
Ohio
$20 – – –
Walleye Capital
185
Walleye Capital
New York
– -$721K -33,441 Closed
SFA
186
Sequoia Financial Advisors
Ohio
– -$248K -11,482 Closed
EFG
187
Ethos Financial Group
Pennsylvania
– -$202K -9,353 Closed
CTC
188
Central Trust Company
Missouri
– -$21.6K -1,000 Closed
LIS
189
Legacy Investment Solutions
Idaho
– -$17.8K -792 Closed
LWMI
190
Legacy Wealth Management (Idaho)
Idaho
– -$17.8K -792 Closed
ATS
191
Ashton Thomas Securities
New York
– -$2.39K -111 Closed
TRCT
192
Tower Research Capital (TRC)
New York
– -$216 -10 Closed
CAL
193
Capital Analysts LLC
Pennsylvania
– +$128 +6 New
4 5 6 7
8

ADX Hedge Fund Activity: Q4 2024 in Review

184 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q4 2024, worth a combined $1.75B — up 217% from $552M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ADX positions and 8 closed out — a net gain of 19 holders — while 77 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.5M. The largest seller was Saba Capital Management, cutting an estimated $21.2M.

  • 184 institutional investors held Adams Diversified Equity Fund (ADX) as of Q4 2024, up from 169 in Q3 2024.
  • Funds reported $1.75B of Adams Diversified Equity Fund stock for Q4 2024, up 217% quarter-over-quarter.
  • 27 funds opened new Adams Diversified Equity Fund positions in Q4 2024 and 8 closed out, a net change of +19 holders.
  • The largest Adams Diversified Equity Fund buyer in Q4 2024 was Morgan Stanley, an estimated $13.5M added.
  • The largest Adams Diversified Equity Fund seller in Q4 2024 was Saba Capital Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q4 2024.