Adams Diversified Equity Fund
180 hedge funds and large institutions have $511M invested in Adams Diversified Equity Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 79 increasing their positions, 48 reducing their positions, and 14 closing their positions.
65% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 48
7% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 14
0.61% less ownership
Funds ownership: 23.56% → 22.95% (-0.61%)
2% less funds holding
Funds holding: 184 → 180 (-4)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
71% less capital invested
Capital invested by funds: $1.75B → $511M (-$1.24B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$11.1M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.01M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
+$4.73M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$3.41M |
| 5 |
GC
GatePass Capital
Independence,
Ohio
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$19.4M |
| 2 |
Morgan Stanley
New York
|
-$2.72M |
| 3 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
-$2.54M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.88M |
| 5 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$1.84M |
ADX Hedge Fund Activity: Q1 2025 in Review
180 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q1 2025, worth a combined $511M — down 71% from $1.75B a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new ADX positions and 14 closed out — a net gain of 1 holder — while 79 added to existing stakes and 48 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $11.1M. The largest seller was Saba Capital Management, cutting an estimated $19.4M.
- 180 institutional investors held Adams Diversified Equity Fund (ADX) as of Q1 2025, down from 184 in Q4 2024.
- Funds reported $511M of Adams Diversified Equity Fund stock for Q1 2025, down 71% quarter-over-quarter.
- 15 funds opened new Adams Diversified Equity Fund positions in Q1 2025 and 14 closed out, a net change of +1 holder.
- The largest Adams Diversified Equity Fund buyer in Q1 2025 was Lazard Asset Management, an estimated $11.1M added.
- The largest Adams Diversified Equity Fund seller in Q1 2025 was Saba Capital Management, an estimated $19.4M sold.
Based on aggregated 13F filings for Q1 2025.