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Adams Diversified Equity Fund

188 hedge funds and large institutions have $538M invested in Adams Diversified Equity Fund in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
176
SRH Advisors
Kansas
$6.79K
BWAM
177
Boyd Watterson Asset Management
Ohio
$6.51K
TJHA
178
Thomas J. Herzfeld Advisors
Florida
$6.41K
CTWM
179
Cherry Tree Wealth Management
Minnesota
$5.47K
CFD
180
Creative Financial Designs
Indiana
$4.71K
EPIMS
181
Evelyn Partners Investment Management Services
$4.23K
MBFW
182
Morton Brown Family Wealth
Pennsylvania
$4.21K
MCA
183
Maryland Capital Advisors
Maryland
$3.8K
WT
184
Whittier Trust
California
$2.28K
Russell Investments Group
185
Russell Investments Group
United Kingdom
$1.3K
WA
186
Whipplewood Advisors
Colorado
$130
Citigroup
187
Citigroup
New York
$109
HNB
188
Huntington National Bank
Ohio
$22
AIM
189
Arcadia Investment Management
Michigan
$20
JRCM
190
Jones Road Capital Management
New York
SFS
191
Shaker Financial Services
Virginia
WAM
192
Wolverine Asset Management
Illinois
LCM
193
Landscape Capital Management
New Jersey
Thrivent Financial for Lutherans
194
Thrivent Financial for Lutherans
Minnesota
GEM
195
Global Endowment Management
North Carolina
RAM
196
Readystate Asset Management
Illinois
FCI
197
Financial Counselors Inc
Kansas
KIM
198
Kane Investment Management
California
LFAS
199
Level Four Advisory Services
Texas
PS
200
Principal Securities
Iowa