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Adams Diversified Equity Fund

190 hedge funds and large institutions have $516M invested in Adams Diversified Equity Fund in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$5.18M
2 +$1.7M
3 +$1.61M
4
B
Bensler
Washington
+$1.47M
5
Wells Fargo
Wells Fargo
California
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
CoreCap Advisors
Michigan
$7K
SA
177
SRH Advisors
Kansas
$6.98K
TJHA
178
Thomas J. Herzfeld Advisors
Florida
$6.72K
BWAM
179
Boyd Watterson Asset Management
Ohio
$6.69K
CTWM
180
Cherry Tree Wealth Management
Minnesota
$5.62K
EPIMS
181
Evelyn Partners Investment Management Services
$4.35K
MBFW
182
Morton Brown Family Wealth
Pennsylvania
$4.33K
MCA
183
Maryland Capital Advisors
Maryland
$3.9K
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$3.61K
ASN
185
Advisory Services Network
Georgia
$3.35K
WT
186
Whittier Trust
California
$2.36K
NFSG
187
Newbridge Financial Services Group
Florida
$1.54K
Russell Investments Group
188
Russell Investments Group
United Kingdom
$1.36K
TRCT
189
Tower Research Capital (TRC)
New York
$357
Citigroup
190
Citigroup
New York
$112
CFD
191
Creative Financial Designs
Indiana
$55
HNB
192
Huntington National Bank
Ohio
$22
PCR
193
Potrero Capital Research
California
SIC
194
Salem Investment Counselors
North Carolina
WSFS
195
Wilmington Savings Fund Society
Delaware
QC
196
Quantedge Capital
Singapore
AQR Capital Management
197
AQR Capital Management
Connecticut
KWM
198
Kingsview Wealth Management
Oregon
MWM
199
MorganRosel Wealth Management
Colorado
FFO
200
Fortitude Family Office
Arizona