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Adams Diversified Equity Fund

189 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, 78 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
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 +$5.29M
2 +$1.74M
3 +$1.65M
4
B
Bensler
Washington
+$1.5M
5
Wells Fargo
Wells Fargo
California
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
176
SRH Advisors
Kansas
$6.98K
TJHA
177
Thomas J. Herzfeld Advisors
Florida
$6.72K
BWAM
178
Boyd Watterson Asset Management
Ohio
$6.69K
CTWM
179
Cherry Tree Wealth Management
Minnesota
$5.62K
EPIMS
180
Evelyn Partners Investment Management Services
$4.35K
MBFW
181
Morton Brown Family Wealth
Pennsylvania
$4.33K
MCA
182
Maryland Capital Advisors
Maryland
$3.9K
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$3.61K
ASN
184
Advisory Services Network
Georgia
$3.35K
WT
185
Whittier Trust
California
$2.36K
NFSG
186
Newbridge Financial Services Group
Florida
$1.54K
Russell Investments Group
187
Russell Investments Group
United Kingdom
$1.36K
TRCT
188
Tower Research Capital (TRC)
New York
$357
Citigroup
189
Citigroup
New York
$112
CFD
190
Creative Financial Designs
Indiana
$55
HNB
191
Huntington National Bank
Ohio
$22
PCR
192
Potrero Capital Research
California
SIC
193
Salem Investment Counselors
North Carolina
WSFS
194
Wilmington Savings Fund Society
Delaware
QC
195
Quantedge Capital
Singapore
AQR Capital Management
196
AQR Capital Management
Connecticut
KWM
197
Kingsview Wealth Management
Oregon
MWM
198
MorganRosel Wealth Management
Colorado
FFO
199
Fortitude Family Office
Arizona
SS
200
Sunbelt Securities
Texas