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Adams Diversified Equity Fund
ADX
ADX
200 hedge funds and large institutions have $506M invested in Adams Diversified Equity Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 48 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
69% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 16
65% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 48
5% more funds holding
Funds holding: 191 → 200 (+9)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
3% less capital invested
Capital invested by funds: $520M → $506M (-$13.7M)
1.44% less ownership
Funds ownership: 19.87% → 18.43% (-1.4%)
Holders
200
Holders Change
+9
Holders Change %
+4.71%
% of All Funds
2.43%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
27
Increased
79
Reduced
48
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
UB
UMB Bank
Kansas City,
Missouri
|
+$4.84M |
| 2 |
Lazard Asset Management
New York
|
+$1.79M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$1.44M |
| 4 |
B
Bensler
Bellevue,
Washington
|
+$1.44M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.1M |
