We are live on ! Find out more
ADX icon

Adams Diversified Equity Fund

199 hedge funds and large institutions have $457M invested in Adams Diversified Equity Fund in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 88 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 50

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 200199 (-1)

1.44% less ownership

Funds ownership: 18.43%16.99% (-1.4%)

10% less capital invested

Capital invested by funds: $506M → $457M (-$49.3M)

Holders
199
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
2.45%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
88
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
201
Huntington National Bank
Ohio
$22
PCM
202
Penserra Capital Management
California
-$7.58M -325,215 Closed
SFS
203
Shaker Financial Services
Virginia
-$3.83M -164,389 Closed
JWCA
204
J.W. Cole Advisors
Florida
-$786K -33,704 Closed
SWM
205
Segment Wealth Management
Texas
-$452K -19,383 Closed
TIAA Trust, National Association
206
TIAA Trust, National Association
North Carolina
-$239K -10,264 Closed
PIWA
207
Prevail Innovative Wealth Advisors
Kansas
-$230K -9,846 Closed
AIS
208
Accredited Investor Services
Minnesota
-$221K -9,478 Closed
DIA
209
Dana Investment Advisors
Wisconsin
-$212K -9,103 Closed
MCA
210
MSH Capital Advisors
Arizona
-$206K -8,824 Closed
CF
211
Centaurus Financial
California
-$119K -5,119 Closed
AAP
212
Arax Advisory Partners
Colorado
-$22.6K -970 Closed
CTC
213
Central Trust Company
Missouri
-$10K -430 Closed
BWAM
214
Boyd Watterson Asset Management
Ohio
-$7K -300 Closed
CTWM
215
Cherry Tree Wealth Management
Minnesota
-$5.88K -252 Closed
WWA
216
Wealth Watch Advisors
Colorado
-$93 -4 Closed
DT
217
DV Trading
Illinois
-$47 -2 Closed
EP
218
Essential Partners
California
-$47 -2 Closed
EPG
219
Estate Planners Group
Pennsylvania
-$7