Adams Diversified Equity Fund
189 hedge funds and large institutions have $542M invested in Adams Diversified Equity Fund in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 46 reducing their positions, and 16 closing their positions.
75% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 16
61% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 46
6% more capital invested
Capital invested by funds: $511M → $542M (+$30.9M)
5% more funds holding
Funds holding: 180 → 189 (+9)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1.63% less ownership
Funds ownership: 22.95% → 21.33% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.07M |
| 2 |
Morgan Stanley
New York
|
+$4.67M |
| 3 |
IFG
Independent Financial Group
San Diego,
California
|
+$3M |
| 4 |
WIA
Westbourne Investment Advisors
Annapolis,
Maryland
|
+$1.41M |
| 5 |
MIC
Means Investment Company
Bangor,
Maine
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$31.4M |
| 2 |
JRCM
Jones Road Capital Management
New York
|
-$7.96M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$3.94M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2.9M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
201
Principal Securities
Des Moines,
Iowa
| – | -$318K | -15,723 | Closed |
|
202
Walleye Capital
New York
| – | -$278K | -14,632 | Closed |
|
|
VF
203
Virtu Financial
New York
| – | -$203K | -10,686 | Closed |
|
|
CCM
204
Coldstream Capital Management
Bellevue,
Washington
| – | -$113K | -5,955 | Closed |
|
|
SW
205
SVB Wealth
Boston,
Massachusetts
| – | -$31.5K | -1,657 | Closed |
|
|
MG
206
Mather Group
Chicago,
Illinois
| – | -$10.1K | -532 | Closed |
|
ADX Hedge Fund Activity: Q2 2025 in Review
189 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q2 2025, worth a combined $542M — up 6% from $511M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new ADX positions and 16 closed out — a net gain of 12 holders — while 74 added to existing stakes and 46 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.07M. The largest seller was Saba Capital Management, cutting an estimated $31.4M.
- 189 institutional investors held Adams Diversified Equity Fund (ADX) as of Q2 2025, up from 180 in Q1 2025.
- Funds reported $542M of Adams Diversified Equity Fund stock for Q2 2025, up 6% quarter-over-quarter.
- 28 funds opened new Adams Diversified Equity Fund positions in Q2 2025 and 16 closed out, a net change of +12 holders.
- The largest Adams Diversified Equity Fund buyer in Q2 2025 was LPL Financial, an estimated $5.07M added.
- The largest Adams Diversified Equity Fund seller in Q2 2025 was Saba Capital Management, an estimated $31.4M sold.
Based on aggregated 13F filings for Q2 2025.