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Adams Diversified Equity Fund
ADX

Overview Fund Activity

182 hedge funds and large institutions have $1.75B invested in Adams Diversified Equity Fund in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
182
Holders Change
+13
Holders Change %
+7.69%
% of All Funds
2.42%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
25
Increased
77
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.21B
2
Raymond James Financial
2
Raymond James Financial
Florida
$20.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$49.9M
4
IFO
4
Intrepid Family Office
Florida
$5.09M
5
1CP
5
1607 Capital Partners
Virginia
$15.1M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$110M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$10.8M
3
LCM
3
Landscape Capital Management
New Jersey
$2.72M
4
PIWA
4
Prevail Innovative Wealth Advisors
Kansas
$2.54M
5
Millennium Management
5
Millennium Management
New York
$329K
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.21B 60,101 +1,117 +2%
SCM
2
Saba Capital Management
New York
$110M 5,428,866 -993,832 -15%
Lazard Asset Management
3
Lazard Asset Management
New York
$60.5M 2,997,278 +143,863 +5%
Morgan Stanley
4
Morgan Stanley
New York
$49.9M 2,469,841 +634,292 +35%
Cohen & Steers
5
Cohen & Steers
New York
$24.9M 1,231,635 +140,000 +13%
Raymond James Financial
6
Raymond James Financial
Florida
$20.8M 1,031,487 +1,031,487 New
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$18.9M 936,489 +43,340 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$15.3M 755,447 +67,533 +10%
1CP
9
1607 Capital Partners
Virginia
$15.1M 746,861 +155,295 +26%
B
10
Bensler
Washington
$14.1M 697,217 +113,940 +20%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$10.8M 532,367 -364,326 -41%
PCR
12
Potrero Capital Research
California
$8.94M 442,735 – –
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$8.59M 425,321 +35,419 +9%
WW
14
Waterfront Wealth
Kansas
$7.97M 394,480 +13,161 +3%
JRCM
15
Jones Road Capital Management
New York
$7.48M 370,120 -4,983 -1%
Bank of America
16
Bank of America
North Carolina
$5.48M 271,049 -44,283 -14%
AAM
17
Advisors Asset Management
Colorado
$5.38M 266,295 +75,758 +40%
Stifel Financial
18
Stifel Financial
Missouri
$5.25M 259,667 +28,290 +12%
IFO
19
Intrepid Family Office
Florida
$5.09M 251,746 +251,746 New
HB
20
HTLF Bank
Colorado
$4.98M 246,496 +14,775 +6%
PWH
21
Priebe Wealth Holdings
Minnesota
$4.43M 219,251 -31,273 -12%
HWAM
22
Hennion & Walsh Asset Management
New Jersey
$4.4M 217,882 +34,691 +19%
RCM
23
RB Capital Management
Nevada
$4.12M 204,156 +15,684 +8%
KAS
24
Kestra Advisory Services
Texas
$3.99M 197,353 +611 +0.3%
UCI
25
Uncommon Cents Investing
Wisconsin
$3.82M 189,236 -2,145 -1%
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