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Adams Diversified Equity Fund
ADX

Overview Fund Activity

178 hedge funds and large institutions have $505M invested in Adams Diversified Equity Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 78 increasing their positions, 48 reducing their positions, and 14 closing their positions.

Holders
178
Holders Change
-4
Holders Change %
-2.2%
% of All Funds
2.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
15
Increased
78
Reduced
48
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$67.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$20M
3
PCM
3
Penserra Capital Management
California
$4.47M
4
Raymond James Financial
4
Raymond James Financial
Florida
$22.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$6.89M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$84.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$44.3M
3
PIWA
3
Prevail Innovative Wealth Advisors
Kansas
$0
4
1CP
4
1607 Capital Partners
Virginia
$12.4M
5
CIA
5
Concurrent Investment Advisors
Florida
$1M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$84.8M 4,462,956 -965,910 -18%
Lazard Asset Management
2
Lazard Asset Management
New York
$67.4M 3,551,179 +553,901 +18%
Morgan Stanley
3
Morgan Stanley
New York
$44.3M 2,334,383 -135,458 -5%
Cohen & Steers
4
Cohen & Steers
New York
$23.3M 1,224,635 -7,000 -0.6%
Raymond James Financial
5
Raymond James Financial
Florida
$22.8M 1,201,070 +169,583 +16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$20M 1,054,872 +299,425 +40%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$17.8M 936,841 +352 +0%
B
8
Bensler
Washington
$15M 787,512 +90,295 +13%
1CP
9
1607 Capital Partners
Virginia
$12.4M 653,135 -93,726 -13%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$9.94M 523,668 -8,699 -2%
PCR
11
Potrero Capital Research
California
$8.41M 442,735 – –
JRCM
12
Jones Road Capital Management
New York
$7.96M 419,000 +48,880 +13%
WW
13
Waterfront Wealth
Kansas
$7.86M 413,998 +19,518 +5%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$7.85M 413,523 -11,798 -3%
Stifel Financial
15
Stifel Financial
Missouri
$6.89M 362,559 +102,892 +40%
AAM
16
Advisors Asset Management
Colorado
$6.55M 344,966 +78,671 +30%
Bank of America
17
Bank of America
North Carolina
$4.91M 258,648 -12,401 -5%
IFO
18
Intrepid Family Office
Florida
$4.89M 257,412 +5,666 +2%
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$4.5M 236,832 +18,950 +9%
PCM
20
Penserra Capital Management
California
$4.47M 235,377 +235,377 New
RCM
21
RB Capital Management
Nevada
$3.95M 208,238 +4,082 +2%
SFS
22
Shaker Financial Services
Virginia
$3.94M 207,446 +59,582 +40%
KAS
23
Kestra Advisory Services
Texas
$3.72M 195,638 -1,715 -0.9%
UCI
24
Uncommon Cents Investing
Wisconsin
$3.53M 186,032 -3,204 -2%
FC
25
FCA Corp
Texas
$3.45M 181,808 +650 +0.4%
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