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Adams Diversified Equity Fund
ADX

Overview Fund Activity

186 hedge funds and large institutions have $531M invested in Adams Diversified Equity Fund in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
27
Increased
73
Reduced
46
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$9.2M
2
Morgan Stanley
Morgan Stanley
New York
$55.8M
3
WIA
Westbourne Investment Advisors
Maryland
$1.55M
4
MIC
Means Investment Company
Maine
$1.55M
5
B
Bensler
Washington
$18.6M

Top Sellers

1
SCM
Saba Capital Management
New York
$62.3M
2
JRCM
Jones Road Capital Management
New York
$0
3
SFS
Shaker Financial Services
Virginia
$0
4
WAM
Wolverine Asset Management
Illinois
$0
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$8.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
1
Lazard Asset Management
New York
$77.1M – – –
SCM
2
Saba Capital Management
New York
$62.3M -$34.6M -1,592,803 -36%
Morgan Stanley
3
Morgan Stanley
New York
$55.8M +$5.15M +237,031 +10%
Cohen & Steers
4
Cohen & Steers
New York
$27M +$434K +20,000 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$26.7M +$588K +27,102 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$20.9M -$2.02M -93,052 -9%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$20.3M -$57.1K -2,628 -0.3%
B
8
Bensler
Washington
$18.6M +$1.53M +70,344 +9%
1CP
9
1607 Capital Partners
Virginia
$14.6M +$424K +19,537 +3%
PCR
10
Potrero Capital Research
California
$9.61M – – –
WW
11
Waterfront Wealth
Kansas
$9.57M +$580K +26,709 +6%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$9.38M +$325K +14,834 +4%
LPL Financial
13
LPL Financial
California
$9.2M +$5.58M +257,203 +154%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$8.97M -$2.4M -110,702 -21%
Stifel Financial
15
Stifel Financial
Missouri
$8.12M +$246K +11,326 +3%
AAM
16
Advisors Asset Management
Colorado
$7.58M +$93.7K +4,316 +1%
HWAM
17
Hennion & Walsh Asset Management
New Jersey
$5.75M +$611K +28,163 +12%
IFO
18
Intrepid Family Office
Florida
$5.59M – – –
Bank of America
19
Bank of America
North Carolina
$5.29M -$330K -15,182 -6%
PCM
20
Penserra Capital Management
California
$5.27M +$155K +7,163 +3%
RCM
21
RB Capital Management
Nevada
$4.39M -$133K -6,129 -3%
KAS
22
Kestra Advisory Services
Texas
$4.18M -$62.5K -2,879 -1%
FC
23
FCA Corp
Texas
$4.05M +$101K +4,652 +3%
UCI
24
Uncommon Cents Investing
Wisconsin
$4.02M -$23.5K -1,081 -0.6%
CPRC
25
Consolidated Portfolio Review Corp
New York
$3.3M +$59.9K +2,759 +2%
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