Adams Diversified Equity Fund
191 hedge funds and large institutions have $520M invested in Adams Diversified Equity Fund in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 45 reducing their positions, and 14 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 45
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
1% more funds holding
Funds holding: 189 → 191 (+2)
4% less capital invested
Capital invested by funds: $542M → $520M (-$21.9M)
1.46% less ownership
Funds ownership: 21.33% → 19.87% (-1.5%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$5.18M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.7M |
| 3 |
AWA
ARQ Wealth Advisors
Scottsdale,
Arizona
|
+$1.61M |
| 4 |
B
Bensler
Bellevue,
Washington
|
+$1.47M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$33.4M |
| 2 |
PCR
Potrero Capital Research
San Francisco,
California
|
-$9.61M |
| 3 |
Morgan Stanley
New York
|
-$4.54M |
| 4 |
Cohen & Steers
New York
|
-$2.18M |
| 5 |
SIC
Salem Investment Counselors
Winston Salem,
North Carolina
|
-$1.09M |
ADX Hedge Fund Activity: Q3 2025 in Review
191 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q3 2025, worth a combined $520M — down 4% from $542M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new ADX positions and 14 closed out — a net gain of 6 holders — while 80 added to existing stakes and 45 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $5.18M. The largest seller was Saba Capital Management, cutting an estimated $33.4M.
- 191 institutional investors held Adams Diversified Equity Fund (ADX) as of Q3 2025, up from 189 in Q2 2025.
- Funds reported $520M of Adams Diversified Equity Fund stock for Q3 2025, down 4% quarter-over-quarter.
- 20 funds opened new Adams Diversified Equity Fund positions in Q3 2025 and 14 closed out, a net change of +6 holders.
- The largest Adams Diversified Equity Fund buyer in Q3 2025 was Shaker Financial Services, an estimated $5.18M added.
- The largest Adams Diversified Equity Fund seller in Q3 2025 was Saba Capital Management, an estimated $33.4M sold.
Based on aggregated 13F filings for Q3 2025.