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Adams Diversified Equity Fund
ADX
ADX
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.
New
Increased
Maintained
Reduced
Closed
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)
Holders
191
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
2.51%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
20
Increased
80
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 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
| 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 |
