Adams Diversified Equity Fund
201 hedge funds and large institutions have $505M invested in Adams Diversified Equity Fund in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 49 reducing their positions, and 16 closing their positions.
75% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 16
59% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 49
5% more funds holding
Funds holding: 191 → 201 (+10)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
3% less capital invested
Capital invested by funds: $520M → $505M (-$15M)
1.48% less ownership
Funds ownership: 19.87% → 18.39% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UB
UMB Bank
Kansas City,
Missouri
|
+$4.84M |
| 2 |
Lazard Asset Management
New York
|
+$1.79M |
| 3 |
B
Bensler
Bellevue,
Washington
|
+$1.44M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$1.1M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$29.9M |
| 2 |
Morgan Stanley
New York
|
-$11.6M |
| 3 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
-$3.42M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$3.3M |
| 5 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$2.76M |
ADX Hedge Fund Activity: Q4 2025 in Review
201 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q4 2025, worth a combined $505M — down 2.9% from $520M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new ADX positions and 16 closed out — a net gain of 12 holders — while 78 added to existing stakes and 49 trimmed.
The largest buyer was UMB Bank, adding an estimated $4.84M. The largest seller was Saba Capital Management, exiting entirely with an estimated $29.9M sold.
- 201 institutional investors held Adams Diversified Equity Fund (ADX) as of Q4 2025, up from 191 in Q3 2025.
- Funds reported $505M of Adams Diversified Equity Fund stock for Q4 2025, down 2.9% quarter-over-quarter.
- 28 funds opened new Adams Diversified Equity Fund positions in Q4 2025 and 16 closed out, a net change of +12 holders.
- The largest Adams Diversified Equity Fund buyer in Q4 2025 was UMB Bank, an estimated $4.84M added.
- The largest Adams Diversified Equity Fund seller in Q4 2025 was Saba Capital Management, an estimated $29.9M sold.
Based on aggregated 13F filings for Q4 2025.