Adams Diversified Equity Fund
200 hedge funds and large institutions have $457M invested in Adams Diversified Equity Fund in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 90 increasing their positions, 49 reducing their positions, and 17 closing their positions.
84% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 49
24% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 17
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0% less funds holding
Funds holding: 201 → 200 (-1)
1.37% less ownership
Funds ownership: 18.39% → 17.01% (-1.4%)
9% less capital invested
Capital invested by funds: $505M → $457M (-$47.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.63M |
| 2 |
WA
Walsh & Associates
Sarasota,
Florida
|
+$1.74M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.62M |
| 4 |
B
Bensler
Bellevue,
Washington
|
+$1.54M |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$16M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
-$7.58M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$4.42M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$3.83M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$3.66M |
ADX Hedge Fund Activity: Q1 2026 in Review
200 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q1 2026, worth a combined $457M — down 9.5% from $505M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new ADX positions and 17 closed out — a net gain of 4 holders — while 90 added to existing stakes and 49 trimmed.
The largest buyer was Ameriprise, adding an estimated $4.63M. The largest seller was Morgan Stanley, cutting an estimated $16M.
- 200 institutional investors held Adams Diversified Equity Fund (ADX) as of Q1 2026, down from 201 in Q4 2025.
- Funds reported $457M of Adams Diversified Equity Fund stock for Q1 2026, down 9.5% quarter-over-quarter.
- 21 funds opened new Adams Diversified Equity Fund positions in Q1 2026 and 17 closed out, a net change of +4 holders.
- The largest Adams Diversified Equity Fund buyer in Q1 2026 was Ameriprise, an estimated $4.63M added.
- The largest Adams Diversified Equity Fund seller in Q1 2026 was Morgan Stanley, an estimated $16M sold.
Based on aggregated 13F filings for Q1 2026.