Adams Diversified Equity Fund
214 hedge funds and large institutions have $529M invested in Adams Diversified Equity Fund in 2026 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 46 reducing their positions, and 16 closing their positions.
106% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 16
100% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 46
16% more capital invested
Capital invested by funds: $457M → $529M (+$71.7M)
7% more funds holding
Funds holding: 200 → 214 (+14)
0.16% less ownership
Funds ownership: 17.01% → 16.85% (-0.16%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$15.4M |
| 2 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$5.43M |
| 3 |
AWA
ARQ Wealth Advisors
Scottsdale,
Arizona
|
+$2.69M |
| 4 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$2.02M |
| 5 |
B
Bensler
Bellevue,
Washington
|
+$1.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.67M |
| 2 |
Lazard Asset Management
New York
|
-$8.8M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$8.37M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$4.64M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$4.23M |
ADX Hedge Fund Activity: Q2 2026 in Review
214 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Adams Diversified Equity Fund (ADX) for Q2 2026, worth a combined $529M — up 16% from $457M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new ADX positions and 16 closed out — a net gain of 17 holders — while 92 added to existing stakes and 46 trimmed.
The largest buyer was LPL Financial, adding an estimated $15.4M. The largest seller was Morgan Stanley, cutting an estimated $9.67M.
- 214 institutional investors held Adams Diversified Equity Fund (ADX) as of Q2 2026, up from 200 in Q1 2026.
- Funds reported $529M of Adams Diversified Equity Fund stock for Q2 2026, up 16% quarter-over-quarter.
- 33 funds opened new Adams Diversified Equity Fund positions in Q2 2026 and 16 closed out, a net change of +17 holders.
- The largest Adams Diversified Equity Fund buyer in Q2 2026 was LPL Financial, an estimated $15.4M added.
- The largest Adams Diversified Equity Fund seller in Q2 2026 was Morgan Stanley, an estimated $9.67M sold.
Based on aggregated 13F filings for Q2 2026.