PEO

Adams Natural Resources Fund
PEO

Overview Fund Activity

82 hedge funds and large institutions have $222M invested in Adams Natural Resources Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 39 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
82
Holders Change
-6
Holders Change %
-6.82%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
39
Reduced
22
Closed
10
Calls
–
Puts
$10K
Net Calls
-$10K
Net Calls Change
-$503K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$11.2M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$2.69M
3
Morgan Stanley
3
Morgan Stanley
New York
$17M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$1.44M
5
WAM
5
Wolverine Asset Management
Illinois
$2.44M

Top Sellers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$4.41M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$8.84M
3
MC
3
Medici Capital
California
$0
4
CA
4
Cornerstone Advisors
North Carolina
$0
5
IFO
5
Intrepid Family Office
Florida
$3.72M
Name Market Value Shares Shares
Change 		Shares
Change %
UCI
26
Uncommon Cents Investing
Wisconsin
$1.29M 60,215 -495 -0.8%
SI
27
Sprott Inc
Ontario, Canada
$1.27M 59,532 +1,306 +2%
Stifel Financial
28
Stifel Financial
Missouri
$1.2M 56,056 -4 -0%
NFG
29
Nations Financial Group
Iowa
$1.17M 54,807 +300 +0.6%
AAM
30
Advisors Asset Management
Colorado
$979K 45,822 +7,199 +19%
Wells Fargo
31
Wells Fargo
California
$942K 44,083 +1,962 +5%
LPL Financial
32
LPL Financial
California
$940K 43,967 +9,725 +28%
UBS Group
33
UBS Group
Switzerland
$797K 37,285 -2,203 -6%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$782K 36,616 +106 +0.3%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$704K 32,961 +5,915 +22%
KAS
36
Kestra Advisory Services
Texas
$674K 31,540 -1,665 -5%
PS
37
Principal Securities
Iowa
$658K 30,785 +4,652 +18%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$633K 29,630 +1,103 +4%
BC
39
Burney Company
Virginia
$633K 29,602 +1,901 +7%
CIG
40
Cullen Investment Group
Louisiana
$613K 28,703 -700 -2%
RGC
41
Roberts, Glore & Co
Illinois
$570K 26,682 +4,634 +21%
KA
42
Kovack Advisors
Florida
$544K 25,458 +616 +2%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$526K 24,623 -975 -4%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$476K 22,282 -11,966 -35%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$369K 17,213 +10,615 +161%
ACM
46
Alta Capital Management
Utah
$342K 16,000 – –
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$333K 15,570 -1,380 -8%
QC
48
Quantedge Capital
Singapore
$330K 15,432 +2,800 +22%
CIA
49
Concurrent Investment Advisors
Florida
$319K 14,932 +1,042 +8%
PI
50
PFG Investments
New York
$308K 14,398 +79 +0.6%
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