PEO

Adams Natural Resources Fund
PEO

Overview Fund Activity

84 hedge funds and large institutions have $223M invested in Adams Natural Resources Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 39 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-4
Holders Change %
-4.55%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
39
Reduced
22
Closed
10
Calls
–
Puts
$10K
Net Calls
-$10K
Net Calls Change
-$503K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.15M
2
Verition Fund Management
Verition Fund Management
Connecticut
+$2.69M
3
Morgan Stanley
Morgan Stanley
New York
+$2.1M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
+$1.44M
5
WAM
Wolverine Asset Management
Illinois
+$1.35M

Top Sellers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$2.95M
2
Lazard Asset Management
Lazard Asset Management
New York
-$908K
3
MC
Medici Capital
California
-$600K
4
CA
Cornerstone Advisors
North Carolina
-$413K
5
IFO
Intrepid Family Office
Florida
-$395K
Name Holding Trade Value Shares
Change 		Shares
Change %
UCI
26
Uncommon Cents Investing
Wisconsin
$1.29M -$10.6K -495 -0.8%
SI
27
Sprott Inc
Ontario, Canada
$1.27M +$27.9K +1,306 +2%
Stifel Financial
28
Stifel Financial
Missouri
$1.2M -$85 -4 -0%
NFG
29
Nations Financial Group
Iowa
$1.17M +$6.41K +300 +0.6%
AAM
30
Advisors Asset Management
Colorado
$979K +$154K +7,199 +19%
Wells Fargo
31
Wells Fargo
California
$942K +$41.9K +1,962 +5%
LPL Financial
32
LPL Financial
California
$940K +$208K +9,725 +28%
UBS Group
33
UBS Group
Switzerland
$797K -$47.1K -2,203 -6%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$782K +$2.27K +106 +0.3%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$704K +$126K +5,915 +22%
KAS
36
Kestra Advisory Services
Texas
$674K -$35.6K -1,665 -5%
PS
37
Principal Securities
Iowa
$658K +$99.4K +4,652 +18%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$633K +$23.6K +1,103 +4%
BC
39
Burney Company
Virginia
$633K +$40.6K +1,901 +7%
CIG
40
Cullen Investment Group
Louisiana
$613K -$15K -700 -2%
RGC
41
Roberts, Glore & Co
Illinois
$570K +$99K +4,634 +21%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$554K +$554K +25,942 New
KA
43
Kovack Advisors
Florida
$544K +$13.2K +616 +2%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$526K -$20.8K -975 -4%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$476K -$256K -11,966 -35%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$369K +$228K +10,615 +161%
ACM
47
Alta Capital Management
Utah
$342K – – –
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$333K -$29.5K -1,380 -8%
QC
49
Quantedge Capital
Singapore
$330K +$59.8K +2,800 +22%
CIA
50
Concurrent Investment Advisors
Florida
$319K +$22.3K +1,042 +8%
1
2
3 4