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PEO

Adams Natural Resources Fund
PEO

86 hedge funds and large institutions have $237M invested in Adams Natural Resources Fund in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 21

2% more capital invested

Capital invested by funds: $233M → $237M (+$4.24M)

0.33% more ownership

Funds ownership: 41.19% → 41.51% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less funds holding

Funds holding: 87 → 86 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
40
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.36M
2
ADEF
Adams Diversified Equity Fund
Maryland
+$1.22M
3
PCM
Penserra Capital Management
California
+$598K
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$408K
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$239K

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
-$2.36M
2
HighTower Advisors
HighTower Advisors
Illinois
-$753K
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$335K
4
FC
FCA Corp
Texas
-$311K
5
CL
CSS LLC
Illinois
-$297K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$1.33M +$13.1K +608 +1%
UCI
27
Uncommon Cents Investing
Wisconsin
$1.28M -$23.3K -1,081 -2%
NFG
28
Nations Financial Group
Iowa
$1.09M -$102K -4,717 -9%
WAM
29
Wolverine Asset Management
Illinois
$990K -$2.36M -109,615 -71%
PS
30
Principal Securities
Iowa
$940K +$44.9K +2,086 +5%
Stifel Financial
31
Stifel Financial
Missouri
$939K -$219K -10,178 -19%
Wells Fargo
32
Wells Fargo
California
$926K -$21.4K -993 -2%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$792K +$239K +11,099 +44%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$787K -$9.62K -447 -1%
WA
35
Walsh & Associates
Florida
$764K +$757K +35,153 New
RGC
36
Roberts, Glore & Co
Illinois
$741K +$127K +5,895 +21%
BC
37
Burney Company
Virginia
$734K +$60K +2,787 +9%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$704K -$12.1K -564 -2%
KAS
39
Kestra Advisory Services
Texas
$688K +$17.9K +834 +3%
HighTower Advisors
40
HighTower Advisors
Illinois
$683K -$753K -34,976 -53%
UBS Group
41
UBS Group
Switzerland
$680K -$28.7K -1,333 -4%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$657K +$21.9K +1,016 +3%
CIA
43
Concurrent Investment Advisors
Florida
$636K +$109K +5,084 +21%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$615K +$131K +6,095 +27%
CIG
45
Cullen Investment Group
Louisiana
$614K +$9.77K +454 +2%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$587K +$54K +2,510 +10%
EPW
47
Evolve Private Wealth
California
$551K +$545K +25,333 New
KA
48
Kovack Advisors
Florida
$515K +$27.1K +1,258 +6%
Osaic Holdings
49
Osaic Holdings
Arizona
$488K +$75.2K +3,496 +18%
Allspring Global Investments
50
Allspring Global Investments
North Carolina
$412K +$408K +18,967 New
1
2
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PEO Hedge Fund Activity: Q4 2025 in Review

86 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Adams Natural Resources Fund (PEO) for Q4 2025, worth a combined $237M — up 1.8% from $233M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PEO and 7 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 40 added.

The largest buyer was Morgan Stanley, adding an estimated $1.36M. The largest seller was Wolverine Asset Management, cutting an estimated $2.36M.

  • 86 institutional investors held Adams Natural Resources Fund (PEO) as of Q4 2025, down from 87 in Q3 2025.
  • Funds reported $237M of Adams Natural Resources Fund stock for Q4 2025, up 1.8% quarter-over-quarter.
  • 7 funds opened new Adams Natural Resources Fund positions in Q4 2025 and 8 closed out, a net change of -1 holder.
  • The largest Adams Natural Resources Fund buyer in Q4 2025 was Morgan Stanley, an estimated $1.36M added.
  • The largest Adams Natural Resources Fund seller in Q4 2025 was Wolverine Asset Management, an estimated $2.36M sold.

Based on aggregated 13F filings for Q4 2025.