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 %
MC
51
Moors & Cabot
Massachusetts
$300K 14,044 +343 +3%
Osaic Holdings
52
Osaic Holdings
Arizona
$295K 13,592 -2,627 -16%
Millennium Management
53
Millennium Management
New York
$284K 13,310 – –
SWM
54
SeaCrest Wealth Management
New York
$269K 12,600 – –
NA
55
NewEdge Advisors
Louisiana
$269K 12,600 +567 +5%
LFAS
56
Level Four Advisory Services
Texas
$257K 12,011 -92 -0.8%
VFPW
57
Vantage Financial Partners (Wisconsin)
Wisconsin
$210K 9,834 +240 +3%
SC
58
Searle & Co
Connecticut
$204K 9,531 +229 +2%
Creative Planning
59
Creative Planning
Kansas
$203K 9,489 +26 +0.3%
JWA
60
JFS Wealth Advisors
Pennsylvania
$200K 9,369 – –
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$83.9K 3,927 +43 +1%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$65.7K 3,075 +75 +3%
KWM
63
Kiker Wealth Management
Georgia
$63.4K 2,966 – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$59.9K 2,801 +65 +2%
GWM
65
Geneos Wealth Management
Colorado
$55K 2,572 -1,007 -28%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$48K 2,239 – –
Comerica Bank
67
Comerica Bank
Texas
$41.8K 1,957 +98 +5%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$41.7K 1,950 – –
EWA
69
EverSource Wealth Advisors
Alabama
$40K 1,873 – –
HNB
70
Hilltop National Bank
Wyoming
$36.2K 1,695 +1,695 New
NS
71
NBC Securities
Alabama
$25K 1,172 +29 +3%
LWCFA
72
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23.7K 1,108 – –
ZA
73
Zazove Associates
Nevada
$19.4K 908 +22 +2%
SFA
74
Semmax Financial Advisors
North Carolina
$18K 865 – –
BC
75
Barrett & Company
Rhode Island
$17.1K 800 – –
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