PEO

Adams Natural Resources Fund
PEO

Overview Fund Activity

88 hedge funds and large institutions have $231M invested in Adams Natural Resources Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
32
Reduced
29
Closed
9
Calls
$493K
Puts
–
Net Calls
+$493K
Net Calls Change
+$81K

Top Buyers

1
PCM
Penserra Capital Management
California
+$4.7M
2
ADEF
Adams Diversified Equity Fund
Maryland
+$1.26M
3
WAM
Wolverine Asset Management
Illinois
+$1.16M
4
Morgan Stanley
Morgan Stanley
New York
+$673K
5
BC
Burney Company
Virginia
+$632K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.46M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$1.6M
3
1CP
1607 Capital Partners
Virginia
-$1.34M
4
CA
Cornerstone Advisors
North Carolina
-$809K
5
CL
CSS LLC
Illinois
-$757K
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
51
Moors & Cabot
Massachusetts
$313K -$36.4K -1,597 -10%
KIM
52
Kane Investment Management
California
$305K +$305K +13,355 New
Millennium Management
53
Millennium Management
New York
$304K – – –
QC
54
Quantedge Capital
Singapore
$288K -$155K -6,800 -35%
SWM
55
SeaCrest Wealth Management
New York
$287K – – –
LFAS
56
Level Four Advisory Services
Texas
$276K -$39.9K -1,747 -13%
NA
57
NewEdge Advisors
Louisiana
$274K +$7.46K +327 +3%
RA
58
RFG Advisory
Alabama
$256K -$86.3K -3,783 -25%
JIC
59
Joel Isaacson & Co
New York
$254K +$254K +11,150 New
CWM
60
Compass Wealth Management
Connecticut
$251K – – –
VFPW
61
Vantage Financial Partners (Wisconsin)
Wisconsin
$219K +$5.04K +221 +2%
Creative Planning
62
Creative Planning
Kansas
$216K -$1.14K -50 -0.5%
JWA
63
JFS Wealth Advisors
Pennsylvania
$214K +$7.3K +320 +4%
SC
64
Searle & Co
Connecticut
$212K +$212K +9,302 New
Invesco
65
Invesco
Georgia
$208K -$4.11K -180 -2%
Jones Financial Companies
66
Jones Financial Companies
Missouri
$149K +$46.4K +2,051 +45%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$88.6K +$547 +24 +0.6%
GWM
68
Geneos Wealth Management
Colorado
$81.6K +$46.8K +2,051 +134%
EC
69
Elequin Capital
New York
$80.8K +$80.8K +3,541 New
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$68.4K -$29.9K -1,310 -30%
KWM
71
Kiker Wealth Management
Georgia
$67.7K +$67.7K +2,966 New
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$62.4K -$14.1K -619 -18%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$51K – – –
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$44.5K -$502 -22 -1%
EWA
75
EverSource Wealth Advisors
Alabama
$42.7K -$3.76K -165 -8%
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