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 %
PI
51
PFG Investments
New York
$308K +$1.69K +79 +0.6%
MC
52
Moors & Cabot
Massachusetts
$300K +$7.33K +343 +3%
Osaic Holdings
53
Osaic Holdings
Arizona
$295K -$57K -2,627 -16%
Millennium Management
54
Millennium Management
New York
$284K – – –
SWM
55
SeaCrest Wealth Management
New York
$269K – – –
NA
56
NewEdge Advisors
Louisiana
$269K +$12.1K +567 +5%
LFAS
57
Level Four Advisory Services
Texas
$257K -$1.97K -92 -0.8%
VFPW
58
Vantage Financial Partners (Wisconsin)
Wisconsin
$210K +$5.13K +240 +3%
SC
59
Searle & Co
Connecticut
$204K +$4.89K +229 +2%
Creative Planning
60
Creative Planning
Kansas
$203K +$556 +26 +0.3%
JWA
61
JFS Wealth Advisors
Pennsylvania
$200K – – –
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$173K +$173K +8,091 New
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$83.9K +$919 +43 +1%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$65.7K +$1.6K +75 +3%
KWM
65
Kiker Wealth Management
Georgia
$63.4K – – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$59.9K +$1.39K +65 +2%
GWM
67
Geneos Wealth Management
Colorado
$55K -$21.5K -1,007 -28%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$48K – – –
Comerica Bank
69
Comerica Bank
Texas
$41.8K +$2.1K +98 +5%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$41.7K – – –
EWA
71
EverSource Wealth Advisors
Alabama
$40K – – –
HNB
72
Hilltop National Bank
Wyoming
$36.2K +$36.2K +1,695 New
NS
73
NBC Securities
Alabama
$25K +$619 +29 +3%
LWCFA
74
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23.7K – – –
ZA
75
Zazove Associates
Nevada
$19.4K +$470 +22 +2%
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