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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
ACM
51
Alta Capital Management
Utah
$348K – – –
PI
52
PFG Investments
New York
$321K +$1.57K +73 +0.5%
MC
53
Moors & Cabot
Massachusetts
$311K +$6.78K +315 +2%
GC
54
Guggenheim Capital
Illinois
$308K -$6.54K -304 -2%
NA
55
NewEdge Advisors
Louisiana
$308K +$29.6K +1,377 +11%
Millennium Management
56
Millennium Management
New York
$289K – – –
SWM
57
SeaCrest Wealth Management
New York
$273K – – –
LFAS
58
Level Four Advisory Services
Texas
$272K +$5.14K +239 +2%
VFPW
59
Vantage Financial Partners (Wisconsin)
Wisconsin
$224K +$4.88K +227 +2%
SC
60
Searle & Co
Connecticut
$215K +$2.45K +114 +1%
Jane Street
61
Jane Street
New York
$209K -$97.7K -4,541 -32%
JWA
62
JFS Wealth Advisors
Pennsylvania
$204K – – –
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$176K – – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$95.4K -$1.08K -50 -1%
JP Morgan Chase
65
JP Morgan Chase
New York
$88.3K +$968 +45 +1%
FFA
66
Farther Finance Advisors
California
$63.7K +$63.1K +2,930 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$49K – – –
Comerica Bank
68
Comerica Bank
Texas
$47.3K +$1.25K +58 +3%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$42.4K – – –
EWA
70
EverSource Wealth Advisors
Alabama
$40.7K – – –
GWM
71
Geneos Wealth Management
Colorado
$40.7K +$151 +7 +0.4%
HNB
72
Hilltop National Bank
Wyoming
$36.8K – – –
GRP
73
Global Retirement Partners
California
$34.5K +$34.2K +1,589 New
HWP
74
Highline Wealth Partners
California
$32.6K – – –
NS
75
NBC Securities
Alabama
$26.7K +$581 +27 +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.