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 %
SFA
76
Semmax Financial Advisors
North Carolina
$18K – – –
BC
77
Barrett & Company
Rhode Island
$17.1K – – –
PFBT
78
Parkside Financial Bank & Trust
Missouri
$14.6K – – –
CA
79
Crewe Advisors
Utah
$10.7K – – –
CIA
80
Cape Investment Advisory
Georgia
$10.5K – – –
Simplex Trading
81
Simplex Trading
Illinois
$9K +$9K +440 New
AA
82
Ancora Advisors
Ohio
$4.27K -$2.14K -100 -33%
WA
83
WPG Advisers
Maryland
$2.63K +$1.43K +67 +120%
HI
84
Harbour Investments
Wisconsin
$64 – – –
MC
85
Medici Capital
California
– -$600K -26,294 Closed
CA
86
Cornerstone Advisors
North Carolina
– -$413K -18,099 Closed
PWH
87
Priebe Wealth Holdings
Minnesota
– -$340K -14,896 Closed
KIM
88
Kane Investment Management
California
– -$305K -13,355 Closed
RA
89
RFG Advisory
Alabama
– -$256K -11,231 Closed
JIC
90
Joel Isaacson & Co
New York
– -$254K -11,150 Closed
CWM
91
Compass Wealth Management
Connecticut
– -$251K -11,011 Closed
Invesco
92
Invesco
Georgia
– -$208K -9,125 Closed
EC
93
Elequin Capital
New York
– -$80.8K -3,541 Closed
CCM
94
Coldstream Capital Management
Washington
– -$297 -13 Closed
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