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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
LWCFA
76
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26.5K – – –
ZA
77
Zazove Associates
Nevada
$20.7K +$430 +20 +2%
BC
78
Barrett & Company
Rhode Island
$17.4K – – –
PFBT
79
Parkside Financial Bank & Trust
Missouri
$14.8K – – –
PWPS
80
Pinnacle Wealth Planning Services
Ohio
$13.1K +$13K +603 New
CIA
81
Cape Investment Advisory
Georgia
$10.7K – – –
ITIM
82
Indiana Trust & Investment Management
Indiana
$10.3K +$10.2K +472 New
AUB
83
Atlantic Union Bankshares
Virginia
$6.52K – – –
WA
84
WPG Advisers
Maryland
$5.47K +$689 +32 +15%
AA
85
Ancora Advisors
Ohio
$4.35K – – –
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$1.78K -$66K -3,067 -97%
Focus Partners Wealth
87
Focus Partners Wealth
Massachusetts
– -$335K -15,570 Closed
Balyasny Asset Management
88
Balyasny Asset Management
Illinois
– -$225K -10,445 Closed
Creative Planning
89
Creative Planning
Kansas
– -$222K -10,302 Closed
ASN
90
Advisory Services Network
Georgia
– -$48.2K -2,239 Closed
CA
91
Crewe Advisors
Utah
– -$10.8K -500 Closed
WANY
92
Wealthspire Advisors (New York)
New York
– -$5.45K -253 Closed
Simplex Trading
93
Simplex Trading
Illinois
– -$1K -84 Closed
HI
94
Harbour Investments
Wisconsin
– -$65 -3 Closed
1 2 3
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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.