Adams Natural Resources Fund
PEO
85 hedge funds and large institutions have $227M invested in Adams Natural Resources Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 10 closing their positions.
95% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 21
1.11% more ownership
Funds ownership: 39.28% → 40.4% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less capital invested
Capital invested by funds: $235M → $227M (-$8.6M)
4% less funds holding
Funds holding: 89 → 85 (-4)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $10K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.04M |
| 2 |
Verition Fund Management
Greenwich,
Connecticut
|
+$2.59M |
| 3 |
Morgan Stanley
New York
|
+$2.02M |
| 4 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$1.38M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
-$2.84M |
| 2 |
Lazard Asset Management
New York
|
-$875K |
| 3 |
MC
Medici Capital
Newport Beach,
California
|
-$600K |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$413K |
| 5 |
IFO
Intrepid Family Office
Sarasota,
Florida
|
-$381K |
PEO Hedge Fund Activity: Q2 2025 in Review
85 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Adams Natural Resources Fund (PEO) for Q2 2025, worth a combined $227M — down 3.7% from $235M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of PEO and 6 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 41 added.
The largest buyer was Royal Bank of Canada, adding an estimated $3.04M. The largest seller was Pathstone Holdings, cutting an estimated $2.84M.
- 85 institutional investors held Adams Natural Resources Fund (PEO) as of Q2 2025, down from 89 in Q1 2025.
- Funds reported $227M of Adams Natural Resources Fund stock for Q2 2025, down 3.7% quarter-over-quarter.
- 6 funds opened new Adams Natural Resources Fund positions in Q2 2025 and 10 closed out, a net change of -4 holders.
- The largest Adams Natural Resources Fund buyer in Q2 2025 was Royal Bank of Canada, an estimated $3.04M added.
- The largest Adams Natural Resources Fund seller in Q2 2025 was Pathstone Holdings, an estimated $2.84M sold.
Based on aggregated 13F filings for Q2 2025.