Who Owns ADX?
Adams Diversified Equity Fund, Inc — Institutional Ownership & 13F Holdings
$24.32
-0.30 (-1.24%)
Market Cap
$2.8B
Shares Outstanding
121,337,000
Institutional Holders
176
Total Inst. Value
$1.3B
% of Float Held
—
QoQ Holder Change
+73
Institutional data as of Q1 2025
New Positions
33
Closed Positions
18
Increased
72
Decreased
41
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $914.0M | 48,131 |
| 2 | Saba Capital Management, L.P. | $84.8M | 4,462,956 |
| 3 | MORGAN STANLEY | $44.3M | 2,334,383 |
| 4 | COHEN & STEERS, INC. | $23.3M | 1,224,635 |
| 5 | RAYMOND JAMES FINANCIAL INC | $22.8M | 1,201,070 |
| 6 | ROYAL BANK OF CANADA | $20.0M | 1,054,872 |
| 7 | Bensler, LLC | $15.0M | 787,512 |
| 8 | 1607 Capital Partners, LLC | $12.4M | 653,135 |
| 9 | Allspring Global Investments Holdings, LLC | $9.9M | 523,668 |
| 10 | Potrero Capital Research LLC | $8.4M | 442,735 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +3K | $914.0M |
| RAYMOND JAMES FINANCIAL INC | +170K | $22.8M |
| ROYAL BANK OF CANADA | +299K | $20.0M |
| Bensler, LLC | +90K | $15.0M |
| JONES ROAD CAPITAL MANAGEMENT, L.P. | +49K | $8.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Saba Capital Management, L.P. | -966K | $84.8M |
| MORGAN STANLEY | -135K | $44.3M |
| 1607 Capital Partners, LLC | -94K | $12.4M |
| Concurrent Investment Advisors, LLC | -92K | $1.0M |
| JONES FINANCIAL COMPANIES LLLP | -35K | $3K |
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Frequently Asked Questions
How many institutional investors hold ADX?
As of Q1 2025, 176 institutional investors report holding ADX (Adams Diversified Equity Fund, Inc) in their 13F filings.
Which hedge fund owns the most ADX?
The largest institutional holder of ADX is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $914.0M in shares.
Are institutions buying or selling ADX?
This quarter, 33 institutions opened new positions in ADX and 18 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.