Who Owns Adams Diversified Equity Fund, Inc (ADX)?Hedge Fund & Institutional Holders

$22.42-0.15 (-0.66%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.35097830002534e+203T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$17.11$18.75$20.40$22.05$23.69Sep 24Jun 25Mar 26

ADX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Bensler, LLCNew Position+988K+$23.0M
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+924K+$21.6M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+431K+$10.1M
Allspring Global Investments Holdings, LLCNew Position+401K+$9.3M
Waterfront Wealth Inc.New Position+385K+$9.0M
Penserra Capital Management LLCNew Position+325K+$7.0M
GatePass Capital, LLCNew Position+299K+$7.0M
Hennion & Walsh Asset Management, Inc.New Position+288K+$6.7M
RB Capital Management, LLCNew Position+208K+$4.9M
Uncommon Cents Investing LLCNew Position+185K+$4.3M
UMB Bank, n.a.New Position+214K+$4.0M
Shaker Financial Services, LLCNew Position+164K+$3.8M
D.A. DAVIDSON & CO.New Position+131K+$3.1M
GENERAL AMERICAN INVESTORS CO INCNew Position+131K+$3.0M
Providence Wealth Advisors, LLCNew Position+99K+$2.3M

ADX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-505K-$52.7B
Saba Capital Management, L.P.Closed Position-1.3M-$29.9B
ROYAL BANK OF CANADADecreased-6K-$21.0B
1607 Capital Partners, LLCDecreased-144K-$14.5B
LPL Financial LLCDecreased-6K-$9.8B
FCA CORP /TXDecreased-18K-$4.3B
Consolidated Portfolio Review CorpClosed Position-154K-$3.4B
Integrated Wealth Concepts LLCDecreased-12K-$3.0B
PMG Family Office LLCDecreased-554-$1.8B
PREVAIL INNOVATIVE WEALTH ADVISORS, LLCDecreased-69K-$1.8B
Waverly Advisors, LLCDecreased-271-$1.5B
Corient Private Wealth LLCDecreased-1K-$1.5B
Koshinski Asset Management, Inc.Decreased-4K-$1.4B
Ancora Advisors LLCDecreased-2K-$1.3B
KING LUTHER CAPITAL MANAGEMENT CORPDecreased-28K-$1.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Farmers National Bank27,234$635.1M0.14%Share
2LAZARD ASSET MANAGEMENT LLC3,589,875$83.0M0.14%Share
3COHEN & STEERS, INC.1,086,635$25.3M0.05%Share
4Bensler, LLC987,718$23.0M2.31%Share
5BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC924,285$21.6M3.16%Share
6RAYMOND JAMES FINANCIAL INC904,403$21.0M0.01%Share
7ROYAL BANK OF CANADA931,845$21.0M0.00%Share
8MORGAN STANLEY893,516$20.0M0.00%Share
9MORGAN STANLEY819,553$19.0M0.00%Share
101607 Capital Partners, LLC508,536$11.9M0.81%Share
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC430,951$10.1M0.01%Share
12LPL Financial LLC432,561$10.0M0.00%Share
13Allspring Global Investments Holdings, LLC400,716$9.3M0.02%Share
14Advisors Asset Management, Inc.387,161$9.0M0.15%Share
15RAYMOND JAMES FINANCIAL INC419,105$9.0M0.00%Share
16STIFEL FINANCIAL CORP403,432$9.0M0.01%Share
17Waterfront Wealth Inc.385,316$9.0M1.70%Share
18Penserra Capital Management LLC325,215$7.0M0.08%Share
19GatePass Capital, LLC298,780$7.0M3.59%Share
20Hennion & Walsh Asset Management, Inc.288,014$6.7M0.23%Share
21INTREPID FAMILY OFFICE LLC267,262$6.2M5.37%Share
22BANK OF AMERICA CORP /DE/223,164$5.0M0.00%Share
23ARQ WEALTH ADVISORS, LLC208,810$4.9M1.31%Share
24RB Capital Management, LLC208,462$4.9M0.97%Share
25Uncommon Cents Investing LLC185,011$4.3M1.04%Share
26FCA CORP /TX175,330$4.1M1.15%Share
27WELLS FARGO & COMPANY/MN175,161$4.0M0.00%Share
28UMB Bank, n.a.213,801$4.0M0.05%Share
29OSAIC HOLDINGS, INC.179,230$4.0M0.01%Share
30Kestra Advisory Services, LLC197,227$4.0M0.02%Share
31Shaker Financial Services, LLC164,389$3.8M1.22%Share
32D.A. DAVIDSON & CO.131,032$3.1M0.02%Share
33GENERAL AMERICAN INVESTORS CO INC131,124$3.0M0.17%Share
34ROBERTS GLORE & CO INC /IL/144,674$3.0M0.80%Share
35Cetera Investment Advisers150,522$3.0M0.00%Share
36MORGAN STANLEY145,800$3.0M0.00%Share
37DELTA CAPITAL MANAGEMENT LLC105,466$2.5M1.38%Share
38Stolper Co100,835$2.4M0.69%Share
39Providence Wealth Advisors, LLC98,953$2.3M1.45%Share
40Integrated Wealth Concepts LLC123,048$2.0M0.02%Share
41JONES FINANCIAL COMPANIES LLLP120,905$2.0M0.00%Share
42Focus Partners Wealth97,602$2.0M0.00%Share
43AMERIPRISE FINANCIAL INC115,679$2.0M0.00%Share
44PMG Family Office LLC79,675$1.9M2.15%Share
45Westbourne Investment Advisors, Inc.74,200$1.7M0.48%Share
46UBS Group AG68,089$1.6M0.00%Share
47Concurrent Investment Advisors, LLC67,117$1.6M0.02%Share
48Corient Private Wealth LLC64,232$1.5M0.00%Share
49Diversified Trust Co64,058$1.5M0.03%Share
50MEANS INVESTMENT CO., INC.62,535$1.5M0.12%Share

ADX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025196$1.1B+85
Q3 2025111$343.0B-63
Q2 2025174$361.7B-3
Q1 2025177$397.7B+16
Q4 2024161$18.7T+40
Q3 2024121$250.9T+8
Q2 2024113$343.9T+8
Q1 2024105$299.2T—

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As of Q4 2025, 50 institutional investors hold ADX (Adams Diversified Equity Fund, Inc). The largest holder is Farmers National Bank with $635.1M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own ADX?

As of Q4 2025, 50 institutional investors report holding ADX (Adams Diversified Equity Fund, Inc) in their 13F filings.

Who is the largest institutional holder of ADX?

The largest institutional holder of ADX is Farmers National Bank with $635.1M in shares.

Is institutional ownership of ADX increasing or decreasing?

This quarter, 15 institutions opened new positions in ADX and 2 closed their positions.