Adams Diversified Equity Fd (ADX): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Adams Diversified Equity Fd (ADX) following the 2026 Q1 hedge fund 13F filings?

As of today, ADX has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), ADX gained nan% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Adams Diversified Equity Fd (ADX)

200 + Investors. Track Smart Money conviction in ADX. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — ADX

Based on 202 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added ADX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

202 hedge funds hold ADX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q

+27 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 61% buying

110 buying71 selling

Last quarter: 110 funds were net buyers (28 opened a brand new position + 82 added to an existing one). Only 71 were sellers (50 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~28 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 28 → 25 → 23 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 27% medium ■ 19% new

109 out of 202 hedge funds have held ADX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~28 new funds/quarter

16 → 28 → 25 → 23 → 28 new funds/Q

New funds entering each quarter: 28 → 25 → 23 → 28. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 58% veterans vs 27% newcomers

■ 58% veterans ■ 15% 1-2yr ■ 27% new

Entry-cohort mix of 202 holders: 118 (58%) are 2+ year veterans, 30 entered 1–2 years ago, and 54 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds

19 of 201 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	200	195	2.56%
13F Shares	21M	21M	-3.78%
Total Value	$421M	$498M	-15.45%
New Positions	28	23	+5
Increased Positions	82	77	+5
Closed Positions	23	21	+2
Reduced Positions	49	48	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

200

195

2.56%

13F Shares

21M

-3.78%

Total Value

$421M

$498M

-15.45%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

200 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ADX. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ADX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Intrepid Family Office LLC	4.83%	273,000	$6.0M
2	GatePass Capital, LLC	2.95%	288,965	$6.3M
3	Blue Bell Private Wealth Management, LLC	2.81%	894,195	$19.6M
4	Bensler, LLC	2.38%	1,054,967	$23.1M
5	PMG Family Office LLC	2.04%	83,312	$1.8M
6	Waterfront Wealth Inc.	1.53%	379,693	$8.3M
7	Providence Wealth Advisors, LLC	1.41%	98,953	$2.2M
8	Advisory Advocates, LLC	1.29%	55,420	$1.3M
9	Delta Capital Management LLC	1.27%	105,466	$2.3M
10	Fca Corp /Tx	1.14%	184,138	$4.0M
11	RB Capital Management, LLC	0.97%	207,076	$4.6M
12	Roberts Glore & Co Inc /Il/	0.95%	157,823	$3.5M
13	Uncommon Cents Investing LLC	0.92%	181,905	$4.0M
14	Arq Wealth Advisors, LLC	0.89%	225,155	$4.9M
15	Westbourne Investment Advisors, Inc.	0.53%	83,400	$1.8M
16	West Bancorporation Inc	0.51%	46,890	$1.0M
17	1607 Capital Partners, LLC	0.50%	315,928	$6.9M
18	Concorde Asset Management, LLC	0.42%	38,897	$851K
19	Closed-End Fund Advisors, Inc.	0.36%	16,075	$352K
20	Cannon Advisors, Inc.	0.36%	21,885	$479K
21	Samalin Investment Counsel, LLC	0.28%	36,054	$789K
22	Quad-Cities Investment Group, LLC	0.25%	28,488	$624K
23	RFG - Bristol Wealth Advisors, LLC	0.23%	38,512	$843K
24	Hennion & Walsh Asset Management, Inc.	0.22%	301,196	$6.6M
25	Generation Capital Management LLC	0.22%	13,582	$297K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Adams Diversified Equity Fd (ADX)

What does the Smart Money Trend signal show for ADX?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added ADX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ADX?

More buyers than sellers — 61% buying: Last quarter: 110 funds were net buyers (28 opened a brand new position + 82 added to an existing one). Only 71 were sellers (50 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ADX holders?

Strong quality — 20% AUM from major funds: 19 of 201 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ADX?

54% of holders stayed for 2+ years: 109 out of 202 hedge funds have held ADX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Adams Diversified Equity Fd (ADX) following the 2026 Q1 hedge fund 13F filings?

As of today, ADX has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), ADX has gained nan% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Adams Diversified Equity Fd (ADX)

Smart Money Signals — ADX

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Steady growth — +15% more funds vs a year ago

More buyers than sellers — 61% buying

Steady new buyers — ~28 new funds per quarter

54% of holders stayed for 2+ years

Steady discovery — ~28 new funds/quarter

Veteran-anchored — 58% veterans vs 27% newcomers

Strong quality — 20% AUM from major funds

Institutional Sentiment Summary — ADX

Hedge Fund Ownership: ADX

Market Analysis: ADX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ADX

Is It Too Late to Buy Adams Diversified Equity Fd (ADX) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: ADX

Statistics: ADX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Adams Diversified Equity Fd (ADX)

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