Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Adams Diversified Equity Fd (ADX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
4Q ▲
Buyers last Q
60%

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 — 60% buying

110 buying72 selling
Last quarter: 110 funds were net buyers (28 opened a brand new position + 82 added to an existing one). Only 72 were sellers (50 trimmed + 22 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 → 24 → 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 → 24 → 28 new funds/Q
New funds entering each quarter: 28 → 25 → 24 → 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 — 22% AUM from major funds

22% from top-100 AUM funds
21 of 201 holders rank in the top 100 by AUM, accounting for 22% 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.

Institutional Sentiment Summary — ADX

In 2026 Q1, 110 hedge funds were net buyers of ADX (28 opened a new position, 82 added to an existing one), while 72 reduced or exited (50 trimmed, 22 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 22% of total institutional value in ADX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 202.

Hedge Fund Ownership: ADX

How many hedge funds hold ADX — quarterly history vs. share price
Quarterly hedge fund ownership of ADX vs. share price

Market Analysis: ADX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ADX

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 2 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: ADX
2026 Q2 Stats Unlock in 3 days 200 + Investors

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

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

Statistics: ADX

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Institutional Holders (2026 Q2)

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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
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 5.26% 278,226 $7.1M
2 Blue Bell Private Wealth Management, LLC 2.70% 846,398 $21.6M
3 Bensler, LLC 2.55% 1,129,607 $28.9M
4 GatePass Capital, LLC 2.28% 235,085 $6.0M
5 PMG Family Office LLC 1.98% 84,104 $2.1M
6 Advisory Advocates, LLC 1.87% 85,508 $2.2M
7 Walsh & Associates, LLC 1.67% 79,791 $2.0M
8 Providence Wealth Advisors, LLC 1.50% 98,953 $2.5M
9 Waterfront Wealth Inc. 1.40% 345,424 $9.0M
10 Smh Capital Advisors Inc 1.33% 13,282 $339K
11 Fca Corp /Tx 1.26% 200,255 $5.1M
12 Arq Wealth Advisors, LLC 1.09% 334,882 $8.8M
13 Roberts Glore & Co Inc /Il/ 1.02% 160,810 $4.1M
14 Uncommon Cents Investing LLC 1.00% 181,270 $4.6M
15 Delta Capital Management LLC 0.75% 63,801 $1.6M
16 Westbourne Investment Advisors, Inc. 0.59% 83,800 $2.1M
17 West Bancorporation Inc 0.54% 49,490 $1.3M
18 Samalin Investment Counsel, LLC 0.52% 65,105 $1.7M
19 Cannon Advisors, Inc. 0.45% 28,406 $742K
20 Closed-End Fund Advisors, Inc. 0.32% 12,964 $331K
21 1607 Capital Partners, LLC 0.32% 143,339 $3.7M
22 Atlas Wealth LLC 0.30% 82,341 $2.1M
23 Navis Wealth Advisors, LLC 0.30% 30,945 $791K
24 Retirement Planning Group, LLC / Ny 0.28% 20,305 $519K
25 Quad-Cities Investment Group, LLC 0.27% 29,033 $742K
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 — 60% buying: Last quarter: 110 funds were net buyers (28 opened a brand new position + 82 added to an existing one). Only 72 were sellers (50 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ADX holders?

Strong quality — 22% AUM from major funds: 21 of 201 holders rank in the top 100 by AUM, accounting for 22% 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.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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