ADAMS DIVERSIFIED EQUITY (ADX) Institutional Ownership Changes & 13F Activity

ADAMS DIVERSIFIED EQUITY (ADX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors and Cullen Value Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q3 2025Sequoia Financial AdvisorsSell-2,3399,143$203,889
Q3 2024Sequoia Financial AdvisorsBuy11,48211,482$247,542
Q1 2024Cullen Value FundBuy10,09010,090$194,336

Frequently asked questions about ADX activity

  • Which institutional owners are buying ADX?

    Institutional owners buying ADX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ADX activity?

    "Buy" means an investor increased their reported position in ADX compared to the prior reporting period. This reflects growing exposure to ADAMS DIVERSIFIED EQUITY (ADX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ADX increasing?

    Institutional interest in ADX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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