ADX
ADAMS DIVERSIFIED EQUITY FD
Institutional Ownership · Q4 2025
Filing: Q4 2025ADAMS DIVERSIFIED EQUITY FD (ADX) is held by 184 institutional investors with combined holdings of $751M. Major holders include SMH CAPITAL ADVISORS INC, LAZARD ASSET MANAGEMENT L, MORGAN STANLEY (MS, MS-P.
Institutional Holders
184
Total Value
$751.3M
Ownership %
15.7%
🏦 Top Institutional Holders
SMH CAPITAL ADVISORS INC
13.0K shares
$302.9M
0.01% ownership
LAZARD ASSET MANAGEMENT LLC
3.6M shares
$83.7M
2.93% ownership
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)
1.9M shares
$43.3M
1.52% ownership
COHEN & STEERS, INC. (CNS)
1.1M shares
$25.3M
0.89% ownership
Bensler, LLC
987.7K shares
$23.0M
0.81% ownership