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Automatic Data Processing
ADP

Overview Fund Activity

2,426 hedge funds and large institutions have $99.9B invested in Automatic Data Processing in 2025 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 835 increasing their positions, 966 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,426
Holders Change
+40
Holders Change %
+1.68%
% of All Funds
32.95%
Holding in Top 10
92
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+13.58%
% of All Funds
1.25%
New
184
Increased
835
Reduced
966
Closed
106
Calls
$541M
Puts
$641M
Net Calls
-$100M
Net Calls Change
-$232M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$297M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$272M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$252M
4
SG Americas Securities
SG Americas Securities
New York
+$192M
5
Ameriprise
Ameriprise
Minnesota
+$183M

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
-$397M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$311M
3
BI
BlueSpruce Investments
Illinois
-$310M
4
Citadel Advisors
Citadel Advisors
Florida
-$203M
5
Amundi
Amundi
France
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
2501
Marathon Capital Management
Maryland
– -$205K -700 Closed
XF
2502
XML Financial
Maryland
– -$205K -700 Closed
I
2503
IMPACTfolio
Colorado
– -$204K -697 Closed
WA
2504
WESPAC Advisors
California
– -$204K -697 Closed
DSA
2505
Droms Strauss Advisors
Missouri
– -$204K -696 Closed
BFWA
2506
Benchmark Financial Wealth Advisors
Florida
– -$202K -690 Closed
CIP
2507
Convergence Investment Partners
Florida
– -$201K -685 Closed
IIM
2508
Intact Investment Management
Quebec, Canada
– -$176K -600 Closed
MFG
2509
Menard Financial Group
Texas
– -$159K -543 Closed
PCWA
2510
Pacific Capital Wealth Advisors
California
– -$132K -450 Closed
CP
2511
Castleview Partners
Texas
– -$109K -377 Closed
TCG
2512
Transcendent Capital Group
Oklahoma
– -$97.5K -333 Closed
KBFS
2513
Kohmann Bosshard Financial Services
Ohio
– -$85.2K -291 Closed
OC
2514
Oarsman Capital
Wisconsin
– -$73.2K -250 Closed
CCM
2515
CAAS Capital Management
New York
– -$60K -205 Closed
TCM
2516
Tributary Capital Management
Nebraska
– -$58.5K -200 Closed
PFA
2517
Pathway Financial Advisers
Indiana
– -$51.7K -177 Closed
LC
2518
Lavaca Capital
Texas
– -$47.1K -161 Closed
KG
2519
Kieckhefer Group
Wisconsin
– -$42.4K -145 Closed
WWA
2520
Wingate Wealth Advisors
Massachusetts
– -$37.2K -127 Closed
PAS
2521
Point72 Asia (Singapore)
Singapore
– -$37K -127 Closed
SMAM
2522
Sugar Maple Asset Management
Wisconsin
– -$36.9K -126 Closed
CJL
2523
Cyrus J. Lawrence
New York
– -$35K -122 Closed
AS
2524
Altshuler Shaham
Israel
– -$20.8K -71 Closed
LFASL
2525
Lugano Financial Advisors SA (LFA)
Switzerland
– -$19.6K -67 Closed
98 99 100
101
102