ADP icon

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 %
KCM
1026
Kathmere Capital Management
Pennsylvania
$1.88M +$318K +1,041 +20%
S
1027
SimplyRich
California
$1.88M – – –
TAM
1028
Townsend Asset Management
North Carolina
$1.88M -$74.9K -245 -4%
WG
1029
Wealth Group
North Carolina
$1.88M +$42.5K +139 +2%
SM
1030
STF Management
Texas
$1.88M -$5.81K -19 -0.3%
WAP
1031
Wealthcare Advisory Partners
Pennsylvania
$1.87M -$87.4K -286 -4%
FTWA
1032
Fifth Third Wealth Advisors
Ohio
$1.87M +$277K +907 +17%
OA
1033
Oxbow Advisors
Texas
$1.87M -$18.6K -61 -1%
Empower Advisory Group
1034
Empower Advisory Group
Colorado
$1.87M -$154K -503 -8%
PWP
1035
Precedent Wealth Partners
Texas
$1.86M +$330K +1,079 +22%
RFA
1036
ROI Financial Advisors
Oregon
$1.86M +$120K +392 +7%
CCG
1037
Cypress Capital Group
Florida
$1.86M -$592K -1,938 -24%
BP
1038
BBR Partners
New York
$1.85M -$62.9K -206 -3%
USB
1039
Union Savings Bank
Connecticut
$1.84M – – –
CCA
1040
Checchi Capital Advisers
California
$1.84M +$28.7K +94 +2%
SIA
1041
SeaBridge Investment Advisors
New Jersey
$1.84M – – –
EFS
1042
Essex Financial Services
Connecticut
$1.84M -$1.83K -6 -0.1%
SAM
1043
Smartleaf Asset Management
Massachusetts
$1.84M +$85.7K +285 +5%
APP
1044
Avantax Planning Partners
Iowa
$1.83M -$3.02M -9,884 -62%
HL
1045
HeadInvest LLC
Maine
$1.83M -$4.58K -15 -0.2%
ABWM
1046
Alpine Bank Wealth Management
Colorado
$1.83M +$1.83M +5,993 New
WA
1047
WealthTrust Axiom
Pennsylvania
$1.83M – – –
CIC
1048
Crawford Investment Counsel
Georgia
$1.83M -$611 -2 -0%
SPC
1049
Sigma Planning Corp
Michigan
$1.83M -$18.6K -61 -1%
TBA
1050
Tower Bridge Advisors
Pennsylvania
$1.83M -$199K -650 -10%
40 41
42
43 44