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Automatic Data Processing
ADP

Overview Fund Activity

2,386 hedge funds and large institutions have $98.3B invested in Automatic Data Processing in 2024 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 782 increasing their positions, 883 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,386
Holders Change
+172
Holders Change %
+7.77%
% of All Funds
31.76%
Holding in Top 10
81
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+14.08%
% of All Funds
1.08%
New
297
Increased
782
Reduced
883
Closed
79
Calls
$681M
Puts
$550M
Net Calls
+$131M
Net Calls Change
+$279M

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
+$397M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$380M
3
Citadel Advisors
Citadel Advisors
Florida
+$349M
4
Northern Trust
Northern Trust
Illinois
+$264M
5
Ameriprise
Ameriprise
Minnesota
+$160M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$6.31B
2
VAM
Veritas Asset Management
United Kingdom
-$386M
3
IAIM
International Assets Investment Management
Florida
-$345M
4
Goldman Sachs
Goldman Sachs
New York
-$265M
5
Barclays
Barclays
United Kingdom
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
1051
Blue Trust Inc
Georgia
$1.69M -$336K -1,149 -17%
DLA
1052
Douglas Lane & Associates
New York
$1.69M +$96.3K +329 +6%
EB
1053
Exchange Bank
California
$1.68M – – –
HBT
1054
Hills Bank & Trust
Iowa
$1.67M -$19.6K -67 -1%
CCB
1055
Country Club Bank
Missouri
$1.67M -$27.5K -94 -2%
BHBT
1056
Burke & Herbert Bank & Trust
Virginia
$1.67M -$1.46K -5 -0.1%
RFA
1057
ROI Financial Advisors
Oregon
$1.66M -$12.6K -43 -0.8%
NSAM
1058
North Star Asset Management
Wisconsin
$1.66M – – –
LOPW
1059
Live Oak Private Wealth
North Carolina
$1.66M -$28.4K -97 -2%
GIM
1060
Generali Investments Management
Slovenia
$1.65M +$1.65M +5,634 New
PWMG
1061
Prestige Wealth Management Group
New Jersey
$1.65M +$81.8K +278 +5%
UW
1062
Unique Wealth
Florida
$1.63M +$144K +493 +10%
PP
1063
Patten & Patten
Tennessee
$1.62M -$29.3K -100 -2%
RCWM
1064
Royal Capital Wealth Management
Indiana
$1.62M -$45.4K -155 -3%
WWS
1065
Wellington Wealth Strategies
Indiana
$1.62M -$323K -1,040 -17%
SFG
1066
SevenBridge Financial Group
Pennsylvania
$1.61M – – –
NWMG
1067
Nicholson Wealth Management Group
South Carolina
$1.6M +$498K +1,701 +45%
IIM
1068
Ironwood Investment Management
Massachusetts
$1.59M +$12.9K +44 +0.8%
USCWA
1069
U.S. Capital Wealth Advisors
Texas
$1.59M +$366K +1,249 +30%
MMG
1070
Monetary Management Group
Missouri
$1.59M – – –
CAM
1071
Cozad Asset Management
Illinois
$1.59M +$3.81K +13 +0.2%
BAM
1072
Belpointe Asset Management
Nevada
$1.58M +$2.21K +8 +0.1%
GWM
1073
GSB Wealth Management
Connecticut
$1.57M -$11.4K -39 -0.7%
CB
1074
Cadence Bank
Mississippi
$1.56M – – –
CAI
1075
Capital Advisors Inc
Oklahoma
$1.56M +$1.76K +6 +0.1%
41 42
43
44 45