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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 %
KIA
1301
Knollwood Investment Advisory
Maryland
$966K – – –
OL
1302
one8zero8 LLC
North Carolina
$966K +$966K +3,299 New
PA
1303
Promethium Advisors
Maryland
$966K +$33K +112 +4%
HWMO
1304
Heritage Wealth Management (Ohio)
Ohio
$962K – – –
AAP
1305
Arax Advisory Partners
Colorado
$959K +$52.4K +179 +6%
GVAG
1306
Great Valley Advisor Group
Delaware
$959K +$7.32K +25 +0.8%
WA
1307
WBH Advisory
Maryland
$959K -$64.4K -220 -6%
BPCE
1308
Bank Pictet & Cie (Europe)
Germany
$957K +$957K +3,270 New
DWM
1309
Dakota Wealth Management
Florida
$954K -$9.37K -32 -1%
NQWM
1310
Northwest Quadrant Wealth Management
Oregon
$953K -$7.61K -26 -0.8%
GC
1311
Grimes & Company
Massachusetts
$952K +$37.8K +129 +4%
SFSG
1312
Sound Financial Strategies Group
Mississippi
$952K +$90.7K +310 +11%
BFA
1313
Beaumont Financial Advisors
Massachusetts
$948K +$302K +1,032 +47%
MCM
1314
Manchester Capital Management
Vermont
$948K +$21.1K +72 +2%
PEA
1315
Park Edge Advisors
Ohio
$947K -$32.2K -110 -3%
ZB
1316
Zions Bancorporation
Utah
$947K +$362K +1,238 +62%
OAM
1317
Oak Asset Management
California
$946K -$4.39K -15 -0.5%
BTC
1318
Bank & Trust Company
Illinois
$945K -$13.8K -47 -1%
MWM
1319
Modern Wealth Management
Kansas
$939K +$522K +1,784 +125%
PPWP
1320
Premier Path Wealth Partners
New Jersey
$939K +$46.5K +159 +5%
NC
1321
Napatree Capital
Rhode Island
$936K +$24.6K +84 +3%
WA
1322
Wealth Architects
California
$932K -$293 -1 -0%
SSW
1323
Smith Shellnut Wilson
Mississippi
$928K +$60K +205 +7%
SFA
1324
Souders Financial Advisors
Ohio
$922K +$293 +1 +0%
CPWA
1325
Cerro Pacific Wealth Advisors
California
$922K -$17.4K -63 -2%
51 52
53
54 55