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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 %
BEAM
1326
Baker Ellis Asset Management
Washington
$915K – – –
PSC
1327
Prentiss Smith & Co
Vermont
$915K – – –
BCM
1328
Bayesian Capital Management
New York
$913K -$2.78M -9,500 -75%
KWA
1329
Kingswood Wealth Advisors
California
$912K -$496K -1,695 -35%
HPM
1330
Hoxton Planning & Management
West Virginia
$908K -$6.44K -22 -0.7%
BFC
1331
Blue Fin Capital
Rhode Island
$905K – – –
CWM
1332
Cornerstone Wealth Management
Missouri
$905K +$29.9K +102 +3%
AIM
1333
Alhambra Investment Management
Florida
$902K -$585 -2 -0.1%
Capstone Investment Advisors
1334
Capstone Investment Advisors
New York
$897K +$774K +2,644 +630%
ADL
1335
Asset Dedication LLC
California
$896K -$1.19M -4,069 -57%
TBNY
1336
Trustco Bank (New York)
New York
$893K -$29.3K -100 -3%
HVP
1337
Hudson Value Partners
Florida
$893K – – –
OIM
1338
Orca Investment Management
Oregon
$893K -$78.5K -268 -8%
AHC
1339
Adell Harriman & Carpenter
Texas
$892K -$37.8K -129 -4%
SWA
1340
SFMG Wealth Advisors
Texas
$890K – – –
IPW
1341
Inlet Private Wealth
Florida
$889K – – –
EFG
1342
Everhart Financial Group
Ohio
$889K +$56.8K +194 +7%
TCOTS
1343
Trust Company of the South
North Carolina
$887K – – –
PB
1344
Pinnacle Bancorp
Nebraska
$884K – – –
OPW
1345
Osprey Private Wealth
New York
$878K – – –
APWM
1346
Argonautica Private Wealth Management
Massachusetts
$878K – – –
WP
1347
WMS Partners
Maryland
$878K +$2.34K +8 +0.3%
PW
1348
PUREfi Wealth
Massachusetts
$876K +$876K +2,993 New
BL
1349
Balentine LLC
Georgia
$876K -$96K -328 -10%
SIA
1350
Soltis Investment Advisors
Utah
$873K +$20.5K +70 +2%
52 53
54
55 56