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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 %
CTA
1326
Colonial Trust Advisors
South Carolina
$1M +$489K +1,600 +95%
RPWA
1327
Regent Peak Wealth Advisors
Georgia
$1,000K -$117K -382 -10%
BCM
1328
Boltwood Capital Management
California
$998K -$44.3K -145 -4%
NC
1329
Napatree Capital
Rhode Island
$991K +$13.1K +43 +1%
PEA
1330
Park Edge Advisors
Ohio
$989K – – –
BA
1331
Bridgewater Advisors
New York
$987K +$987K +3,338 New
OAM
1332
Oak Asset Management
California
$987K – – –
EFG
1333
Everhart Financial Group
Ohio
$985K +$58.1K +190 +6%
SSW
1334
Smith Shellnut Wilson
Mississippi
$985K +$16.8K +55 +2%
BTC
1335
Bank & Trust Company
Illinois
$980K -$5.81K -19 -0.6%
WA
1336
Wealth Architects
California
$980K +$7.94K +26 +0.8%
AHC
1337
Adell Harriman & Carpenter
Texas
$980K +$49.2K +161 +5%
CCP
1338
Cushing Capital Partners
Wisconsin
$978K +$978K +3,186 New
NQWM
1339
Northwest Quadrant Wealth Management
Oregon
$976K -$18.3K -60 -2%
CPWA
1340
Cerro Pacific Wealth Advisors
California
$973K -$2.05K -7 -0.2%
VV
1341
Verity & Verity
South Carolina
$972K +$62.3K +204 +7%
SSIM
1342
Sheets Smith Investment Management
Texas
$965K -$365K -1,194 -27%
SFA
1343
Souders Financial Advisors
Ohio
$963K +$611 +2 +0.1%
PP
1344
Patron Partners
Texas
$963K +$73.9K +242 +8%
APA
1345
Astoria Portfolio Advisors
New York
$958K +$506K +1,724 +112%
GSF
1346
Grove Street Fiduciary
New Hampshire
$956K +$956K +3,129 New
PSC
1347
Prentiss Smith & Co
Vermont
$955K – – –
WA
1348
Wealth Alliance
New York
$951K +$42.2K +138 +5%
LFG
1349
Larson Financial Group
Missouri
$950K +$124K +405 +15%
ADL
1350
Asset Dedication LLC
California
$949K +$14.7K +48 +2%
52 53
54
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