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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 %
HPM
1351
Hoxton Planning & Management
West Virginia
$945K -$2.75K -9 -0.3%
TCOTS
1352
Trust Company of the South
North Carolina
$940K +$13.7K +45 +1%
Canada Life
1353
Canada Life
Manitoba, Canada
$939K -$1.24M -4,072 -57%
AAS
1354
Annex Advisory Services
Wisconsin
$936K +$27.5K +90 +3%
SEEDPG
1355
S.E.E.D. Planning Group
New York
$936K -$87.4K -286 -9%
OIM
1356
Orca Investment Management
Oregon
$936K +$4.28K +14 +0.5%
AAP
1357
Arax Advisory Partners
Colorado
$936K -$65.4K -214 -7%
SAI
1358
Savvy Advisors Inc
New York
$935K +$254K +832 +37%
SWA
1359
SFMG Wealth Advisors
Texas
$933K +$3.97K +13 +0.4%
TBNY
1360
Trustco Bank (New York)
New York
$932K – – –
HVP
1361
Hudson Value Partners
Florida
$932K – – –
VA
1362
VestGen Advisors
Illinois
$931K +$931K +3,047 New
CWMK
1363
Caliber Wealth Management (Kansas)
Kansas
$928K +$928K +3,038 New
IPW
1364
Inlet Private Wealth
Florida
$928K – – –
OPW
1365
Osprey Private Wealth
New York
$917K – – –
APWM
1366
Argonautica Private Wealth Management
Massachusetts
$917K – – –
LP
1367
LMR Partners
United Kingdom
$916K +$916K +2,997 New
PB
1368
Pinnacle Bancorp
Nebraska
$914K -$9.17K -30 -1%
RGF
1369
Retirement Guys Formula
Ohio
$911K +$911K +2,983 New
LA
1370
LM Advisors
California
$908K -$111K -362 -11%
BEAM
1371
Baker Ellis Asset Management
Washington
$908K -$47.4K -155 -5%
AIM
1372
Alhambra Investment Management
Florida
$906K -$36.4K -119 -4%
BIM
1373
Baldwin Investment Management
Pennsylvania
$904K +$279K +912 +45%
SIA
1374
Soltis Investment Advisors
Utah
$904K -$7.64K -25 -0.8%
WA
1375
WBH Advisory
Maryland
$896K -$105K -344 -11%
53 54
55
56 57