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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 %
GCM
1376
Gallacher Capital Management
Colorado
$841K +$76.4K +261 +10%
BAM
1377
Blueshift Asset Management
New Jersey
$841K +$432K +1,475 +105%
WF
1378
Wayfinding Financial
Washington
$839K +$839K +2,854 New
RW
1379
Rede Wealth
Virginia
$838K -$7.03K -24 -0.8%
RAG
1380
RIA Advisory Group
Iowa
$831K +$334K +1,141 +67%
SI
1381
Seeds Investor
New York
$825K -$17.3K -59 -2%
TPWM
1382
Twelve Points Wealth Management
Massachusetts
$825K +$3.22K +11 +0.4%
SWM
1383
Spire Wealth Management
Virginia
$822K -$1.97M -6,731 -71%
MWM
1384
Meridian Wealth Management
Kentucky
$821K +$23.7K +81 +3%
WWM
1385
Western Wealth Management
Colorado
$821K +$77K +263 +10%
KCAM
1386
Kagan Cocozza Asset Management
New Jersey
$819K +$819K +2,796 New
SOS
1387
Silver Oak Securities
Tennessee
$818K +$343K +1,169 +72%
CA
1388
Cornerstone Advisory
Maryland
$814K +$69.6K +226 +9%
SWP
1389
Summit Wealth Partners
Florida
$812K +$62.1K +212 +8%
PFSC
1390
Peoples Financial Services Corp
Pennsylvania
$809K -$59.4K -203 -7%
PDL
1391
Portfolio Design Labs
California
$808K +$259K +884 +47%
FWTB
1392
First Western Trust Bank
Colorado
$802K – – –
MPWT
1393
MassMutual Private Wealth & Trust
Connecticut
$794K -$15.2K -52 -2%
LFG
1394
Larson Financial Group
Missouri
$792K +$166K +567 +27%
WPA
1395
West Paces Advisors
Georgia
$792K -$50.4K -172 -6%
EIA
1396
Edgemoor Investment Advisors
Maryland
$790K – – –
BMCM
1397
Burns Matteson Capital Management
New York
$790K -$39.2K -134 -5%
FHA
1398
Flagship Harbor Advisors
Massachusetts
$788K +$13.2K +45 +2%
M
1399
MOTCO
Texas
$787K -$25.5K -87 -3%
RB
1400
Rodgers Brothers
Pennsylvania
$786K -$3.22K -11 -0.4%
54 55
56
57 58