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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 %
JWM
1401
Jeppson Wealth Management
California
$781K -$11.7K -40 -1%
SAM
1402
Synergy Asset Management
Washington
$779K – – –
Loomis, Sayles & Company
1403
Loomis, Sayles & Company
Massachusetts
$776K -$4.69K -16 -0.6%
SB
1404
Sunflower Bank
Texas
$775K -$31.9K -109 -4%
KA
1405
KDT Advisors
New York
$774K +$774K +2,644 New
MC
1406
Machina Capital
France
$772K -$1.47M -5,030 -66%
MAMG
1407
Milestone Asset Management Group
Connecticut
$769K +$769K +2,627 New
NAMNJ
1408
NorthStar Asset Management (New Jersey)
New Jersey
$768K -$2.93K -10 -0.4%
SAM
1409
Strategy Asset Managers
California
$767K -$4.68K -16 -0.6%
AFT
1410
Alpha Family Trust
California
$765K – – –
MWA
1411
Meridian Wealth Advisors
Texas
$765K +$878 +3 +0.1%
GWMR
1412
GC Wealth Management RIA
Massachusetts
$764K -$58.5K -200 -7%
SIC
1413
Salem Investment Counselors
North Carolina
$764K +$80.9K +275 +12%
SFS
1414
Strategic Financial Services
New York
$760K – – –
WIM
1415
WealthPlan Investment Management
Nebraska
$758K -$30.4K -104 -4%
LWAM
1416
Legacy Wealth Asset Management
Minnesota
$757K -$10.2K -35 -1%
BAM
1417
Brave Asset Management
New Jersey
$756K -$114K -389 -13%
S
1418
Sunpointe
Missouri
$755K +$2.94K +10 +0.4%
CWA
1419
CJM Wealth Advisers
Virginia
$753K +$1.46K +5 +0.2%
BIG
1420
Brooklyn Investment Group
New York
$752K +$1.17K +4 +0.2%
SAW
1421
Signal Advisors Wealth
Michigan
$749K +$86.8K +295 +13%
LCM
1422
LVM Capital Management
Michigan
$749K – – –
AC
1423
Avestar Capital
New York
$748K +$107K +363 +17%
HKIM
1424
Hayek Kallen Investment Management
Alabama
$746K – – –
ACM
1425
Argyle Capital Management
Pennsylvania
$744K -$1.17K -4 -0.2%
55 56
57
58 59