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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 %
SAM
1401
Sompo Asset Management
Japan
$862K +$128K +420 +18%
WWM
1402
Western Wealth Management
Colorado
$860K +$3.06K +10 +0.4%
CWM
1403
Cornerstone Wealth Management
Missouri
$853K -$91.3K -299 -10%
EWA
1404
EverSource Wealth Advisors
Alabama
$850K +$89.5K +293 +12%
FCAS
1405
First Command Advisory Services
Texas
$849K -$48.6K -159 -5%
SWP
1406
Summit Wealth Partners
Florida
$848K +$306 +1 +0%
EWM
1407
Evermay Wealth Management
Virginia
$847K -$57.4K -187 -6%
LS
1408
Livforsakringsbolaget Skandia
Sweden
$843K -$61.1K -200 -7%
WIM
1409
WealthPlan Investment Management
Nebraska
$843K +$51.6K +169 +7%
PCM
1410
Polymer Capital Management
New York
$838K +$97.8K +320 +13%
FWTB
1411
First Western Trust Bank
Colorado
$837K -$306 -1 -0%
FHA
1412
Flagship Harbor Advisors
Massachusetts
$836K +$13.1K +43 +2%
TL
1413
Tradewinds LLC
North Carolina
$833K -$21.1K -69 -2%
AIC
1414
Argus Investors Counsel
New York
$833K -$275K -900 -25%
WC
1415
Waterloo Capital
Texas
$832K +$210K +687 +34%
MWM
1416
Meridian Wealth Management
Kentucky
$832K -$25.7K -84 -3%
MSR
1417
Main Street Research
Connecticut
$832K -$221K -719 -21%
KCAM
1418
Kagan Cocozza Asset Management
New Jersey
$825K -$29.3K -96 -3%
EIA
1419
Edgemoor Investment Advisors
Maryland
$825K – – –
SAM
1420
Synergy Asset Management
Washington
$821K – – –
RB
1421
Rodgers Brothers
Pennsylvania
$821K – – –
BIA
1422
BHK Investment Advisors
Alabama
$818K +$62.6K +205 +8%
SWM
1423
Spire Wealth Management
Virginia
$816K -$42.5K -139 -5%
GWMR
1424
GC Wealth Management RIA
Massachusetts
$812K +$14.1K +46 +2%
VCM
1425
Vision Capital Management
Oregon
$811K +$306K +1,000 +60%
55 56
57
58 59