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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 %
TFA
1426
TPG Financial Advisors
Oregon
$743K – – –
MA
1427
MCF Advisors
Kentucky
$742K +$35K +119 +5%
DC
1428
DeDora Capital
California
$740K -$13.2K -45 -2%
PMFA
1429
Plante Moran Financial Advisors
Michigan
$738K +$6.15K +21 +0.8%
SWM
1430
SeaCrest Wealth Management
New York
$737K +$15.2K +52 +2%
EFA
1431
Evernest Financial Advisors
Indiana
$736K +$6.73K +23 +0.9%
CCT
1432
Chemung Canal Trust
New York
$735K – – –
FCIM
1433
Fairview Capital Investment Management
California
$734K +$18.1K +62 +3%
WAM
1434
Wolverine Asset Management
Illinois
$732K -$585K -2,000 -44%
EWA
1435
EverSource Wealth Advisors
Alabama
$728K +$44.2K +151 +6%
IFWM
1436
Institute for Wealth Management
Colorado
$728K +$42.7K +146 +6%
MAM
1437
MWA Asset Management
Massachusetts
$726K +$4.98K +17 +0.7%
MWM
1438
Moran Wealth Management
Florida
$725K +$5.56K +19 +0.8%
BIA
1439
BHK Investment Advisors
Alabama
$723K +$7.32K +25 +1%
FIBT
1440
First International Bank & Trust
North Dakota
$718K -$34.5K -118 -5%
SMH
1441
Sanders Morris Harris
Texas
$718K – – –
CSPIA
1442
Cary Street Partners Investment Advisory
Virginia
$718K -$1.91M -6,536 -73%
SSWM
1443
Sheets Smith Wealth Management
North Carolina
$717K +$152K +520 +27%
DWM
1444
Dogwood Wealth Management
Kansas
$717K +$684K +2,337 +2,105%
AWC
1445
Abundance Wealth Counselors
Pennsylvania
$715K +$32.5K +111 +5%
BC
1446
Brio Consultants
California
$713K +$17.9K +61 +3%
PCM
1447
Polymer Capital Management
New York
$710K +$710K +2,424 New
LFS
1448
Littlejohn Financial Services
Oregon
$708K +$708K +2,417 New
BFG
1449
Beacon Financial Group
Texas
$707K -$585 -2 -0.1%
SC
1450
Saiph Capital
New Jersey
$705K – – –
56 57
58
59 60