ADP icon

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 %
JWM
1426
Jeppson Wealth Management
California
$809K -$6.11K -20 -0.7%
CA
1427
Cornerstone Advisory
Maryland
$809K +$7.28K +24 +0.9%
SWM
1428
SeaCrest Wealth Management
New York
$808K +$38.8K +127 +5%
SFM
1429
Signet Financial Management
New Jersey
$808K -$77.3K -253 -9%
PFSC
1430
Peoples Financial Services Corp
Pennsylvania
$807K -$38.2K -125 -5%
MAMG
1431
Milestone Asset Management Group
Connecticut
$807K +$3.97K +13 +0.5%
SB
1432
Sunflower Bank
Texas
$804K -$4.89K -16 -0.6%
NAMNJ
1433
NorthStar Asset Management (New Jersey)
New Jersey
$802K – – –
RWM
1434
Revisor Wealth Management
Ohio
$800K +$459K +1,499 +135%
WPIC
1435
White Pine Investment Company
Michigan
$800K -$100K -327 -11%
MAM
1436
MWA Asset Management
Massachusetts
$798K +$39.7K +130 +5%
MWA
1437
Meridian Wealth Advisors
Texas
$797K -$1.22K -4 -0.2%
AC
1438
Avestar Capital
New York
$795K +$15K +49 +2%
SFS
1439
Strategic Financial Services
New York
$793K – – –
HIG
1440
Heritage Investment Group
Florida
$791K +$131K +428 +20%
AWC
1441
Abundance Wealth Counselors
Pennsylvania
$787K +$40.6K +133 +5%
OWP
1442
ORG Wealth Partners
Texas
$784K +$337K +1,098 +75%
Loomis, Sayles & Company
1443
Loomis, Sayles & Company
Massachusetts
$784K -$25.3K -83 -3%
CWA
1444
CJM Wealth Advisers
Virginia
$784K -$1.53K -5 -0.2%
LCM
1445
LVM Capital Management
Michigan
$782K – – –
CSPIA
1446
Cary Street Partners Investment Advisory
Virginia
$781K +$31.8K +104 +4%
DWM
1447
Dogwood Wealth Management
Kansas
$780K +$27K +88 +4%
HKIM
1448
Hayek Kallen Investment Management
Alabama
$779K – – –
DC
1449
DeDora Capital
California
$777K +$4.28K +14 +0.6%
LWAM
1450
Legacy Wealth Asset Management
Minnesota
$776K -$13.7K -45 -2%
56 57
58
59 60