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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 %
PHS
1501
Pekin Hardy Strauss
Illinois
$637K -$7.32K -25 -1%
LDB
1502
Lee, Danner & Bass
Tennessee
$636K +$636K +2,174 New
MW
1503
Marcum Wealth
Ohio
$636K +$26.3K +90 +4%
SWA
1504
Stratos Wealth Advisors
Ohio
$634K -$79.6K -272 -11%
AFC
1505
AFT Forsyth & Company
Florida
$633K – – –
HIG
1506
Heritage Investment Group
Florida
$632K – – –
BIP
1507
Blueprint Investment Partners
North Carolina
$632K +$632K +2,159 New
PC
1508
Promus Capital
Illinois
$629K +$629K +2,149 New
NA
1509
Navellier & Associates
Nevada
$628K +$169K +577 +37%
CA
1510
Claro Advisors
Massachusetts
$628K +$243K +829 +63%
CAG
1511
Csenge Advisory Group
Florida
$625K -$14.6K -50 -2%
WBCM
1512
Wilson & Boucher Capital Management
California
$625K – – –
CFP
1513
Catalyst Financial Partners
Massachusetts
$623K +$2.05K +7 +0.3%
LC
1514
Lincoln Capital
Nebraska
$622K – – –
PPP
1515
Private Portfolio Partners
New Jersey
$621K – – –
AO
1516
Advisor OS
Illinois
$621K +$6.73K +23 +1%
BC
1517
Belmont Capital
California
$619K – – –
RSWM
1518
Robertson Stephens Wealth Management
California
$618K +$3.53K +12 +0.6%
TPI
1519
Trust Point Inc
Wisconsin
$613K +$6.73K +23 +1%
CIS
1520
Connors Investor Services
Pennsylvania
$613K – – –
DOA
1521
D'Orazio & Associates
Virginia
$613K +$11.7K +40 +2%
NRG
1522
Nemes Rush Group
Michigan
$612K -$148K -504 -19%
EWA
1523
Etesian Wealth Advisors
Oregon
$606K -$9.66K -33 -2%
PCA
1524
Purkiss Capital Advisors
Connecticut
$604K +$604K +2,063 New
GS
1525
GWN Securities
Florida
$604K +$604K +2,033 New
59 60
61
62 63