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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 %
CCA
1501
Cobblestone Capital Advisors
New York
$684K -$1.22K -4 -0.2%
IA
1502
Inspire Advisors
Idaho
$684K +$684K +2,239 New
LI
1503
LMCG Investments
Massachusetts
$679K – – –
TSWM
1504
Tyler-Stone Wealth Management
Ohio
$678K +$611 +2 +0.1%
BWA
1505
BlueChip Wealth Advisors
Georgia
$677K – – –
TWM
1506
Tolleson Wealth Management
Texas
$677K – – –
CFP
1507
Catalyst Financial Partners
Massachusetts
$676K +$25.7K +84 +4%
SIM
1508
Stratos Investment Management
Ohio
$674K +$92.9K +304 +16%
HP
1509
Haven Private
Florida
$672K -$23.8K -78 -3%
FIM
1510
Freedom Investment Management
Connecticut
$672K -$27.8K -91 -4%
BMCM
1511
Burns Matteson Capital Management
New York
$671K -$154K -503 -19%
SA
1512
SL Advisors
New Jersey
$667K -$18.9K -62 -3%
KIM
1513
Kestra Investment Management
Texas
$667K +$319K +1,043 +91%
MW
1514
Marcum Wealth
Ohio
$665K +$1.22K +4 +0.2%
AFC
1515
AFT Forsyth & Company
Florida
$660K -$306 -1 -0%
IC
1516
Iconiq Capital
California
$658K +$105K +344 +19%
TFM
1517
TFC Financial Management
Massachusetts
$656K -$27.5K -90 -4%
TCBWMS
1518
Texas Capital Bank Wealth Management Services
Texas
$654K +$152K +499 +30%
WBCM
1519
Wilson & Boucher Capital Management
California
$653K – – –
AR
1520
Apeiron RIA
Texas
$652K -$29.6K -97 -4%
MA
1521
MONECO Advisors
Connecticut
$650K -$49.8K -163 -7%
PHS
1522
Pekin Hardy Strauss
Illinois
$650K -$15.3K -50 -2%
AA
1523
Argent Advisors
Louisiana
$649K +$64.8K +212 +11%
I
1524
InceptionR
California
$649K +$649K +2,123 New
CCT
1525
Chemung Canal Trust
New York
$648K -$119K -389 -15%
59 60
61
62 63