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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 %
BIM
1526
Baldwin Investment Management
Pennsylvania
$599K -$293K -1,000 -33%
PWM
1527
Partnership Wealth Management
Maryland
$598K – – –
MCWA
1528
Meadow Creek Wealth Advisors
Georgia
$598K -$15.5K -53 -3%
FA
1529
Financial Advisors
Massachusetts
$597K -$36.6K -125 -6%
FH
1530
Financial Harvest
Florida
$597K +$597K +2,040 New
WC
1531
Waterloo Capital
Texas
$596K -$150K -512 -20%
ML
1532
McAdam LLC
Pennsylvania
$596K +$70.8K +242 +13%
BFPW
1533
BOK Financial Private Wealth
Colorado
$591K +$2.35K +8 +0.4%
OCPWS
1534
One Charles Private Wealth Services
Massachusetts
$588K +$2.64K +9 +0.4%
PWM
1535
Paulson Wealth Management
Illinois
$587K – – –
PCTC
1536
Perkins Coie Trust Company
Washington
$586K – – –
IPAM
1537
Investment Partners Asset Management
New Jersey
$586K -$11.7K -40 -2%
HI
1538
Hoey Investments
Pennsylvania
$585K – – –
ACM
1539
Aster Capital Management
United Arab Emirates
$583K -$319K -1,091 -35%
NSIM
1540
North Star Investment Management
Illinois
$582K – – –
LCM
1541
LCM Capital Management
Illinois
$581K – – –
TW
1542
Transform Wealth
Colorado
$581K +$581K +1,981 New
UBV
1543
United Bank (Virginia)
Virginia
$580K – – –
VP
1544
Verum Partners
North Carolina
$579K +$9.07K +31 +2%
EA
1545
Everpar Advisors
Oklahoma
$576K +$19K +65 +3%
OFS
1546
OneAscent Financial Services
Alabama
$576K +$576K +1,965 New
GSB
1547
Greenfield Savings Bank
Massachusetts
$571K -$36.6K -125 -6%
GAB
1548
German American Bancorp
Indiana
$568K +$7.32K +25 +1%
WH
1549
Willner & Heller
California
$563K -$20.8K -71 -4%
AFG
1550
Allegheny Financial Group
Pennsylvania
$563K -$52.4K -179 -9%
60 61
62
63 64