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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 %
NAS
1601
Nicolet Advisory Services
Wisconsin
$511K +$62.8K +219 +14%
SWM
1602
Shakespeare Wealth Management
Wisconsin
$510K – – –
AFW
1603
Avantra Family Wealth
Pennsylvania
$509K +$509K +1,738 New
TCOO
1604
Trust Company of Oklahoma
Oklahoma
$508K -$22K -75 -4%
AMM
1605
American Money Management
California
$508K +$508K +1,736 New
HWM
1606
Hemington Wealth Management
Virginia
$508K +$11.7K +40 +2%
CVA
1607
Central Valley Advisors
California
$508K +$878 +3 +0.2%
WFAG
1608
Wescott Financial Advisory Group
Pennsylvania
$508K +$26.1K +89 +5%
FWA
1609
Flagship Wealth Advisors
Massachusetts
$507K +$507K +1,733 New
DWM
1610
Drive Wealth Management
Utah
$507K +$8.54K +29 +2%
AI
1611
AdvisorShares Investments
Maryland
$506K – – –
ONST
1612
Old North State Trust
North Carolina
$506K -$83.9K -287 -14%
RIL
1613
Rothschild Investment LLC
Illinois
$506K +$8.2K +28 +2%
SAM
1614
Sawgrass Asset Management
Florida
$503K – – –
BB
1615
Burford Brothers
Texas
$503K -$293 -1 -0.1%
BRM
1616
Boston Research & Management
Massachusetts
$502K – – –
EP
1617
Edgestream Partners
New Jersey
$502K -$9.07M -30,978 -95%
CCG
1618
Catalina Capital Group
California
$501K +$29.3K +100 +6%
PTC
1619
Philadelphia Trust Company
Pennsylvania
$501K – – –
JWA
1620
JFS Wealth Advisors
Pennsylvania
$500K +$293 +1 +0.1%
SCP
1621
Sandhill Capital Partners
New York
$497K – – –
HFS
1622
Howard Financial Services
Texas
$497K +$497K +1,697 New
VWM
1623
Valley Wealth Managers
New Jersey
$496K +$38.6K +132 +8%
NFC
1624
Northstar Financial Companies
Pennsylvania
$496K +$496K +1,695 New
VVP
1625
Venture Visionary Partners
Ohio
$495K -$24.9K -85 -5%
63 64
65
66 67