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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 %
CAM
1626
Close Asset Management
United Kingdom
$495K – – –
CIAS
1627
Capital Investment Advisory Services
North Carolina
$494K +$2.64K +9 +0.5%
AIA
1628
AIMZ Investment Advisors
California
$493K – – –
OCG
1629
Opus Capital Group
Ohio
$493K -$79.6K -272 -14%
FMLI
1630
Fukoku Mutual Life Insurance
Japan
$493K – – –
AT
1631
Avalon Trust
New Mexico
$493K – – –
MWM
1632
Mascoma Wealth Management
New Hampshire
$492K – – –
CTA
1633
Colonial Trust Advisors
South Carolina
$492K -$59.7K -204 -11%
BAM
1634
Bayshore Asset Management
Florida
$491K – – –
DWM
1635
David Wealth Management
Virginia
$489K +$489K +1,669 New
HI
1636
Harbour Investments
Wisconsin
$486K -$23.4K -80 -5%
OWM
1637
OneAscent Wealth Management
Alabama
$486K +$486K +1,661 New
SPW
1638
Sonoma Private Wealth
California
$485K -$9.08K -31 -2%
GGI
1639
Godsey & Gibb Inc
Virginia
$484K -$13.2K -45 -3%
VCM
1640
Vision Capital Management
Oregon
$484K – – –
CST
1641
Charles Schwab Trust
Nevada
$484K +$2.64K +9 +0.5%
1WM
1642
1900 Wealth Management
Texas
$483K +$14.9K +51 +3%
PCS
1643
Personal CFO Solutions
New Jersey
$483K +$95.4K +326 +25%
SCA
1644
Sulzberger Capital Advisors
Florida
$482K +$482K +1,647 New
TCBWMS
1645
Texas Capital Bank Wealth Management Services
Texas
$481K -$7.03K -24 -1%
IF
1646
Intrua Financial
Texas
$480K -$425K -1,453 -47%
ACM
1647
Ardent Capital Management
Ohio
$477K – – –
GS
1648
GTS Securities
New York
$477K +$129K +440 +37%
NRW
1649
Nova R Wealth
Kansas
$475K +$586 +2 +0.1%
RIG
1650
RiverFront Investment Group
Virginia
$475K +$5.27K +18 +1%
64 65
66
67 68