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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 %
GSEP
1626
Golden State Equity Partners
California
$544K +$544K +1,779 New
CWS
1627
Confluence Wealth Services
Pennsylvania
$540K +$294K +1,000 +119%
PWP
1628
Perfromance Wealth Partners
Illinois
$539K -$8.86K -29 -2%
CNB
1629
Camden National Bank
Maine
$538K -$18.3K -60 -3%
BSHC
1630
Breed's Hill Capital
Massachusetts
$537K – – –
HWM
1631
Hemington Wealth Management
Virginia
$537K +$6.11K +20 +1%
ALAM
1632
Asahi Life Asset Management
Japan
$536K +$536K +1,755 New
SSCM
1633
Sovereign's Capital Management
Georgia
$534K +$68.7K +225 +15%
SWM
1634
Shakespeare Wealth Management
Wisconsin
$532K – – –
AFW
1635
Avantra Family Wealth
Pennsylvania
$531K – – –
HFS
1636
Howard Financial Services
Texas
$530K +$11.6K +38 +2%
LAM
1637
L2 Asset Management
Massachusetts
$529K +$48.6K +159 +10%
FWA
1638
Flagship Wealth Advisors
Massachusetts
$529K – – –
RIL
1639
Rothschild Investment LLC
Illinois
$529K +$1.22K +4 +0.2%
PCS
1640
Personal CFO Solutions
New Jersey
$528K +$23.8K +78 +5%
CAWM
1641
Capital Advisors Wealth Management
Washington
$527K +$45.8K +150 +10%
JTWM
1642
Jackson Thornton Wealth Management
Alabama
$527K +$527K +1,795 New
AMM
1643
American Money Management
California
$526K -$4.58K -15 -0.9%
BB
1644
Burford Brothers
Texas
$526K +$1.22K +4 +0.2%
FNBOMD
1645
First National Bank of Mount Dora
Florida
$525K -$357K -1,167 -40%
SAM
1646
Sawgrass Asset Management
Florida
$525K – – –
VVP
1647
Venture Visionary Partners
Ohio
$523K +$6.42K +21 +1%
BRM
1648
Boston Research & Management
Massachusetts
$523K – – –
PTC
1649
Philadelphia Trust Company
Pennsylvania
$522K – – –
EA
1650
Everpar Advisors
Oklahoma
$520K -$81.3K -266 -14%
64 65
66
67 68