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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 %
BOPW
1701
Brandywine Oak Private Wealth
Pennsylvania
$427K -$6.44K -22 -1%
SMA
1702
Sage Mountain Advisors
Georgia
$427K -$112K -384 -21%
GIP
1703
Greatmark Investment Partners
Georgia
$425K -$1.46K -5 -0.3%
PL
1704
Perpetual Ltd
Australia
$425K – – –
AP
1705
Advisors Preferred
Maryland
$425K -$159K -549 -27%
BWM
1706
Blossom Wealth Management
California
$424K +$12.6K +43 +3%
PSB
1707
Piscataqua Savings Bank
New Hampshire
$424K -$1.46K -5 -0.3%
ABTD
1708
Arvest Bank Trust Division
Oklahoma
$422K +$422K +1,441 New
HS
1709
Horan Securities
United States
$421K -$5.27K -18 -1%
AWM
1710
Aprio Wealth Management
Georgia
$420K +$168K +575 +67%
OMC
1711
Overbrook Management Corp
New York
$420K -$1.21M -4,120 -74%
GWAM
1712
Guardian Wealth Advisors (Minnesota)
Minnesota
$419K -$21.7K -74 -5%
MWPCG
1713
Measured Wealth Private Client Group
New Hampshire
$419K – – –
MEAC
1714
M.E. Allison & Co
Texas
$418K +$418K +1,429 New
CWC
1715
Carolinas Wealth Consulting
North Carolina
$418K +$55.6K +189 +15%
HWA
1716
Heartwood Wealth Advisors
Virginia
$417K +$4.39K +15 +1%
PIM
1717
Progressive Investment Management
Oregon
$415K – – –
AWE
1718
Avidian Wealth Enterprises
Texas
$413K +$36.6K +125 +10%
MIM
1719
Marco Investment Management
Georgia
$412K -$13.5K -46 -3%
WIM
1720
Waverton Investment Management
United Kingdom
$410K – – –
BIM
1721
Barton Investment Management
Pennsylvania
$410K – – –
KAM
1722
Knightsbridge Asset Management
California
$409K +$293 +1 +0.1%
CF
1723
Clarity Financial
Texas
$409K – – –
GLLW
1724
Graves Light Lenhart Wealth
Virginia
$409K – – –
CFS
1725
Commonwealth Financial Services
West Virginia
$407K +$79.7K +272 +24%
67 68
69
70 71