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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 %
CWP
1726
CFM Wealth Partners
Texas
$448K -$9.17K -30 -2%
NPFS
1727
Novak & Powell Financial Services
Florida
$447K +$917 +3 +0.2%
EAM
1728
Evanson Asset Management
California
$446K +$186K +610 +72%
IF
1729
Intrua Financial
Texas
$446K -$54.1K -177 -11%
AWE
1730
Avidian Wealth Enterprises
Texas
$446K +$15.3K +50 +4%
GLLW
1731
Graves Light Lenhart Wealth
Virginia
$444K +$17.7K +58 +4%
NCM
1732
Noesis Capital Mangement
Florida
$444K +$20.8K +68 +5%
PL
1733
Perpetual Ltd
Australia
$443K – – –
JSW
1734
Journey Strategic Wealth
New Jersey
$443K +$18.6K +61 +4%
BOPW
1735
Brandywine Oak Private Wealth
Pennsylvania
$442K -$3.06K -10 -0.7%
OWM
1736
OneAscent Wealth Management
Alabama
$441K -$66.3K -217 -13%
MWPCG
1737
Measured Wealth Private Client Group
New Hampshire
$438K – – –
APG
1738
Abacus Planning Group
South Carolina
$438K +$19.6K +64 +5%
CHP
1739
Cable Hill Partners
Oregon
$437K +$77K +256 +21%
MEAC
1740
M.E. Allison & Co
Texas
$437K – – –
BWP
1741
Burling Wealth Partners
Illinois
$435K -$34.2K -112 -7%
PIM
1742
Progressive Investment Management
Oregon
$434K – – –
LCGC
1743
Legacy Capital Group California
California
$434K +$434K +1,419 New
PSB
1744
Piscataqua Savings Bank
New Hampshire
$433K -$9.17K -30 -2%
SWMG
1745
Signature Wealth Management Group
Georgia
$433K +$26.3K +86 +6%
KAM
1746
Knightsbridge Asset Management
California
$431K +$3.36K +11 +0.8%
HWA
1747
Heartwood Wealth Advisors
Virginia
$430K -$4.58K -15 -1%
MIM
1748
Marco Investment Management
Georgia
$430K – – –
HIC
1749
Holderness Investments Company
North Carolina
$429K +$3.97K +13 +0.9%
DE
1750
Diversified Enterprises
Delaware
$428K +$61.4K +201 +17%
68 69
70
71 72