ADP icon

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 %
RFG
1751
Range Financial Group
Oregon
$390K +$127K +434 +48%
SWMG
1752
Signature Wealth Management Group
Georgia
$390K -$14.9K -51 -4%
PWMG
1753
Private Wealth Management Group
New Jersey
$387K – – –
FNBOO
1754
First National Bank of Omaha
Nebraska
$386K -$3.51K -12 -0.9%
PWA
1755
Providence Wealth Advisors
Illinois
$385K – – –
BOSSRA
1756
B.O.S.S. Retirement Advisors
Utah
$384K +$384K +1,313 New
CFG
1757
Certior Financial Group
Pennsylvania
$384K +$384K +1,310 New
MCM
1758
M1 Capital Management
Michigan
$383K +$383K +1,308 New
VCP
1759
Verus Capital Partners
Arizona
$382K +$32.5K +111 +9%
BMWM
1760
Brown Miller Wealth Management
Virginia
$381K – – –
KTC
1761
Kentucky Trust Company
Kentucky
$381K +$381K +1,300 New
SWMG
1762
Sanchez Wealth Management Group
Florida
$380K +$2.05K +7 +0.5%
WSWA
1763
Warren Street Wealth Advisors
California
$380K +$16.1K +55 +4%
FGA
1764
Fortis Group Advisors
New Jersey
$379K -$7.32K -25 -2%
RSWA
1765
Robinson Smith Wealth Advisors
Maine
$379K – – –
FSA
1766
Financial Security Advisor
Virginia
$378K +$1.18K +4 +0.3%
DA
1767
Drake & Associates
Wisconsin
$375K +$375K +1,225 New
GWANC
1768
Guardian Wealth Advisors (North Carolina)
North Carolina
$375K +$47.7K +163 +15%
FFA
1769
First Foundation Advisors
California
$374K -$51.2K -175 -12%
AA
1770
Alesco Advisors
New York
$374K -$5.56K -19 -1%
LFP
1771
Leeward Financial Partners
Washington
$373K -$5.86K -20 -2%
LWM
1772
LongView Wealth Management
Georgia
$371K +$1.46K +5 +0.4%
AA
1773
Armis Advisers
Georgia
$370K +$370K +1,264 New
GWA
1774
GGM Wealth Advisors
Maryland
$369K -$264K -897 -42%
ORC
1775
O'Rourke & Company
Massachusetts
$369K – – –
69 70
71
72 73