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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 %
CWM
1776
Centurion Wealth Management
Virginia
$368K +$878 +3 +0.2%
MCA
1777
Maryland Capital Advisors
Maryland
$366K – – –
FCT
1778
Family Capital Trust
Massachusetts
$366K – – –
TWM
1779
Thrive Wealth Management
Pennsylvania
$366K +$24K +82 +7%
CWM
1780
Cahaba Wealth Management
Georgia
$365K +$1.17K +4 +0.3%
CG
1781
Cynosure Group
Utah
$364K -$109K -373 -23%
FC
1782
Forte Capital
New York
$364K -$29.3K -100 -7%
CFGW
1783
Chancellor Financial Group WB
Pennsylvania
$362K +$362K +1,238 New
TGAM
1784
TBH Global Asset Management
Tennessee
$362K +$293 +1 +0.1%
FPCP
1785
Fort Point Capital Partners
California
$362K +$83.7K +286 +30%
TNB
1786
Thomasville National Bank
Georgia
$361K – – –
TBT
1787
Texas Bank & Trust
Texas
$361K +$361K +1,233 New
GA
1788
Goldstein Advisors
Wisconsin
$359K – – –
IFS
1789
Ifrah Financial Services
Arkansas
$359K -$2.93K -10 -0.8%
BTWM
1790
Baker Tilly Wealth Management
Wisconsin
$359K -$585 -2 -0.2%
DMBA
1791
Deseret Mutual Benefit Administrators
Utah
$357K -$24K -82 -6%
IA
1792
IMZ Advisory
Florida
$357K – – –
AWM
1793
Austin Wealth Management
Texas
$357K +$16.9K +57 +5%
FI
1794
FWG Investments
Kentucky
$356K -$62.3K -213 -15%
PWM
1795
Partners Wealth Management
California
$356K +$356K +1,217 New
CWA
1796
Crux Wealth Advisors
California
$356K +$356K +1,216 New
LWA
1797
Lowe Wealth Advisors
Maryland
$356K – – –
SFG
1798
Sunburst Financial Group
Alabama
$355K – – –
AT
1799
American Trust
Kentucky
$354K -$20.5K -70 -5%
KWM
1800
Kolinsky Wealth Management
New Jersey
$353K +$46.3K +158 +15%
70 71
72
73 74