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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 %
PWMG
1776
Private Wealth Management Group
New Jersey
$405K +$306 +1 +0.1%
TNB
1777
Thomasville National Bank
Georgia
$404K +$27.5K +90 +7%
IWP
1778
Invenio Wealth Partners
Florida
$404K +$63.6K +208 +19%
DMBA
1779
Deseret Mutual Benefit Administrators
Utah
$403K +$30.2K +99 +8%
FWA
1780
FSM Wealth Advisors
Ohio
$403K +$51.6K +169 +15%
AFG
1781
ABLE Financial Group
Arizona
$399K -$18.3K -60 -4%
CFS
1782
Commonwealth Financial Services
West Virginia
$399K -$25.4K -83 -6%
MCM
1783
M1 Capital Management
Michigan
$399K -$611 -2 -0.2%
SWMG
1784
Sanchez Wealth Management Group
Florida
$399K +$2.14K +7 +0.5%
TCM
1785
Telos Capital Management
California
$398K -$14.7K -48 -4%
BMWM
1786
Brown Miller Wealth Management
Virginia
$398K – – –
T. Rowe Price Investment Management
1787
T. Rowe Price Investment Management
Maryland
$398K +$398K +1,300 New
KTC
1788
Kentucky Trust Company
Kentucky
$397K – – –
LSPW
1789
Lake Street Private Wealth
Illinois
$397K +$54.1K +177 +16%
GWANC
1790
Guardian Wealth Advisors (North Carolina)
North Carolina
$396K +$4.58K +15 +1%
FSA
1791
Financial Security Advisor
Virginia
$395K +$921 +3 +0.2%
RSWA
1792
Robinson Smith Wealth Advisors
Maine
$395K – – –
PWP
1793
Phillips Wealth Planners
Mississippi
$395K +$38K +127 +11%
WMA
1794
West Michigan Advisors
Michigan
$395K +$81.7K +266 +26%
FGA
1795
Fortis Group Advisors
New Jersey
$393K -$2.75K -9 -0.7%
SIM
1796
Sentry Investment Management
Wisconsin
$390K +$390K +1,387 New
CWM
1797
Cahaba Wealth Management
Georgia
$390K +$9.17K +30 +2%
3IP
1798
3Chopt Investment Partners
Virginia
$389K +$389K +1,267 New
LWM
1799
LongView Wealth Management
Georgia
$389K +$1.22K +4 +0.3%
GFG
1800
Goldstone Financial Group
Illinois
$389K +$118K +386 +44%
70 71
72
73 74