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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 %
KIM
1826
Kestra Investment Management
Texas
$334K +$96.6K +330 +41%
SIC
1827
Sigma Investment Counselors
Michigan
$334K – – –
CAM
1828
Cidel Asset Management
Ontario, Canada
$333K – – –
NFGCM
1829
Norman Fields Gottscho Capital Management
New York
$333K – – –
SAM
1830
Summit Asset Management
Tennessee
$333K – – –
AOWM
1831
Alpha Omega Wealth Management
Virginia
$332K -$6.73K -23 -2%
1WA
1832
180 Wealth Advisors
Washington
$331K -$7.9K -27 -2%
BFA
1833
Brendel Financial Advisors
New Hampshire
$331K – – –
Marshall Wace
1834
Marshall Wace
United Kingdom
$329K -$2.54M -8,667 -89%
BWP
1835
Bernardo Wealth Planning
Pennsylvania
$329K -$40.7K -142 -11%
LSPW
1836
Lake Street Private Wealth
Illinois
$329K +$56.8K +194 +21%
SAG
1837
SageView Advisory Group
California
$328K +$21.4K +73 +7%
OFG
1838
Oxford Financial Group
Indiana
$328K -$17.6K -60 -5%
CPRC
1839
Consolidated Portfolio Review Corp
New York
$328K +$110K +374 +50%
HBW
1840
Hazlett, Burt & Watson
West Virginia
$328K – – –
FCFC
1841
First Commonwealth Financial Corp
Pennsylvania
$328K +$328K +1,119 New
MAG
1842
M3 Advisory Group
Massachusetts
$328K -$11.1K -38 -3%
RWM
1843
Revisor Wealth Management
Ohio
$327K -$140K -477 -30%
WFA
1844
Websterrogers Financial Advisors
South Carolina
$327K +$327K +1,115 New
CFG
1845
Cooper Financial Group
California
$326K +$36.9K +126 +13%
OL
1846
Optas LLC
Texas
$326K +$10.8K +37 +3%
IWP
1847
Invenio Wealth Partners
Florida
$326K -$8.49K -29 -3%
JIP
1848
Jaffetilchin Investment Partners
Florida
$326K +$1.17K +4 +0.4%
IPWA
1849
International Private Wealth Advisors
California
$325K +$8.2K +28 +3%
YIH
1850
Y-Intercept (HK)
Hong Kong
$325K -$1.61M -5,504 -83%
72 73
74
75 76