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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 %
GWAM
1826
Guardian Wealth Advisors (Minnesota)
Minnesota
$369K -$68.4K -224 -16%
SFG
1827
Sunburst Financial Group
Alabama
$369K -$1.22K -4 -0.3%
OL
1828
Optas LLC
Texas
$369K +$28.4K +93 +8%
GWA
1829
GGM Wealth Advisors
Maryland
$368K – – –
GA
1830
Goldstein Advisors
Wisconsin
$368K -$7.03K -23 -2%
CWM
1831
Centurion Wealth Management
Virginia
$368K – – –
WP
1832
WealthShield Partners
North Carolina
$368K +$105K +341 +40%
SFS
1833
Security Financial Services
Indiana
$368K +$12.5K +41 +4%
FNBSF
1834
First National Bank Sioux Falls
South Dakota
$367K – – –
TC
1835
Tacita Capital
Ontario, Canada
$367K – – –
LKIM
1836
Lawson Kroeker Investment Management
Nebraska
$366K – – –
HS
1837
Horan Securities
United States
$366K -$74.2K -243 -17%
PA
1838
Parkside Advisors
California
$366K – – –
SRC
1839
Shufro Rose & Co
New York
$364K -$1.42M -4,653 -80%
AIM
1840
Advyzon Investment Management
Illinois
$364K +$116K +378 +47%
MCM
1841
Monument Capital Management
Virginia
$363K -$1.53K -5 -0.4%
FNA
1842
First National Advisers
Nebraska
$361K – – –
CB
1843
Centennial Bank
Arkansas
$360K – – –
KA
1844
Kovack Advisors
Florida
$360K -$93.2K -305 -21%
CVM
1845
Cheviot Value Management
California
$358K +$358K +1,178 New
PIA
1846
Perennial Investment Advisors
California
$356K -$56.2K -184 -14%
CFGSD
1847
Compass Financial Group (South Dakota)
South Dakota
$355K – – –
AWM
1848
Austin Wealth Management
Texas
$354K -$884 -3 -0.2%
FFG
1849
Fiduciary Financial Group
California
$354K +$58.7K +201 +20%
EWM
1850
EPG Wealth Management
Georgia
$353K +$2.44K +8 +0.7%
72 73
74
75 76