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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 %
QFA
1851
Quantum Financial Advisors
California
$325K – – –
AWM
1852
Allen Wealth Management
North Carolina
$325K +$293 +1 +0.1%
FG
1853
Foster Group
Iowa
$324K +$2.34K +8 +0.7%
CCG
1854
Chatham Capital Group
Georgia
$322K – – –
XWM
1855
Xcel Wealth Management
Florida
$322K – – –
AWM
1856
Act Wealth Management
Texas
$322K – – –
AIM
1857
AMI Investment Management
Indiana
$322K – – –
1IA
1858
1834 Investment Advisors
Wisconsin
$322K – – –
FUBT
1859
First United Bank & Trust
Maryland
$322K – – –
LRWA
1860
Long Run Wealth Advisors
New York
$322K – – –
PCA
1861
Peddock Capital Advisors
Massachusetts
$321K – – –
MAA
1862
Matrix Asset Advisors
New York
$319K +$319K +1,090 New
DI
1863
Disciplined Investors
Texas
$319K +$319K +1,099 New
FA
1864
Fountainhead AM
New Jersey
$318K +$10.5K +36 +3%
GWSG
1865
GPS Wealth Strategies Group
Colorado
$317K +$293 +1 +0.1%
OL
1866
OneFund LLC
Florida
$316K +$2.64K +9 +0.8%
CWM
1867
Centricity Wealth Management
Ohio
$316K +$316K +1,078 New
RCM
1868
Raleigh Capital Management
North Carolina
$315K +$6.74K +23 +2%
LAM
1869
Lewis Asset Management
California
$314K +$293 +1 +0.1%
OFO
1870
OneAscent Family Office
Alabama
$314K +$314K +1,072 New
AIM
1871
Avity Investment Management
Connecticut
$314K – – –
DIA
1872
Dana Investment Advisors
Wisconsin
$314K – – –
VNA
1873
Valley National Advisers
Pennsylvania
$313K -$145K -495 -32%
SCM
1874
Stonehearth Capital Management
Massachusetts
$312K – – –
EWM
1875
Endowment Wealth Management
Wisconsin
$312K -$7.32K -25 -2%
73 74
75
76 77