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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 %
CH
1876
Cromwell Holdings
Wyoming
$310K – – –
AMCA
1877
Arthur M. Cohen & Associates
Illinois
$310K – – –
IFO
1878
Independent Family Office
New York
$310K – – –
WWM
1879
Waterway Wealth Management
Texas
$309K +$16.1K +55 +5%
CA
1880
Carson Advisory
Georgia
$309K -$5.56K -19 -2%
APC
1881
Aspire Private Capital
North Carolina
$309K -$3.81K -13 -1%
TAM
1882
Trillium Asset Management
Massachusetts
$309K +$4.1K +14 +1%
CWM
1883
Chesapeake Wealth Management
Virginia
$308K – – –
DSAM
1884
Dock Street Asset Management
Florida
$307K – – –
RCP
1885
Rothschild Capital Partners
New York
$307K +$307K +1,050 New
SP
1886
Stablepoint Partners
Massachusetts
$307K +$8.78K +30 +3%
IAP
1887
Indie Asset Partners
Indiana
$307K – – –
4WM
1888
49 Wealth Management
Texas
$306K -$33.7K -115 -10%
BBW
1889
Blue Barn Wealth
Utah
$306K -$3.51K -12 -1%
FFB
1890
First Financial Bankshares
Texas
$306K -$3.22K -11 -1%
CA
1891
Claris Advisors
Missouri
$305K +$303K +1,034 +11,489%
CIAM
1892
Caitong International Asset Management
Hong Kong
$305K +$305K +1,043 New
AC
1893
Asio Capital
Kentucky
$305K -$7.36K -25 -2%
APW
1894
Austin Private Wealth
Texas
$305K +$34.8K +119 +13%
PF
1895
Phoenix Financial
Israel
$304K -$25.8K -88 -8%
LFA
1896
Laraway Financial Advisors
Minnesota
$303K – – –
SCM
1897
Schnieders Capital Management
California
$303K – – –
DFP
1898
Defined Financial Planning
California
$301K +$301K +1,027 New
GPA
1899
Garrison Point Advisors
California
$300K – – –
WMA
1900
West Michigan Advisors
Michigan
$300K +$300K +1,019 New
74 75
76
77 78