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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 %
IFO
1901
Independent Family Office
New York
$323K – – –
BBW
1902
Blue Barn Wealth
Utah
$323K +$3.36K +11 +1%
FCM
1903
Fourpath Capital Management
Oklahoma
$322K +$22.6K +74 +8%
CAL
1904
Capital Analysts LLC
Pennsylvania
$322K +$83.4K +273 +35%
DSAM
1905
Dock Street Asset Management
Florida
$321K – – –
SP
1906
Stablepoint Partners
Massachusetts
$321K – – –
RS
1907
R Squared
Hong Kong
$321K +$156K +510 +94%
TF
1908
Trek Financial
Arizona
$320K +$320K +1,049 New
CA
1909
Carson Advisory
Georgia
$320K -$3.36K -11 -1%
NG
1910
Novem Group
New York
$320K +$21.1K +69 +7%
FFB
1911
First Financial Bankshares
Texas
$319K – – –
GS
1912
GWN Securities
Florida
$319K -$303K -991 -49%
FUBT
1913
First United Bank & Trust
Maryland
$319K -$17.4K -57 -5%
APC
1914
Aspire Private Capital
North Carolina
$317K -$5.19K -17 -2%
DFP
1915
Defined Financial Planning
California
$316K +$1.53K +5 +0.5%
OFG
1916
Oxford Financial Group
Indiana
$316K -$26.6K -87 -8%
OP
1917
ORG Partners
Indiana
$316K +$69.1K +225 +28%
SCM
1918
Schnieders Capital Management
California
$316K – – –
AC
1919
Asio Capital
Kentucky
$315K -$3.07K -10 -1%
CF
1920
Clarity Financial
Texas
$312K -$115K -376 -27%
BFPW
1921
BOK Financial Private Wealth
Colorado
$309K -$311K -1,008 -50%
AWM
1922
Allen Wealth Management
North Carolina
$308K -$30.6K -100 -9%
RIM
1923
Reliant Investment Management
Tennessee
$308K – – –
LRWA
1924
Long Run Wealth Advisors
New York
$307K -$28.7K -94 -9%
RA
1925
Riversedge Advisors
Delaware
$307K +$26.9K +88 +10%
75 76
77
78 79