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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 %
HA
1951
Huntleigh Advisors
Missouri
$296K -$3.97K -13 -1%
COCM
1952
Charter Oak Capital Management
New Hampshire
$295K +$2.44K +8 +0.8%
TFP
1953
Tilia Fiduciary Partners
North Carolina
$295K -$17.1K -56 -5%
GF
1954
Gries Financial
Ohio
$295K +$295K +964 New
JWBC
1955
John W. Bristol & Co
New York
$294K – – –
C
1956
Covestor
United Kingdom
$293K -$7.03K -23 -2%
EWS
1957
Evergreen Wealth Solutions
Pennsylvania
$292K +$4.28K +14 +1%
SP
1958
Successful Portfolios
Florida
$292K – – –
GCM
1959
Gables Capital Management
Florida
$292K – – –
PFA
1960
Pure Financial Advisors
California
$292K +$83.1K +272 +40%
4WM
1961
49 Wealth Management
Texas
$292K -$28.1K -92 -9%
KFP
1962
KMG Fiduciary Partners
Ohio
$290K -$2.14K -7 -0.7%
LIG
1963
Lokken Investment Group
Delaware
$290K +$7.03K +23 +2%
CB
1964
CNB Bank
Pennsylvania
$290K – – –
TAM
1965
Trillium Asset Management
Massachusetts
$289K -$33.3K -109 -10%
FFA
1966
First Foundation Advisors
California
$288K -$102K -335 -26%
QFA
1967
Quantum Financial Advisors
California
$288K -$50.7K -166 -15%
BPW
1968
Bingham Private Wealth
California
$288K -$18.3K -60 -6%
WI
1969
Wedgewood Investors
Pennsylvania
$288K – – –
WWM
1970
Wiser Wealth Management
Georgia
$288K +$1.22K +4 +0.4%
SCP
1971
Seizert Capital Partners
Michigan
$288K – – –
HC
1972
Hamilton Capital
Ohio
$287K +$68.1K +223 +31%
QWM
1973
Quadcap Wealth Management
Texas
$287K +$3.06K +10 +1%
SAF
1974
Smith Anglin Financial
Texas
$287K +$3.67K +12 +1%
HFS
1975
Heritage Financial Services
Massachusetts
$286K +$27.2K +89 +11%
77 78
79
80 81