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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 %
LT
1976
Legacy Trust
Michigan
$260K -$85.8K -293 -25%
GFG
1977
Goldstone Financial Group
Illinois
$259K +$22.3K +76 +9%
FHC
1978
First Heartland Consultants
Missouri
$258K -$317K -1,083 -55%
CCA
1979
Coign Capital Advisors
Utah
$258K +$258K +882 New
BWP
1980
Balboa Wealth Partners
Arizona
$258K +$12K +41 +5%
CWS
1981
Cypress Wealth Services
California
$258K -$4.39K -15 -2%
VC
1982
Veracity Capital
Georgia
$258K +$42.2K +144 +20%
SFP
1983
Shepherd Financial Partners
Massachusetts
$257K +$8.2K +28 +3%
MAWA
1984
Moss Adams Wealth Advisors
Washington
$255K +$25.6K +87 +11%
SWM
1985
Sterling Wealth Management
Illinois
$255K – – –
VPP
1986
Vertex Planning Partners
Illinois
$255K +$29.9K +102 +13%
MSA
1987
Marino Stram & Associates
Massachusetts
$255K +$1.17K +4 +0.5%
FFC
1988
First Financial Corp
Indiana
$254K +$97.8K +334 +63%
BSI
1989
Bennett Selby Investments
Maine
$254K +$5.85K +20 +2%
JCM
1990
Jacobsen Capital Management
Utah
$254K – – –
B
1991
Birchbrook
Maine
$253K – – –
LFA
1992
Longview Financial Advisors
Alabama
$253K +$1.17K +4 +0.5%
WP
1993
WealthShield Partners
North Carolina
$252K -$34.7K -118 -12%
PAMG
1994
Patton Albertson Miller Group
Tennessee
$252K – – –
GPI
1995
General Partner Inc
Pennsylvania
$251K – – –
FA
1996
Financial Avengers
California
$251K -$15.8K -54 -6%
CC
1997
Corton Capital
Ontario, Canada
$251K -$255K -871 -50%
RWM
1998
Reston Wealth Management
Virginia
$250K -$8.78K -30 -3%
MPW
1999
Monterey Private Wealth
California
$250K +$6.44K +22 +3%
BFG
2000
Baron Financial Group
New Jersey
$249K – – –
78 79
80
81 82