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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 %
EAM
2001
Evanson Asset Management
California
$249K -$69.7K -238 -22%
ATS
2002
Ashton Thomas Securities
New York
$249K +$14.4K +49 +6%
SIAP
2003
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$249K -$24.3K -83 -9%
PCFFS
2004
Pacific Center for Financial Services
California
$249K – – –
BLAM
2005
Bourne Lent Asset Management
New York
$249K – – –
CWS
2006
Confluence Wealth Services
Pennsylvania
$248K +$592 +2 +0.2%
HFS
2007
Heritage Financial Services
Massachusetts
$248K +$29.3K +100 +13%
UF
2008
Univest Financial
Pennsylvania
$247K -$31K -106 -11%
AWA
2009
Amplius Wealth Advisors
Pennsylvania
$247K +$2.34K +8 +1%
SLWA
2010
San Luis Wealth Advisors
California
$247K +$585 +2 +0.2%
BWP
2011
BlueStem Wealth Partners
Minnesota
$246K +$246K +840 New
MGWA
2012
Monument Group Wealth Advisors
Massachusetts
$246K -$2.93K -10 -1%
TWP
2013
Tower Wealth Partners
Pennsylvania
$245K -$63.8K -218 -21%
SHJ
2014
Sharkey, Howes & Javer
Colorado
$244K – – –
PWAM
2015
Papamarkou Wellner Asset Management
New York
$243K +$243K +830 New
BAM
2016
Byrne Asset Management
New Jersey
$242K -$38.1K -130 -14%
TA
2017
TruWealth Advisors
Louisiana
$241K +$6.44K +22 +3%
CFG
2018
Carr Financial Group
Massachusetts
$241K +$878 +3 +0.4%
MFG
2019
MidWestOne Financial Group
Iowa
$241K +$1.17K +4 +0.5%
SIS
2020
Sound Income Strategies
Florida
$240K +$95.7K +327 +66%
SFC
2021
SYM Financial Corp
Indiana
$240K +$22K +75 +10%
CWM
2022
Chronos Wealth Management
Florida
$240K -$73.2K -250 -23%
MME
2023
Meag Munich Ergo
Germany
$240K – – –
BB
2024
Bell Bank
North Dakota
$239K -$878 -3 -0.4%
IWN
2025
Independent Wealth Network
Iowa
$238K +$5.27K +18 +2%
79 80
81
82 83