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Automatic Data Processing

2,456 hedge funds and large institutions have $101B invested in Automatic Data Processing in 2025 Q1 according to their latest regulatory filings, with 181 funds opening new positions, 847 increasing their positions, 978 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 106

12% more funds holding in top 10

Funds holding in top 10: 8494 (+10)

2% more funds holding

Funds holding: 2,4142,456 (+42)

2% more capital invested

Capital invested by funds: $98.9B → $101B (+$2.04B)

0.07% more ownership

Funds ownership: 81.15%81.22% (+0.07%)

13% less repeat investments, than reductions

Existing positions increased: 847 | Existing positions reduced: 978

16% less call options, than puts

Call options by funds: $541M | Put options by funds: $641M

Holders
2,456
Holders Change
+42
Holders Change %
+1.74%
% of All Funds
32.93%
Holding in Top 10
94
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+11.9%
% of All Funds
1.26%
New
181
Increased
847
Reduced
978
Closed
106
Calls
$541M
Puts
$641M
Net Calls
-$100M
Net Calls Change
-$232M
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
2001
Sivia Capital Partners
California
$283K +$9.95K +33 +4%
SPL
2002
Smart Portfolios LLC
Washington
$281K -$4.53K -15 -2%
SWM
2003
Stockman Wealth Management
Montana
$281K
ACS
2004
Archford Capital Strategies
Illinois
$280K +$7.24K +24 +3%
TVAMP
2005
Tennessee Valley Asset Management Partners
Tennessee
$279K +$1.51K +5 +0.6%
BHPW
2006
Beverly Hills Private Wealth
California
$279K -$16.9K -56 -6%
CWS
2007
Cypress Wealth Services
California
$278K +$9.05K +30 +3%
VNA
2008
Valley National Advisers
Pennsylvania
$278K -$48.3K -160 -15%
LC
2009
Landaas & Company
Wisconsin
$278K
TWM
2010
Tradition Wealth Management
Minnesota
$278K +$274K +910 New
MWP
2011
Meridian Wealth Partners
Pennsylvania
$277K -$20.8K -69 -7%
MCA
2012
MSH Capital Advisors
Arizona
$277K -$8.45K -28 -3%
MWA
2013
Midland Wealth Advisors
Illinois
$277K -$87.8K -291 -24%
WAG
2014
Windsor Advisory Group
Ohio
$276K
EI
2015
eCIO Inc
Wisconsin
$276K +$273K +904 New
CPBTD
2016
Central Pacific Bank - Trust Division
Hawaii
$276K -$19.6K -65 -7%
RWM
2017
Reston Wealth Management
Virginia
$276K +$14.8K +49 +6%
JA
2018
JVL Associates
Michigan
$276K
CWC
2019
Carolinas Wealth Consulting
North Carolina
$275K -$157K -520 -37%
GIM
2020
Guardian Investment Management
California
$275K -$392K -1,300 -59%
TF
2021
Talbot Financial
Washington
$275K
BMC
2022
Beaton Management Company
Massachusetts
$274K
AIS
2023
American Investment Services
Massachusetts
$273K
LA
2024
Latitude Advisors
Florida
$273K +$35.6K +118 +15%
IPWA
2025
International Private Wealth Advisors
California
$273K -$65.2K -216 -19%

ADP Hedge Fund Activity: Q1 2025 in Review

2,456 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q1 2025, worth a combined $101B — up 2.1% from $98.9B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new ADP positions and 106 closed out — a net gain of 75 holders — while 847 added to existing stakes and 978 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $293M. The largest seller was Winslow Capital Management, exiting entirely with an estimated $397M sold.

  • 2,456 institutional investors held Automatic Data Processing (ADP) as of Q1 2025, up from 2,414 in Q4 2024.
  • Funds reported $101B of Automatic Data Processing stock for Q1 2025, up 2.1% quarter-over-quarter.
  • 181 funds opened new Automatic Data Processing positions in Q1 2025 and 106 closed out, a net change of +75 holders.
  • The largest Automatic Data Processing buyer in Q1 2025 was First Trust Advisors, an estimated $293M added.
  • The largest Automatic Data Processing seller in Q1 2025 was Winslow Capital Management, an estimated $397M sold.

Based on aggregated 13F filings for Q1 2025.