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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 %
AIS
2001
American Investment Services
Massachusetts
$273K – – –
LA
2002
Latitude Advisors
Florida
$273K +$36K +118 +15%
IPWA
2003
International Private Wealth Advisors
California
$273K -$66K -216 -19%
EWM
2004
Elevatus Welath Management
New York
$273K +$305 +1 +0.1%
IA
2005
IFS Advisors
Kansas
$272K – – –
KCM
2006
Kornitzer Capital Management
Kansas
$272K – – –
RCM
2007
Raleigh Capital Management
North Carolina
$271K -$57.4K -188 -17%
FHC
2008
First Heartland Consultants
Missouri
$270K – – –
ATS
2009
Ashton Thomas Securities
New York
$270K +$10.7K +35 +4%
CCA
2010
Coign Capital Advisors
Utah
$269K – – –
MWM
2011
Momentous Wealth Management
Washington
$269K +$269K +882 New
BSI
2012
Bennett Selby Investments
Maine
$269K +$4.28K +14 +2%
CA
2013
CoreCap Advisors
Michigan
$269K -$2.09M -6,843 -89%
CFS
2014
CRA Financial Services
New Jersey
$269K +$269K +880 New
SFP
2015
Shepherd Financial Partners
Massachusetts
$269K +$611 +2 +0.2%
AWA
2016
Amplius Wealth Advisors
Pennsylvania
$267K +$9.47K +31 +4%
MSA
2017
Marino Stram & Associates
Massachusetts
$267K +$1.22K +4 +0.5%
FFS
2018
Founders Financial Securities
Maryland
$267K +$267K +910 New
JCM
2019
Jacobsen Capital Management
Utah
$267K +$2.14K +7 +0.8%
UF
2020
Univest Financial
Pennsylvania
$264K +$6.11K +20 +2%
B
2021
Birchbrook
Maine
$264K – – –
LFA
2022
Longview Financial Advisors
Alabama
$264K – – –
BWP
2023
Balboa Wealth Partners
Arizona
$264K -$5.5K -18 -2%
FA
2024
Financial Avengers
California
$264K +$1.22K +4 +0.5%
PAMG
2025
Patton Albertson Miller Group
Tennessee
$263K – – –
79 80
81
82 83