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Automatic Data Processing

2,214 hedge funds and large institutions have $90.2B invested in Automatic Data Processing in 2024 Q3 according to their latest regulatory filings, with 190 funds opening new positions, 776 increasing their positions, 853 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,214
Holders Change
+65
Holders Change %
+3.02%
% of All Funds
32.03%
Holding in Top 10
71
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.7%
% of All Funds
1.03%
New
190
Increased
776
Reduced
853
Closed
100
Calls
$611M
Puts
$758M
Net Calls
-$147M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
2026
Cranbrook Wealth Management
Michigan
$147K
TLA
2027
Tanglewood Legacy Advisors
Texas
$144K
FFO
2028
Fortitude Family Office
Arizona
$141K +$50.1K +181 +55%
SIC
2029
SJS Investment Consulting
Ohio
$141K -$27.7K -100 -16%
WPWM
2030
Western Pacific Wealth Management
Illinois
$138K +$83K +300 +150%
LAM
2031
Lummis Asset Management
Texas
$138K
SIS
2032
Sound Income Strategies
Florida
$137K -$21.3K -77 -13%
MHR
2033
Matthew Hamilton Rosenberg
$135K
RTC
2034
Riverview Trust Company
Washington
$133K -$16.3K -59 -11%
AIM
2035
Acropolis Investment Management
Missouri
$132K +$132K +476 New
CSC
2036
Caldwell Sutter Capital
California
$131K
BCMLT
2037
Beacon Capital Management LLC (Tennessee)
Tennessee
$128K +$23.8K +86 +23%
CTWM
2038
Cherry Tree Wealth Management
Minnesota
$127K
VIA
2039
Virtus Investment Advisers
Connecticut
$127K
PCWA
2040
Pacific Capital Wealth Advisors
California
$125K
TFIPS
2041
Towarzystwo Funduszy Inwestycyjnych PZU SA
$122K +$19.4K +70 +19%
ITIM
2042
Indiana Trust & Investment Management
Indiana
$120K
DPW
2043
DiNuzzo Private Wealth
Pennsylvania
$118K +$277 +1 +0.2%
Capstone Investment Advisors
2044
Capstone Investment Advisors
New York
$116K -$2.22M -8,037 -95%
BMC
2045
Bear Mountain Capital
Washington
$116K
KC
2046
Knuff & Co
California
$114K
WI
2047
Wintrust Investments
Illinois
$114K -$960K -3,478 -89%
WOSD
2048
WFA of San Diego
California
$113K -$6.92K -25 -6%
VWA
2049
Valued Wealth Advisors
Utah
$111K +$19.7K +71 +22%
FPF
2050
First Pacific Financial
Washington
$111K -$277 -1 -0.2%