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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 %
AW
2026
Alteri Wealth
California
$263K -$21.4K -70 -8%
GPI
2027
General Partner Inc
Pennsylvania
$262K – – –
LT
2028
Legacy Trust
Michigan
$262K -$9.17K -30 -3%
LFP
2029
Leeward Financial Partners
Washington
$262K -$127K -417 -33%
SIAP
2030
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$262K +$1.83K +6 +0.7%
FFC
2031
First Financial Corp
Indiana
$261K -$3.97K -13 -1%
TWP
2032
Tower Wealth Partners
Pennsylvania
$261K +$5.5K +18 +2%
RWM
2033
Riverchase Wealth Management
Texas
$261K -$12.2K -40 -4%
BFG
2034
Baron Financial Group
New Jersey
$260K +$305 +1 +0.1%
PCFFS
2035
Pacific Center for Financial Services
California
$260K – – –
BLAM
2036
Bourne Lent Asset Management
New York
$260K – – –
BWP
2037
BlueStem Wealth Partners
Minnesota
$259K +$2.14K +7 +0.8%
CAM
2038
Creekmur Asset Management
Illinois
$258K +$257K +842 +21,050%
PFM
2039
Phillips Financial Management
Indiana
$258K +$258K +843 New
SIC
2040
Sterling Investment Counsel
New York
$257K +$257K +843 New
ZF
2041
Zhang Financial
Michigan
$257K +$43.7K +143 +20%
CCA
2042
Catalyst Capital Advisors
New York
$257K +$49.8K +163 +24%
SLWA
2043
San Luis Wealth Advisors
California
$257K -$916 -3 -0.4%
SWA
2044
Strategies Wealth Advisors
Michigan
$257K +$257K +841 New
MGWA
2045
Monument Group Wealth Advisors
Massachusetts
$256K – – –
MPW
2046
Monterey Private Wealth
California
$255K -$5.8K -19 -2%
SHJ
2047
Sharkey, Howes & Javer
Colorado
$255K – – –
PWAM
2048
Papamarkou Wellner Asset Management
New York
$254K – – –
FW
2049
FullCircle Wealth
Texas
$253K +$46.4K +158 +22%
CFG
2050
Carr Financial Group
Massachusetts
$252K +$917 +3 +0.4%
80 81
82
83 84