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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 %
CPA
2051
Cardiff Park Advisors
California
$232K – – –
CBT
2052
Central Bank & Trust
Kentucky
$232K -$20.2K -69 -8%
HWM
2053
HighMark Wealth Management
Minnesota
$232K – – –
FWP
2054
Falcon Wealth Planning
California
$232K +$8.79K +30 +4%
MAM
2055
McLean Asset Management
Virginia
$231K +$6.15K +21 +3%
SRC
2056
Sage Rhino Capital
California
$231K -$3.22K -11 -1%
KJHP
2057
K.J. Harrison & Partners
Ontario, Canada
$231K – – –
PWS
2058
Peterson Wealth Services
Utah
$231K – – –
AAG
2059
Armstrong Advisory Group
Massachusetts
$231K – – –
BC
2060
Bayforest Capital
United Kingdom
$231K +$231K +788 New
CNBOF
2061
City National Bank of Florida
Florida
$231K +$231K +788 New
MAG
2062
MRA Advisory Group
New Jersey
$230K -$43.9K -150 -16%
SCM
2063
SOL Capital Management
Maryland
$230K – – –
CFO
2064
CVA Family Office
Colorado
$230K +$22.5K +77 +11%
HCM
2065
Hollencrest Capital Management
California
$229K – – –
WAM
2066
Weatherly Asset Management
California
$228K – – –
CAL
2067
Capital Analysts LLC
Pennsylvania
$228K +$56.1K +192 +33%
ML
2068
Mayport LLC
Massachusetts
$228K +$228K +778 New
LA
2069
Latitude Advisors
Florida
$227K -$16.7K -57 -7%
GIM
2070
Grassi Investment Management
California
$227K +$227K +776 New
SWM
2071
Sugarloaf Wealth Management
Georgia
$227K – – –
RBC
2072
Roble Belko & Company
Pennsylvania
$226K – – –
RRA
2073
Round Rock Advisors
Connecticut
$225K +$225K +770 New
TIM
2074
Tortoise Investment Management
New York
$225K +$18.4K +63 +9%
PCH
2075
PGIM Custom Harvest
New Jersey
$224K +$224K +766 New
81 82
83
84 85