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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 %
PAM
2126
Peak Asset Management
Colorado
$206K +$206K +703 New
FWM
2127
Foguth Wealth Management
Michigan
$206K -$40.4K -136 -16%
WGC
2128
Watts Gwilliam & Co
Arizona
$206K – – –
LA
2129
Lynch & Associates
Indiana
$205K +$205K +702 New
DMC
2130
Drexel Morgan & Co
Pennsylvania
$205K +$205K +700 New
PC
2131
Pecaut & Co
Iowa
$205K +$205K +700 New
NAMP
2132
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$205K +$205K +700 New
MCM
2133
Marathon Capital Management
Maryland
$205K +$205K +700 New
XF
2134
XML Financial
Maryland
$205K +$205K +700 New
ZF
2135
Zhang Financial
Michigan
$205K +$205K +699 New
WA
2136
WESPAC Advisors
California
$204K -$8.49K -29 -4%
I
2137
IMPACTfolio
Colorado
$204K +$204K +697 New
SFG
2138
Shum Financial Group
California
$204K -$74.9K -255 -27%
SFO
2139
Stenger Family Office
Illinois
$204K +$204K +696 New
DSA
2140
Droms Strauss Advisors
Missouri
$204K -$102K -348 -33%
LS
2141
Leelyn Smith
Illinois
$203K +$203K +695 New
SWM
2142
Sagace Wealth Management
Florida
$203K +$203K +693 New
BFWA
2143
Benchmark Financial Wealth Advisors
Florida
$202K -$16.7K -57 -8%
1IA
2144
1620 Investment Advisors
Massachusetts
$202K -$77.5K -265 -28%
PHWM
2145
Pine Harbor Wealth Management
Maryland
$201K +$201K +688 New
BWA
2146
Bestgate Wealth Advisors
Maryland
$201K +$201K +687 New
CFG
2147
Compton Financial Group
Maryland
$201K +$201K +686 New
CIP
2148
Convergence Investment Partners
Florida
$201K +$201K +685 New
PFA
2149
Pure Financial Advisors
California
$200K +$200K +683 New
CCA
2150
Catalyst Capital Advisors
New York
$199K -$27.5K -94 -12%
84 85
86
87 88