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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 %
FPW
2151
Fairvoy Private Wealth
Alabama
$213K +$213K +696 New
LS
2152
Leelyn Smith
Illinois
$212K – – –
SFG
2153
Shum Financial Group
California
$212K – – –
PHWM
2154
Pine Harbor Wealth Management
Maryland
$211K +$918 +3 +0.4%
DWM
2155
DecisionMap Wealth Management
Virginia
$211K -$4.58K -15 -2%
PFG
2156
Prosperity Financial Group
California
$211K -$4.58K -15 -2%
ACG
2157
Allen Capital Group
Nebraska
$211K +$211K +691 New
CFG
2158
Compton Financial Group
Maryland
$211K +$1.22K +4 +0.6%
1IA
2159
1620 Investment Advisors
Massachusetts
$211K – – –
PCH
2160
PGIM Custom Harvest
New Jersey
$210K -$23.8K -78 -10%
AFP
2161
Ausdal Financial Partners
Iowa
$210K +$210K +688 New
BWA
2162
Bestgate Wealth Advisors
Maryland
$210K – – –
RBC
2163
Roble Belko & Company
Pennsylvania
$210K -$25.3K -83 -11%
MSWM
2164
McGlone Suttner Wealth Management
Wisconsin
$209K -$8.25K -27 -4%
RW
2165
REDW Wealth
New Mexico
$208K +$208K +682 New
AI
2166
Auour Investments
Massachusetts
$208K – – –
EFG
2167
Embree Financial Group
Illinois
$208K +$208K +679 New
JFG
2168
JMG Financial Group
Illinois
$206K +$206K +675 New
TCB
2169
Texas Capital Bancshares
Texas
$206K +$206K +675 New
BFG
2170
Bouchey Financial Group
New York
$205K +$205K +671 New
CC
2171
Callan Capital
California
$204K +$204K +669 New
WAG
2172
Winthrop Advisory Group
Massachusetts
$204K +$204K +664 New
KCM
2173
KRS Capital Management
Michigan
$203K +$203K +666 New
RW
2174
RVW Wealth
California
$203K +$203K +666 New
CWA
2175
Consilium Wealth Advisory
Texas
$203K +$203K +666 New
85 86
87
88 89