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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 %
MHR
2176
Matthew Hamilton Rosenberg
$143K – – –
RTC
2177
Riverview Trust Company
Washington
$141K – – –
T
2178
TOBAM
France
$141K -$104K -357 -43%
AIM
2179
Acropolis Investment Management
Missouri
$140K +$293 +1 +0.2%
CSC
2180
Caldwell Sutter Capital
California
$139K – – –
FFO
2181
Fortitude Family Office
Arizona
$137K -$12.6K -43 -8%
CTWM
2182
Cherry Tree Wealth Management
Minnesota
$134K – – –
VIA
2183
Virtus Investment Advisers
Connecticut
$134K – – –
RFS
2184
Richardson Financial Services
Massachusetts
$134K -$48.9K -167 -27%
PCWA
2185
Pacific Capital Wealth Advisors
California
$132K – – –
PS
2186
Pinney & Scofield
Massachusetts
$132K +$132K +450 New
SOW
2187
State of Wyoming
Wyoming
$131K +$27.2K +93 +26%
ME
2188
McIlrath & Eck
Washington
$130K +$16.4K +56 +14%
WI
2189
Wintrust Investments
Illinois
$130K +$9.35K +32 +8%
GSWM
2190
Golden State Wealth Management
California
$128K +$128K +436 New
ITIM
2191
Indiana Trust & Investment Management
Indiana
$127K – – –
DPW
2192
DiNuzzo Private Wealth
Pennsylvania
$124K – – –
TFIPS
2193
Towarzystwo Funduszy Inwestycyjnych PZU SA
$124K -$4.39K -15 -3%
VWA
2194
Valued Wealth Advisors
Utah
$122K +$3.53K +12 +3%
KC
2195
Knuff & Co
California
$121K – – –
CW
2196
Curio Wealth
Maryland
$120K +$120K +410 New
BMC
2197
Bear Mountain Capital
Washington
$118K – – –
BFP
2198
Briaud Financial Planning
Texas
$117K – – –
TC
2199
Trust Company
Kansas
$117K – – –
SIC
2200
SJS Investment Consulting
Ohio
$116K -$32.8K -112 -22%
86 87
88
89 90