ADP icon

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 %
WTFG
2226
Wood Tarver Financial Group
Idaho
$87K +$87K +298 New
AWM
2227
Atticus Wealth Management
Florida
$85.8K – – –
KBFS
2228
Kohmann Bosshard Financial Services
Ohio
$85.2K +$85.2K +291 New
JFA
2229
JNBA Financial Advisors
Minnesota
$84.6K -$14.6K -50 -15%
OSNBOA
2230
Old Second National Bank of Aurora
Illinois
$82.6K – – –
MTIC
2231
Missouri Trust & Investment Company
Missouri
$82K +$2.93K +10 +4%
OW
2232
Olistico Wealth
Oklahoma
$79.4K – – –
DWM
2233
Darwin Wealth Management
Florida
$79.3K -$10.3K -35 -11%
PK
2234
Pflug Koory
Nebraska
$78.2K – – –
W
2235
WealthCollab
Washington
$76.7K – – –
OPTFSNA
2236
Old Point Trust & Financial Services N A
Virginia
$76.7K – – –
SL
2237
Salomon & Ludwin
Virginia
$75.8K -$1.46K -5 -2%
CIA
2238
Cape Investment Advisory
Georgia
$74K +$5.55K +19 +8%
OIA
2239
Optimum Investment Advisors
Illinois
$73.2K – – –
OC
2240
Oarsman Capital
Wisconsin
$73.2K – – –
OCM
2241
Orion Capital Management
California
$73.2K +$73.2K +250 New
AF
2242
Atala Financial
California
$72.2K +$72.2K +177 New
RTL
2243
Red Tortoise LLC
Georgia
$70.9K – – –
HCP
2244
Hexagon Capital Partners
Arkansas
$70K +$36K +123 +106%
FCT
2245
First Community Trust
Iowa
$69.7K – – –
HIMS
2246
Hager Investment Management Services
New Hampshire
$68.8K +$68.8K +235 New
CMP
2247
Coston McIsaac & Partners
Maine
$68K +$289 +1 +0.4%
CWM
2248
Compass Wealth Management
Connecticut
$67.9K – – –
FNWA
2249
Financial Network Wealth Advisors
Utah
$67.6K -$93.4K -319 -58%
PA
2250
PSI Advisors
Florida
$67.6K +$65.9K +225 +3,750%
88 89
90
91 92