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 %
SC
2301
Stephens Consulting
Michigan
$32.7K +$292 +1 +0.9%
KWAG
2302
Kiely Wealth Advisory Group
North Carolina
$31.9K – – –
LI
2303
Louisbourg Investments
New Brunswick, Canada
$31K – – –
SFA
2304
Semmax Financial Advisors
North Carolina
$31K – – –
PPA
2305
Painted Porch Advisors
California
$30.7K -$17.3K -59 -36%
BC
2306
Barrett & Company
Rhode Island
$29.3K – – –
ACM
2307
Anfield Capital Management
California
$29.3K – – –
CIAS
2308
CBIZ Investment Advisory Services
Ohio
$28.5K – – –
GWSA
2309
Global Wealth Strategies & Associates
Colorado
$27.2K – – –
NAAA
2310
New Age Alpha Advisors
New York
$26.9K +$8.2K +28 +44%
NC
2311
NewSquare Capital
Pennsylvania
$26.1K +$6.73K +23 +35%
POIA
2312
Pin Oak Investment Advisors
Texas
$26K – – –
AEPWM
2313
Atlantic Edge Private Wealth Management
Florida
$25.2K – – –
CIR
2314
Clear Investment Research
Georgia
$24.1K – – –
BG
2315
Bollard Group
Massachusetts
$23K – – –
WIM
2316
Westside Investment Management
California
$22.5K – – –
BL
2317
BFSG LLC
California
$22K -$2.93K -10 -12%
IHWM
2318
Iron Horse Wealth Management
Iowa
$22K +$4.98K +17 +29%
AWM
2319
Abound Wealth Management
Tennessee
$21.6K +$1.46K +5 +7%
PSFG
2320
Park Square Financial Group
Georgia
$21.4K +$21.4K +73 New
KFP
2321
Keener Financial Planning
Texas
$21K – – –
WWM
2322
Wolff Wiese Magana
California
$20.8K – – –
AS
2323
Altshuler Shaham
Israel
$20.8K +$20.8K +71 New
NCM
2324
Northwest Capital Management
Oregon
$20.2K – – –
SNB
2325
Security National Bank
Nebraska
$19.9K – – –
91 92
93
94 95