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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 %
FWA
2301
FSC Wealth Advisors
New York
$55K +$55K +180 New
MBFW
2302
Morton Brown Family Wealth
Pennsylvania
$53.5K – – –
EA
2303
Evolution Advisers
Virginia
$53K – – –
CWM
2304
Cedar Wealth Management
California
$51K – – –
NMG
2305
New Millennium Group
Utah
$50.7K – – –
FMP
2306
Financial Management Professionals
Texas
$50.7K +$5.5K +18 +12%
TCA
2307
Trifecta Capital Advisors
Illinois
$49.2K – – –
CWM
2308
Copia Wealth Management
Oregon
$48.9K – – –
SCB
2309
Saudi Central Bank
Saudi Arabia
$48.9K +$48.9K +160 New
GA
2310
GoalVest Advisory
New York
$48K +$306 +1 +0.6%
CWM
2311
CarsonAllaria Wealth Management
Illinois
$46.9K +$306 +1 +0.7%
KLWA
2312
Kelly Lawrence W & Associates
California
$46.7K +$46.7K +153 New
WOC
2313
West Oak Capital
California
$46.1K -$2.12K -695 -4%
HIW
2314
Holos Integrated Wealth
Pennsylvania
$45.8K – – –
NWM
2315
Nova Wealth Management
Florida
$44.9K +$44.9K +147 New
NOI
2316
Newton One Investments
Delaware
$44.8K +$305 +1 +0.7%
HWA
2317
HHM Wealth Advisors
Tennessee
$42.5K – – –
MAM
2318
Meeder Asset Management
Ohio
$41.2K -$19.6K -64 -32%
CIAS
2319
CBIZ Investment Advisory Services
Ohio
$40.5K +$10.7K +35 +36%
FDW
2320
Fourth Dimension Wealth
Ohio
$39.4K – – –
IHWM
2321
Iron Horse Wealth Management
Iowa
$39.4K +$16.5K +54 +72%
MSWM
2322
Mowery & Schoenfeld Wealth Management
Illinois
$39.1K – – –
BDL
2323
Banque de Luxembourg
Luxembourg
$38.5K – – –
ECM
2324
Estabrook Capital Management
New York
$38.2K – – –
CA
2325
Centerpoint Advisors
Massachusetts
$38K -$9.73K -32 -20%
91 92
93
94 95