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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 %
RFG
2326
REAP Financial Group
Texas
$19.8K +$9.02K +31 +84%
LFASL
2327
Lugano Financial Advisors SA (LFA)
Switzerland
$19.6K – – –
WCM
2328
Westend Capital Management
California
$18.7K – – –
FW
2329
Fairway Wealth
Ohio
$17.6K +$17.6K +60 New
PP
2330
PFS Partners
New Jersey
$17.3K – – –
MFS
2331
Mattson Financial Services
Michigan
$16.1K -$3.22M -11,653 -100%
GWM
2332
Guardian Wealth Management
Illinois
$15.8K – – –
PWA
2333
Physician Wealth Advisors
Utah
$14.7K +$14.7K +50 New
TAM
2334
Tucker Asset Management
Colorado
$13.8K +$1.76K +6 +15%
T
2335
Transce3nd
Texas
$13.2K +$13.2K +45 New
BA
2336
Bellwether Advisors
Nebraska
$12.6K +$12.6K +43 New
RWS
2337
Retirement Wealth Solutions
Wisconsin
$12.3K +$12.3K +43 New
BBPWM
2338
Blue Bell Private Wealth Management
Pennsylvania
$12K – – –
CIM
2339
Contravisory Investment Management
Massachusetts
$12K +$12K +41 New
TFGT
2340
TS Financial Group (TSFG)
Illinois
$12K – – –
SR
2341
Syntax Research
Florida
$11.4K – – –
WSC
2342
Wellington Shields & Co
New York
$11.4K – – –
HWP
2343
Highline Wealth Partners
California
$11.1K +$7.32K +25 +192%
JFG
2344
JDM Financial Group
Texas
$10.8K – – –
KB
2345
Kimelman & Baird
New York
$10.5K – – –
CAC
2346
Core Alternative Capital
Georgia
$10.2K – – –
EFMH
2347
E Fund Management (HK)
Hong Kong
$10K +$7.58K +25 +313%
NWWA
2348
New Wave Wealth Advisors
Arkansas
$9.57K +$9.57K +33 New
KA
2349
Kozak & Associates
Colorado
$9.41K +$6.17K +21 +191%
CTB
2350
Country Trust Bank
Illinois
$9.37K – – –
92 93
94
95 96