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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 %
1NWS
2351
1 North Wealth Services
Maryland
$22.9K +$22.9K +75 New
KFP
2352
Keener Financial Planning
Texas
$22K – – –
WWM
2353
Wolff Wiese Magana
California
$21.7K – – –
NCM
2354
Northwest Capital Management
Oregon
$21.1K – – –
SNB
2355
Security National Bank
Nebraska
$20.8K – – –
VWWMG
2356
Vermillion & White Wealth Management Group
Pennsylvania
$20.8K +$20.8K +68 New
WCM
2357
Westend Capital Management
California
$19.6K – – –
FW
2358
Fairway Wealth
Ohio
$18.3K – – –
PP
2359
PFS Partners
New Jersey
$18K – – –
CCM
2360
Cloud Capital Management
Washington
$17K +$17K +56 New
GWM
2361
Guardian Wealth Management
Illinois
$16.4K -$310 -1 -2%
HFS
2362
Hughes Financial Services
Virginia
$15.9K +$15.9K +52 New
PWA
2363
Physician Wealth Advisors
Utah
$15.3K – – –
WIM
2364
Westside Investment Management
California
$15.3K -$8.25K -27 -35%
BI
2365
Binnacle Investments
Iowa
$15.3K +$15.3K +50 New
BBPWM
2366
Blue Bell Private Wealth Management
Pennsylvania
$14.1K +$1.53K +5 +12%
PPWM
2367
PFG Private Wealth Management
Florida
$14.1K +$14.1K +46 New
RWS
2368
Retirement Wealth Solutions
Wisconsin
$13.1K – – –
LSV Asset Management
2369
LSV Asset Management
Illinois
$12K +$6K +20 +100%
WSC
2370
Wellington Shields & Co
New York
$11.9K – – –
SR
2371
Syntax Research
Florida
$11.9K – – –
JFG
2372
JDM Financial Group
Texas
$11.3K – – –
KB
2373
Kimelman & Baird
New York
$11K – – –
YP
2374
YANKCOM Partnership
South Dakota
$10.7K +$10.7K +35 New
HWP
2375
Highline Wealth Partners
California
$9.78K -$1.83K -6 -16%
93 94
95
96 97