ADP icon

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 %
WAS
2401
Winch Advisory Services
Wisconsin
$3.57K – – –
PWA
2402
Principia Wealth Advisory
Texas
$3.54K – – –
KA
2403
Kozak & Associates
Colorado
$3.41K -$6.5K -21 -66%
MAS
2404
MPWM Advisory Solutions
Georgia
$3.36K – – –
NL
2405
NVWM LLC
Pennsylvania
$2.75K +$611 +2 +29%
RPA
2406
Redwood Park Advisors
California
$2.14K – – –
FIM
2407
FWL Investment Management
Texas
$2.14K +$2.14K +7 New
Q1WB
2408
Quest 10 Wealth Builders
Virginia
$2.04K +$582 +2 +40%
T
2409
TOBAM
France
$2K -$119K -474 -98%
BWM
2410
Bernard Wealth Management
Michigan
$1.83K +$1.83K +6 New
PWM
2411
Parkworth Wealth Management
California
$1.83K -$5.5K -18 -75%
RS
2412
Rakuten Securities
Japan
$1.83K -$611 -2 -25%
PS
2413
PayPay Securities
Japan
$1.77K -$1.41K -4 -44%
BHWM
2414
Bay Harbor Wealth Management
Maryland
$1.54K +$1.54K +5 New
RWM
2415
Rialto Wealth Management
New York
$1.53K +$1.53K +5 New
HCA
2416
Heck Capital Advisors
Wisconsin
$1.53K +$1.53K +5 New
FFA
2417
Frazier Financial Advisors
Ohio
$1.24K – – –
HIA
2418
HFM Investment Advisors
New Jersey
$1.22K +$1.22K +4 New
HHGA
2419
Halbert Hargrove Global Advisors
California
$1.22K +$1.22K +4 New
BA
2420
Bellwether Advisors
Nebraska
$917 -$12.2K -40 -93%
BFS
2421
Bare Financial Services
Pennsylvania
$917 +$917 +3 New
T
2422
Transce3nd
Texas
$611 -$13.1K -43 -96%
JAM
2423
JCIC Asset Management
Ontario, Canada
$611 – – –
HFS
2424
Horizon Financial Services
North Carolina
$306 -$612 -2 -67%
BGWM
2425
Bridge Generations Wealth Management
Florida
$306 +$306 +1 New
95 96
97
98 99