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Automatic Data Processing

2,414 hedge funds and large institutions have $98.9B invested in Automatic Data Processing in 2024 Q4 according to their latest regulatory filings, with 307 funds opening new positions, 787 increasing their positions, 888 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more first-time investments, than exits

New positions opened: 307 | Existing positions closed: 80

24% more call options, than puts

Call options by funds: $681M | Put options by funds: $550M

18% more funds holding in top 10

Funds holding in top 10: 7184 (+13)

9% more capital invested

Capital invested by funds: $90.9B → $98.9B (+$7.94B)

8% more funds holding

Funds holding: 2,2332,414 (+181)

0.29% more ownership

Funds ownership: 80.86%81.15% (+0.29%)

11% less repeat investments, than reductions

Existing positions increased: 787 | Existing positions reduced: 888

Holders
2,414
Holders Change
+181
Holders Change %
+8.11%
% of All Funds
31.79%
Holding in Top 10
84
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+18.31%
% of All Funds
1.11%
New
307
Increased
787
Reduced
888
Closed
80
Calls
$681M
Puts
$550M
Net Calls
+$131M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
801
Integrated Wealth Concepts
Massachusetts
$3.23M +$57.3K +194 +2%
B
802
Bailard
California
$3.22M +$219K +742 +7%
CWM
803
Centric Wealth Management
Illinois
$3.22M +$36.3K +123 +1%
BDL
804
Bey-Douglas LLC
Georgia
$3.22M -$21K -71 -0.6%
NHC
805
Nicholas Hoffman & Company
Georgia
$3.21M -$57.6K -195 -2%
PWP
806
Principle Wealth Partners
Connecticut
$3.21M +$3.84K +13 +0.1%
TF
807
Tompkins Financial
New York
$3.21M -$40.8K -138 -1%
AB
808
ANB Bank
Colorado
$3.2M +$3.23M +10,944 New
ATPW
809
Ashton Thomas Private Wealth
Arizona
$3.18M +$647K +2,188 +25%
RAM
810
Redmond Asset Management
Virginia
$3.18M +$3.21M +10,853 New
CCM
811
Cox Capital Management
Massachusetts
$3.17M -$30.7K -104 -0.9%
HFBOT
812
Home Federal Bank of Tennessee
Tennessee
$3.17M
CA
813
Cullinan Associates
Kentucky
$3.16M -$29.6K -100 -0.9%
JWCA
814
J.W. Coons Advisors
Ohio
$3.15M -$137K -465 -4%
CK
815
Cohen Klingenstein
New York
$3.13M
SVWAG
816
Sound View Wealth Advisors Group
Georgia
$3.12M +$163K +552 +5%
EWM
817
Empirical Wealth Management
Washington
$3.11M -$867K -2,934 -22%
KF
818
KKM Financial
Illinois
$3.1M +$142K +481 +5%
SNBOSD
819
Security National Bank of So Dak
Iowa
$3.1M +$16.8K +57 +0.5%
LSAG
820
Lake Street Advisors Group
New Hampshire
$3.09M +$62.1K +210 +2%
ACM
821
Aurdan Capital Management
Pennsylvania
$3.09M +$3.12M +10,553 New
KFI
822
Key Financial Inc
Pennsylvania
$3.08M -$62.4K -211 -2%
WI
823
Wahed Invest
New York
$3.07M +$184K +621 +6%
DZ Bank
824
DZ Bank
Germany
$3.07M +$509K +1,721 +20%
O
825
Ossiam
France
$3.05M -$22.5K -76 -0.7%

ADP Hedge Fund Activity: Q4 2024 in Review

2,414 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q4 2024, worth a combined $98.9B — up 8.7% from $90.9B a quarter earlier.

Buyers outnumbered sellers: 307 funds opened new ADP positions and 80 closed out — a net gain of 227 holders — while 787 added to existing stakes and 888 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $401M. The largest seller was Veritas Asset Management, cutting an estimated $390M.

  • 2,414 institutional investors held Automatic Data Processing (ADP) as of Q4 2024, up from 2,233 in Q3 2024.
  • Funds reported $98.9B of Automatic Data Processing stock for Q4 2024, up 8.7% quarter-over-quarter.
  • 307 funds opened new Automatic Data Processing positions in Q4 2024 and 80 closed out, a net change of +227 holders.
  • The largest Automatic Data Processing buyer in Q4 2024 was Winslow Capital Management, an estimated $401M added.
  • The largest Automatic Data Processing seller in Q4 2024 was Veritas Asset Management, an estimated $390M sold.

Based on aggregated 13F filings for Q4 2024.