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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
RCWM
1076
Royal Capital Wealth Management
Indiana
$1.62M -$45.8K -155 -3%
WWS
1077
Wellington Wealth Strategies
Indiana
$1.62M -$307K -1,040 -17%
SFG
1078
SevenBridge Financial Group
Pennsylvania
$1.61M
NWMG
1079
Nicholson Wealth Management Group
South Carolina
$1.6M +$503K +1,701 +45%
IIM
1080
Ironwood Investment Management
Massachusetts
$1.59M +$13K +44 +0.8%
USCWA
1081
U.S. Capital Wealth Advisors
Texas
$1.59M +$369K +1,249 +30%
MMG
1082
Monetary Management Group
Missouri
$1.59M
CAM
1083
Cozad Asset Management
Illinois
$1.59M +$3.84K +13 +0.2%
BAM
1084
Belpointe Asset Management
Nevada
$1.58M +$2.36K +8 +0.1%
GWM
1085
GSB Wealth Management
Connecticut
$1.57M -$11.5K -39 -0.7%
CB
1086
Cadence Bank
Mississippi
$1.56M
CAI
1087
Capital Advisors Inc
Oklahoma
$1.56M +$1.77K +6 +0.1%
NG
1088
Norden Group
Utah
$1.56M +$20.7K +70 +1%
IPAM
1089
ICICI Prudential Asset Management
India
$1.55M -$5.02K -17 -0.3%
LCM
1090
Legato Capital Management
California
$1.55M -$953K -3,226 -38%
ACM
1091
Allred Capital Management
Texas
$1.55M
PWAM
1092
Pinnacle West Asset Management
Wyoming
$1.54M
BSB
1093
Bangor Savings Bank
Maine
$1.53M -$7.98K -27 -0.5%
TCM
1094
Twin Capital Management
Pennsylvania
$1.53M -$71.2K -241 -4%
MC
1095
Middleton & Co
Massachusetts
$1.53M -$24.8K -84 -2%
KCM
1096
Kerusso Capital Management
North Carolina
$1.53M +$3.25K +11 +0.2%
SB
1097
Simmons Bank
Arkansas
$1.53M
OC
1098
Oakworth Capital
Alabama
$1.53M +$9.75K +33 +0.6%
FTWA
1099
Fifth Third Wealth Advisors
Ohio
$1.53M +$212K +718 +16%
CWM
1100
Challenger Wealth Management
California
$1.52M +$1.54M +5,199 New

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.