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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
BWA
1251
Bordeaux Wealth Advisors
California
$1.11M +$21.3K +72 +2%
LFA
1252
Legacy Financial Advisors
Kentucky
$1.11M +$22.8K +77 +2%
BA
1253
Ballast Advisors
Minnesota
$1.11M +$4.73K +16 +0.4%
AssetMark Inc
1254
AssetMark Inc
California
$1.11M +$99.9K +338 +10%
ATC
1255
Adirondack Trust Company
New York
$1.1M -$29K -98 -3%
WQ
1256
Wealth Quarterback
New Jersey
$1.1M -$1.77K -6 -0.2%
FDDB
1257
Fidelity D&D Bancorp
Pennsylvania
$1.1M -$14.2K -48 -1%
WEG
1258
World Equity Group
Illinois
$1.1M -$23.3K -79 -2%
FMWA
1259
Forvis Mazars Wealth Advisors
Missouri
$1.09M +$60.3K +204 +6%
WHG
1260
Westwood Holdings Group
Texas
$1.09M +$1.1M +3,739 New
GAG
1261
GM Advisory Group
New York
$1.09M +$233K +789 +27%
HSA
1262
HBK Sorce Advisory
Pennsylvania
$1.09M +$41.1K +139 +4%
LI
1263
Lafayette Investments
Maryland
$1.09M
PCP
1264
Proficio Capital Partners
Massachusetts
$1.09M +$330K +1,117 +43%
BWP
1265
BSW Wealth Partners
Colorado
$1.09M +$30.7K +104 +3%
WBC
1266
West Branch Capital
Massachusetts
$1.09M +$4.14K +14 +0.4%
NRD
1267
Nebula Research & Development
New York
$1.09M +$165K +559 +18%
RCAG
1268
Rehmann Capital Advisory Group
Michigan
$1.08M +$10.6K +36 +1%
IA
1269
IAM Advisory
Pennsylvania
$1.08M -$9.75K -33 -0.9%
RWA
1270
River Wealth Advisors
Pennsylvania
$1.08M -$89K -301 -8%
BMCM
1271
Bryn Mawr Capital Management
Pennsylvania
$1.07M -$6.8K -23 -0.6%
BW
1272
Bison Wealth
Georgia
$1.07M +$201K +681 +23%
CAM
1273
Congress Asset Management
Massachusetts
$1.07M
RPWA
1274
Regent Peak Wealth Advisors
Georgia
$1.07M -$1.82M -6,174 -63%
BMWS
1275
Brady Martz Wealth Solutions
North Dakota
$1.07M +$1.08M +3,653 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.