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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
AHC
1351
Adell Harriman & Carpenter
Texas
$892K -$38.1K -129 -4%
SWA
1352
SFMG Wealth Advisors
Texas
$890K
IPW
1353
Inlet Private Wealth
Florida
$889K
EFG
1354
Everhart Financial Group
Ohio
$889K +$57.3K +194 +7%
TCOTS
1355
Trust Company of the South
North Carolina
$887K
PB
1356
Pinnacle Bancorp
Nebraska
$884K
APWM
1357
Argonautica Private Wealth Management
Massachusetts
$878K
OPW
1358
Osprey Private Wealth
New York
$878K
WP
1359
WMS Partners
Maryland
$878K +$2.36K +8 +0.3%
PW
1360
PUREfi Wealth
Massachusetts
$876K +$885K +2,993 New
BL
1361
Balentine LLC
Georgia
$876K -$96.9K -328 -10%
SIA
1362
Soltis Investment Advisors
Utah
$873K +$20.7K +70 +2%
Parallax Volatility Advisers
1363
Parallax Volatility Advisers
California
$872K -$103K -350 -11%
VV
1364
Verity & Verity
South Carolina
$871K +$131K +442 +17%
AAS
1365
Annex Advisory Services
Wisconsin
$871K +$431K +1,460 +96%
WA
1366
Wealth Alliance
New York
$870K +$16K +54 +2%
EWM
1367
Evermay Wealth Management
Virginia
$867K +$4.73K +16 +0.5%
LS
1368
Livforsakringsbolaget Skandia
Sweden
$866K -$29.6K -100 -3%
WPIC
1369
White Pine Investment Company
Michigan
$862K -$52.3K -177 -6%
LA
1370
Lane & Associates
New Jersey
$861K +$7.98K +27 +1%
PCM
1371
Penserra Capital Management
California
$860K +$288K +976 +50%
FCAS
1372
First Command Advisory Services
Texas
$860K -$25.7K -87 -3%
DCM
1373
Dudley Capital Management
Virginia
$855K
BB
1374
Berkshire Bank
Massachusetts
$854K -$16.5K -56 -2%
TL
1375
Tradewinds LLC
North Carolina
$854K -$43.4K -147 -5%

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.