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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
KWM
1376
KFG Wealth Management
Indiana
$853K +$23.1K +78 +3%
PP
1377
Patron Partners
Texas
$852K +$54.4K +184 +7%
HAG
1378
HF Advisory Group
Maryland
$851K +$4.14K +14 +0.5%
SFM
1379
Signet Financial Management
New Jersey
$848K -$63.8K -216 -7%
WPW
1380
Waldron Private Wealth
Pennsylvania
$848K +$27.2K +92 +3%
RBC
1381
Romano Brothers & Co
Illinois
$846K +$591 +2 +0.1%
AF
1382
Arrow Financial
New York
$845K -$47.3K -160 -5%
DBG
1383
De Burlo Group
Massachusetts
$845K +$1.18K +4 +0.1%
CSI
1384
Clark & Stuart Inc
Maine
$845K +$849K +2,872 New
CIG
1385
Cascade Investment Group
Colorado
$845K
FNBOMD
1386
First National Bank of Mount Dora
Florida
$845K -$121K -411 -12%
BWM
1387
BankPlus Wealth Management
Mississippi
$844K +$852K +2,883 New
GCM
1388
Gallacher Capital Management
Colorado
$841K +$77.1K +261 +10%
BAM
1389
Blueshift Asset Management
New Jersey
$841K +$436K +1,475 +105%
WF
1390
Wayfinding Financial
Washington
$839K +$843K +2,854 New
RW
1391
Rede Wealth
Virginia
$838K -$7.09K -24 -0.8%
RAG
1392
RIA Advisory Group
Iowa
$831K +$337K +1,141 +67%
SI
1393
Seeds Investor
New York
$825K -$17.4K -59 -2%
TPWM
1394
Twelve Points Wealth Management
Massachusetts
$825K +$3.25K +11 +0.4%
SWM
1395
Spire Wealth Management
Virginia
$822K -$1.99M -6,731 -71%
MWM
1396
Meridian Wealth Management
Kentucky
$821K +$23.9K +81 +3%
WWM
1397
Western Wealth Management
Colorado
$821K +$77.7K +263 +10%
KCAM
1398
Kagan Cocozza Asset Management
New Jersey
$819K +$826K +2,796 New
SOS
1399
Silver Oak Securities
Tennessee
$818K +$345K +1,169 +72%
CA
1400
Cornerstone Advisory
Maryland
$814K +$66.8K +226 +9%

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.