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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
SWP
1401
Summit Wealth Partners
Florida
$812K +$62.7K +212 +8%
PFSC
1402
Peoples Financial Services Corp
Pennsylvania
$809K -$60K -203 -7%
PDL
1403
Portfolio Design Labs
California
$808K +$261K +884 +47%
FWTB
1404
First Western Trust Bank
Colorado
$802K
MPWT
1405
MassMutual Private Wealth & Trust
Connecticut
$794K -$15.4K -52 -2%
LFG
1406
Larson Financial Group
Missouri
$792K +$168K +567 +27%
WPA
1407
West Paces Advisors
Georgia
$792K -$50.8K -172 -6%
BEW
1408
Burton Enright Welch
California
$791K -$4.43K -15 -0.6%
EIA
1409
Edgemoor Investment Advisors
Maryland
$790K
BMCM
1410
Burns Matteson Capital Management
New York
$790K -$39.6K -134 -5%
FHA
1411
Flagship Harbor Advisors
Massachusetts
$788K +$13.3K +45 +2%
M
1412
MOTCO
Texas
$787K -$25.7K -87 -3%
RB
1413
Rodgers Brothers
Pennsylvania
$786K -$3.25K -11 -0.4%
JWM
1414
Jeppson Wealth Management
California
$781K -$11.8K -40 -1%
SAM
1415
Synergy Asset Management
Washington
$779K
Loomis, Sayles & Company
1416
Loomis, Sayles & Company
Massachusetts
$776K -$4.73K -16 -0.6%
SB
1417
Sunflower Bank
Texas
$775K -$32.2K -109 -4%
KA
1418
KDT Advisors
New York
$774K +$781K +2,644 New
MC
1419
Machina Capital
France
$772K -$1.49M -5,030 -66%
MAMG
1420
Milestone Asset Management Group
Connecticut
$769K +$776K +2,627 New
NAMNJ
1421
NorthStar Asset Management (New Jersey)
New Jersey
$768K -$2.96K -10 -0.4%
SAM
1422
Strategy Asset Managers
California
$767K -$4.73K -16 -0.6%
AFT
1423
Alpha Family Trust
California
$765K
MWA
1424
Meridian Wealth Advisors
Texas
$765K +$887 +3 +0.1%
GWMR
1425
GC Wealth Management RIA
Massachusetts
$764K -$59.1K -200 -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.