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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
WBCM
1526
Wilson & Boucher Capital Management
California
$625K
CFP
1527
Catalyst Financial Partners
Massachusetts
$623K +$2.07K +7 +0.3%
LC
1528
Lincoln Capital
Nebraska
$622K
PPP
1529
Private Portfolio Partners
New Jersey
$621K
AO
1530
Advisor OS
Illinois
$621K +$6.8K +23 +1%
BC
1531
Belmont Capital
California
$619K
RSWM
1532
Robertson Stephens Wealth Management
California
$618K +$3.55K +12 +0.6%
TPI
1533
Trust Point Inc
Wisconsin
$613K +$6.8K +23 +1%
CIS
1534
Connors Investor Services
Pennsylvania
$613K
DOA
1535
D'Orazio & Associates
Virginia
$613K +$11.8K +40 +2%
NRG
1536
Nemes Rush Group
Michigan
$612K -$149K -504 -19%
EWA
1537
Etesian Wealth Advisors
Oregon
$606K -$9.75K -33 -2%
PCA
1538
Purkiss Capital Advisors
Connecticut
$604K +$610K +2,063 New
GS
1539
GWN Securities
Florida
$604K +$601K +2,033 New
RA
1540
Ransom Advisory
Rhode Island
$602K
BIM
1541
Baldwin Investment Management
Pennsylvania
$599K -$296K -1,000 -33%
PWM
1542
Partnership Wealth Management
Maryland
$598K
MCWA
1543
Meadow Creek Wealth Advisors
Georgia
$598K -$15.7K -53 -3%
FA
1544
Financial Advisors
Massachusetts
$597K -$36.9K -125 -6%
FH
1545
Financial Harvest
Florida
$597K +$603K +2,040 New
WC
1546
Waterloo Capital
Texas
$596K -$151K -512 -20%
ML
1547
McAdam LLC
Pennsylvania
$596K +$71.5K +242 +13%
BFPW
1548
BOK Financial Private Wealth
Colorado
$591K +$2.36K +8 +0.4%
OCPWS
1549
One Charles Private Wealth Services
Massachusetts
$588K +$2.66K +9 +0.4%
PWM
1550
Paulson Wealth Management
Illinois
$587K

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.