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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
DWM
1651
David Wealth Management
Virginia
$489K +$493K +1,669 New
HI
1652
Harbour Investments
Wisconsin
$486K -$23.6K -80 -5%
OWM
1653
OneAscent Wealth Management
Alabama
$486K +$491K +1,661 New
SPW
1654
Sonoma Private Wealth
California
$485K -$9.16K -31 -2%
GGI
1655
Godsey & Gibb Inc
Virginia
$484K -$13.3K -45 -3%
VCM
1656
Vision Capital Management
Oregon
$484K
CST
1657
Charles Schwab Trust
Nevada
$484K +$2.66K +9 +0.5%
1WM
1658
1900 Wealth Management
Texas
$483K +$15.1K +51 +3%
PCS
1659
Personal CFO Solutions
New Jersey
$483K +$96.3K +326 +25%
SCA
1660
Sulzberger Capital Advisors
Florida
$482K +$487K +1,647 New
TCBWMS
1661
Texas Capital Bank Wealth Management Services
Texas
$481K -$7.09K -24 -1%
IF
1662
Intrua Financial
Texas
$480K -$429K -1,453 -47%
ACM
1663
Ardent Capital Management
Ohio
$477K
GS
1664
GTS Securities
New York
$477K +$130K +440 +37%
NRW
1665
Nova R Wealth
Kansas
$475K +$591 +2 +0.1%
RIG
1666
RiverFront Investment Group
Virginia
$475K +$5.32K +18 +1%
V
1667
ViaWealth
Kansas
$474K
PTP
1668
Platform Technology Partners
New York
$473K -$6.21K -21 -1%
WHCI
1669
W.H. Cornerstone Investments
Massachusetts
$473K +$2.66K +9 +0.6%
FNBOH
1670
First National Bank of Hutchinson
Kansas
$468K
MCM
1671
Mitchell Capital Management
Kansas
$468K
PP
1672
Pingora Partners
Wyoming
$468K
RYIA
1673
Roehl & Yi Investment Advisors
Oregon
$466K +$470K +1,592 New
CBA
1674
Coastal Bridge Advisors
Connecticut
$465K +$887 +3 +0.2%
LA
1675
LVW Advisors
New York
$463K -$12.1K -41 -3%

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.