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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
1WA
1851
180 Wealth Advisors
Washington
$331K -$7.98K -27 -2%
BFA
1852
Brendel Financial Advisors
New Hampshire
$331K
Marshall Wace
1853
Marshall Wace
United Kingdom
$329K -$2.56M -8,667 -89%
BWP
1854
Bernardo Wealth Planning
Pennsylvania
$329K -$42K -142 -11%
LSPW
1855
Lake Street Private Wealth
Illinois
$329K +$57.3K +194 +21%
SAG
1856
SageView Advisory Group
California
$328K +$21.6K +73 +7%
OFG
1857
Oxford Financial Group
Indiana
$328K -$17.7K -60 -5%
CPRC
1858
Consolidated Portfolio Review Corp
New York
$328K +$111K +374 +50%
HBW
1859
Hazlett, Burt & Watson
West Virginia
$328K
FCFC
1860
First Commonwealth Financial Corp
Pennsylvania
$328K +$331K +1,119 New
MAG
1861
M3 Advisory Group
Massachusetts
$328K -$11.2K -38 -3%
RWM
1862
Revisor Wealth Management
Ohio
$327K -$141K -477 -30%
WFA
1863
Websterrogers Financial Advisors
South Carolina
$327K +$330K +1,115 New
CFG
1864
Cooper Financial Group
California
$326K +$37.2K +126 +13%
OL
1865
Optas LLC
Texas
$326K +$10.9K +37 +3%
IWP
1866
Invenio Wealth Partners
Florida
$326K -$8.57K -29 -3%
JIP
1867
Jaffetilchin Investment Partners
Florida
$326K +$1.18K +4 +0.4%
IPWA
1868
International Private Wealth Advisors
California
$325K +$8.28K +28 +3%
YIH
1869
Y-Intercept (HK)
Hong Kong
$325K -$1.63M -5,504 -83%
QFA
1870
Quantum Financial Advisors
California
$325K
AWM
1871
Allen Wealth Management
North Carolina
$325K +$296 +1 +0.1%
FG
1872
Foster Group
Iowa
$324K +$2.36K +8 +0.7%
CCG
1873
Chatham Capital Group
Georgia
$322K
1IA
1874
1834 Investment Advisors
Wisconsin
$322K
AWM
1875
Act Wealth Management
Texas
$322K

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.