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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
AIM
1876
AMI Investment Management
Indiana
$322K
FUBT
1877
First United Bank & Trust
Maryland
$322K
XWM
1878
Xcel Wealth Management
Florida
$322K
LRWA
1879
Long Run Wealth Advisors
New York
$322K
PCA
1880
Peddock Capital Advisors
Massachusetts
$321K
MAA
1881
Matrix Asset Advisors
New York
$319K +$322K +1,090 New
DI
1882
Disciplined Investors
Texas
$319K +$325K +1,099 New
FA
1883
Fountainhead AM
New Jersey
$318K +$10.6K +36 +3%
GWSG
1884
GPS Wealth Strategies Group
Colorado
$317K +$296 +1 +0.1%
OL
1885
OneFund LLC
Florida
$316K +$2.66K +9 +0.8%
CWM
1886
Centricity Wealth Management
Ohio
$316K +$319K +1,078 New
RCM
1887
Raleigh Capital Management
North Carolina
$315K +$6.8K +23 +2%
LAM
1888
Lewis Asset Management
California
$314K +$296 +1 +0.1%
OFO
1889
OneAscent Family Office
Alabama
$314K +$317K +1,072 New
AIM
1890
Avity Investment Management
Connecticut
$314K
DIA
1891
Dana Investment Advisors
Wisconsin
$314K
VNA
1892
Valley National Advisers
Pennsylvania
$313K -$146K -495 -32%
SCM
1893
Stonehearth Capital Management
Massachusetts
$312K
EWM
1894
Endowment Wealth Management
Wisconsin
$312K -$7.39K -25 -2%
CH
1895
Cromwell Holdings
Wyoming
$310K
AMCA
1896
Arthur M. Cohen & Associates
Illinois
$310K
IFO
1897
Independent Family Office
New York
$310K
WWM
1898
Waterway Wealth Management
Texas
$309K +$16.3K +55 +5%
CA
1899
Carson Advisory
Georgia
$309K -$5.62K -19 -2%
APC
1900
Aspire Private Capital
North Carolina
$309K -$3.84K -13 -1%

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.