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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
BWP
2001
Balboa Wealth Partners
Arizona
$258K +$12.1K +41 +5%
CWS
2002
Cypress Wealth Services
California
$258K -$4.43K -15 -2%
VC
2003
Veracity Capital
Georgia
$258K +$42.6K +144 +20%
SFP
2004
Shepherd Financial Partners
Massachusetts
$257K +$8.28K +28 +3%
MAWA
2005
Moss Adams Wealth Advisors
Washington
$255K +$25.7K +87 +11%
SWM
2006
Sterling Wealth Management
Illinois
$255K
VPP
2007
Vertex Planning Partners
Illinois
$255K +$30.1K +102 +13%
MSA
2008
Marino Stram & Associates
Massachusetts
$255K +$1.18K +4 +0.5%
FFC
2009
First Financial Corp
Indiana
$254K +$98.7K +334 +63%
BSI
2010
Bennett Selby Investments
Maine
$254K +$5.91K +20 +2%
JCM
2011
Jacobsen Capital Management
Utah
$254K
B
2012
Birchbrook
Maine
$253K
LFA
2013
Longview Financial Advisors
Alabama
$253K +$1.18K +4 +0.5%
WP
2014
WealthShield Partners
North Carolina
$252K -$34.9K -118 -12%
PAMG
2015
Patton Albertson Miller Group
Tennessee
$252K
GPI
2016
General Partner Inc
Pennsylvania
$251K
FA
2017
Financial Avengers
California
$251K -$16K -54 -6%
CC
2018
Corton Capital
Ontario, Canada
$251K -$257K -871 -50%
RWM
2019
Reston Wealth Management
Virginia
$250K -$8.87K -30 -3%
MPW
2020
Monterey Private Wealth
California
$250K +$6.5K +22 +3%
BFG
2021
Baron Financial Group
New Jersey
$249K
EAM
2022
Evanson Asset Management
California
$249K -$70.3K -238 -22%
ATS
2023
Ashton Thomas Securities
New York
$249K +$14.5K +49 +6%
SIAP
2024
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$249K -$24.5K -83 -9%
PCFFS
2025
Pacific Center for Financial Services
California
$249K

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.