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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
BLAM
2026
Bourne Lent Asset Management
New York
$249K
CWS
2027
Confluence Wealth Services
Pennsylvania
$248K +$591 +2 +0.2%
HFS
2028
Heritage Financial Services
Massachusetts
$248K +$29.6K +100 +13%
UF
2029
Univest Financial
Pennsylvania
$247K -$31.3K -106 -11%
AWA
2030
Amplius Wealth Advisors
Pennsylvania
$247K +$2.36K +8 +1%
SLWA
2031
San Luis Wealth Advisors
California
$247K +$591 +2 +0.2%
BWP
2032
BlueStem Wealth Partners
Minnesota
$246K +$248K +840 New
MGWA
2033
Monument Group Wealth Advisors
Massachusetts
$246K -$2.96K -10 -1%
TWP
2034
Tower Wealth Partners
Pennsylvania
$245K -$64.4K -218 -21%
SHJ
2035
Sharkey, Howes & Javer
Colorado
$244K
PWAM
2036
Papamarkou Wellner Asset Management
New York
$243K +$245K +830 New
BAM
2037
Byrne Asset Management
New Jersey
$242K -$38.4K -130 -14%
TA
2038
TruWealth Advisors
Louisiana
$241K +$6.5K +22 +3%
CFG
2039
Carr Financial Group
Massachusetts
$241K +$887 +3 +0.4%
MFG
2040
MidWestOne Financial Group
Iowa
$241K +$1.18K +4 +0.5%
SIS
2041
Sound Income Strategies
Florida
$240K +$96.6K +327 +66%
SFC
2042
SYM Financial Corp
Indiana
$240K +$22.2K +75 +10%
CWM
2043
Chronos Wealth Management
Florida
$240K -$73.9K -250 -23%
MME
2044
Meag Munich Ergo
Germany
$240K
BB
2045
Bell Bank
North Dakota
$239K -$887 -3 -0.4%
IWN
2046
Independent Wealth Network
Iowa
$238K +$5.32K +18 +2%
CFG
2047
Clayton Financial Group
Missouri
$238K
DLHL
2048
Donald L. Hagan LLC
Florida
$238K +$4.14K +14 +2%
AIM
2049
Advyzon Investment Management
Illinois
$238K +$240K +812 New
RA
2050
Rodgers & Associates
Pennsylvania
$236K

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.