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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
SNB
2351
Security National Bank
Nebraska
$19.9K
RFG
2352
REAP Financial Group
Texas
$19.8K +$9.16K +31 +84%
LFASL
2353
Lugano Financial Advisors SA (LFA)
Switzerland
$19.6K
WCM
2354
Westend Capital Management
California
$18.7K
FW
2355
Fairway Wealth
Ohio
$17.6K +$17.7K +60 New
PP
2356
PFS Partners
New Jersey
$17.3K
MFS
2357
Mattson Financial Services
Michigan
$16.1K -$3.44M -11,653 -100%
GWMI
2358
Guardian Wealth Management (Illinois)
Illinois
$15.8K
PWA
2359
Physician Wealth Advisors
Utah
$14.7K +$14.8K +50 New
TAM
2360
Tucker Asset Management
Colorado
$13.8K +$1.77K +6 +15%
T
2361
Transce3nd
Texas
$13.2K +$13.3K +45 New
BA
2362
Bellwether Advisors
Nebraska
$12.6K +$12.7K +43 New
RWS
2363
Retirement Wealth Solutions
Wisconsin
$12.3K +$12.7K +43 New
BBPWM
2364
Blue Bell Private Wealth Management
Pennsylvania
$12K
CIM
2365
Contravisory Investment Management
Massachusetts
$12K +$12.1K +41 New
TFGT
2366
TS Financial Group (TSFG)
Illinois
$12K
SR
2367
Syntax Research
Florida
$11.4K
WSC
2368
Wellington Shields & Co
New York
$11.4K
HWP
2369
Highline Wealth Partners
California
$11.1K +$7.39K +25 +192%
JFG
2370
JDM Financial Group
Texas
$10.8K
KB
2371
Kimelman & Baird
New York
$10.5K
CAC
2372
Core Alternative Capital
Georgia
$10.2K
EFMH
2373
E Fund Management (HK)
Hong Kong
$10K +$7.39K +25 +313%
NWWA
2374
New Wave Wealth Advisors
Arkansas
$9.56K +$9.75K +33 New
KA
2375
Kozak & Associates
Colorado
$9.4K +$6.21K +21 +191%

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.