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Automatic Data Processing

2,399 hedge funds and large institutions have $85.2B invested in Automatic Data Processing in 2025 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 767 increasing their positions, 1,017 reducing their positions, and 187 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 247 | Existing positions closed: 187

31% more call options, than puts

Call options by funds: $406M | Put options by funds: $309M

1% more funds holding

Funds holding: 2,3872,399 (+12)

0.01% less ownership

Funds ownership: 81.92%81.91% (-0.01%)

12% less capital invested

Capital invested by funds: $97.4B → $85.2B (-$12.2B)

25% less repeat investments, than reductions

Existing positions increased: 767 | Existing positions reduced: 1,017

28% less funds holding in top 10

Funds holding in top 10: 5741 (-16)

Holders
2,399
Holders Change
+12
Holders Change %
+0.5%
% of All Funds
29.18%
Holding in Top 10
41
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-28.07%
% of All Funds
0.5%
New
247
Increased
767
Reduced
1,017
Closed
187
Calls
$406M
Puts
$309M
Net Calls
+$97.2M
Net Calls Change
+$9.17M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1401
Basecamp Wealth Advisors
Washington
$736K +$762K +2,861 New
PB
1402
Pinnacle Bancorp
Nebraska
$733K
EWM
1403
Evermay Wealth Management
Virginia
$732K +$7.19K +27 +1%
OWP
1404
ORG Wealth Partners
Texas
$731K -$41.8K -157 -5%
PCM
1405
Prelude Capital Management
New York
$729K +$755K +2,835 New
FWTB
1406
First Western Trust Bank
Colorado
$729K +$31.4K +118 +4%
AAS
1407
Annex Advisory Services
Wisconsin
$727K -$37.3K -140 -5%
GVAG
1408
Great Valley Advisor Group
Delaware
$727K +$15.7K +59 +2%
WA
1409
WBH Advisory
Maryland
$724K -$266K -1,000 -26%
KA
1410
KDT Advisors
New York
$724K +$35.9K +135 +5%
IA
1411
Inspire Advisors
Idaho
$722K +$241K +906 +48%
BEW
1412
Burton Enright Welch
California
$719K -$10.1K -38 -1%
BCM
1413
Becker Capital Management
Oregon
$719K +$46.1K +173 +7%
CSPIA
1414
Cary Street Partners Investment Advisory
Virginia
$716K +$12.5K +47 +2%
BEAM
1415
Baker Ellis Asset Management
Washington
$714K -$18.6K -70 -2%
SWP
1416
Summit Wealth Partners
Florida
$714K
FCAS
1417
First Command Advisory Services
Texas
$713K +$13.3K +50 +2%
OFG
1418
Oxford Financial Group
Indiana
$710K +$420K +1,579 +133%
WF
1419
Wayfinding Financial
Washington
$709K -$29K -109 -4%
DCM
1420
Dudley Capital Management
Virginia
$706K
RWM
1421
Revisor Wealth Management
Ohio
$705K +$76.7K +288 +12%
CG
1422
Corundum Group
Colorado
$704K -$164K -616 -18%
Group One Trading
1423
Group One Trading
Illinois
$704K +$728K +2,735 New
OL
1424
one8zero8 LLC
North Carolina
$701K
WQ
1425
Wealth Quarterback
New Jersey
$701K -$265K -997 -27%