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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
EWA
1426
EverSource Wealth Advisors
Alabama
$696K -$54.8K -206 -7%
AC
1427
Avestar Capital
New York
$696K +$17.8K +67 +3%
CCWM
1428
Cassaday & Co Wealth Management
Virginia
$695K +$303K +1,138 +73%
SAM
1429
Synergy Asset Management
Washington
$691K -$641K -2,407 -47%
RB
1430
Rodgers Brothers
Pennsylvania
$691K
MWM
1431
Meridian Wealth Management
Kentucky
$691K -$14.4K -54 -2%
SMA
1432
Sage Mountain Advisors
Georgia
$689K +$116K +437 +20%
DC
1433
DeDora Capital
California
$688K +$33K +124 +5%
FDDB
1434
Fidelity D&D Bancorp
Pennsylvania
$687K -$61.8K -232 -8%
MPWT
1435
MassMutual Private Wealth & Trust
Connecticut
$687K -$55.4K -208 -7%
SFM
1436
Signet Financial Management
New Jersey
$685K -$10.4K -39 -1%
RPWA
1437
Regent Peak Wealth Advisors
Georgia
$678K -$12K -45 -2%
MAMG
1438
Milestone Asset Management Group
Connecticut
$677K +$4.79K +18 +0.7%
AWC
1439
Abundance Wealth Counselors
Pennsylvania
$674K +$5.06K +19 +0.7%
EIA
1440
Edgemoor Investment Advisors
Maryland
$674K
SWM
1441
SeaCrest Wealth Management
New York
$674K -$5.32K -20 -0.8%
AFT
1442
Alpha Family Trust
California
$673K -$78.5K -295 -10%
JWM
1443
Jeppson Wealth Management
California
$669K -$11.4K -43 -2%
BB
1444
Berkshire Bank
Massachusetts
$667K -$11.2K -42 -2%
KCAM
1445
Kagan Cocozza Asset Management
New Jersey
$667K +$29.5K +111 +4%
PP
1446
Paladin Partners
Wisconsin
$666K +$689K +2,590 New
AO
1447
Advisor OS
Illinois
$663K +$116K +437 +20%
CWA
1448
CJM Wealth Advisers
Virginia
$660K
LCM
1449
LVM Capital Management
Michigan
$658K -$6.66K -25 -1%
FFO
1450
Fiduciary Family Office
Florida
$656K -$294K -1,106 -30%