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Automatic Data Processing

2,398 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: 2,3862,398 (+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
2,398
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
WIA
1751
Wetzel Investment Advisors
Indiana
$366K +$532 +2 +0.1%
CWS
1752
Cypress Wealth Services
California
$365K +$42.1K +158 +13%
PIM
1753
Progressive Investment Management
Oregon
$365K
WFI
1754
West Family Investments
California
$364K -$206K -772 -35%
BC
1755
Brio Consultants
California
$364K +$32.5K +122 +9%
CWA
1756
Crusonia Wealth Advisors
Colorado
$363K +$376K +1,412 New
PFG
1757
Putney Financial Group
California
$363K
MIM
1758
Marco Investment Management
Georgia
$362K
LCGC
1759
Legacy Capital Group California
California
$362K -$2.4K -9 -0.6%
HIC
1760
Holderness Investments Company
North Carolina
$361K
CPA
1761
Capital Performance Advisors
California
$360K +$144K +541 +63%
BIM
1762
Barton Investment Management
Pennsylvania
$360K
FWI
1763
Facet Wealth Inc
Maryland
$360K +$382K +1,435 New
OWM
1764
OneAscent Wealth Management
Alabama
$360K -$229K -859 -38%
CF
1765
Centaurus Financial
California
$357K -$3.19K -12 -0.9%
WA
1766
Westfuller Advisors
New York
$355K -$10.6K -40 -3%
LCWP
1767
Legacy Capital Wealth Partners
Arkansas
$354K +$366K +1,376 New
FFG
1768
Fiduciary Financial Group
California
$353K +$29.3K +110 +9%
BWFA
1769
Baltimore-Washington Financial Advisors
Maryland
$352K -$14.6K -55 -4%
OCG
1770
Opus Capital Group
Ohio
$351K -$53.2K -200 -13%
HWA
1771
Heartwood Wealth Advisors
Virginia
$351K
MCM
1772
McRae Capital Management
New Jersey
$349K -$90K -338 -20%
FNBOMD
1773
First National Bank of Mount Dora
Florida
$349K +$6.66K +25 +2%
SWA
1774
Sax Wealth Advisors
New Jersey
$348K +$179K +671 +98%
TF
1775
Tudor Financial
Ohio
$348K -$8.79K -33 -2%