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Automatic Data Processing

2,360 hedge funds and large institutions have $85B invested in Automatic Data Processing in 2025 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 758 increasing their positions, 1,008 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $97.2B → $85B (-$12.2B)

25% less repeat investments, than reductions

Existing positions increased: 758 | Existing positions reduced: 1,008

28% less funds holding in top 10

Funds holding in top 10: 5741 (-16)

Holders
2,360
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
41
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$406M
Puts
$305M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
2001
Marino Stram & Associates
Massachusetts
$228K
SFP
2002
Shepherd Financial Partners
Massachusetts
$228K
FHC
2003
First Heartland Consultants
Missouri
$227K
CCA
2004
Coign Capital Advisors
Utah
$227K
BSI
2005
Bennett Selby Investments
Maine
$227K
FPH
2006
Financial Planning Hawaii
Hawaii
$226K
SWA
2007
Strategies Wealth Advisors
Michigan
$226K
FA
2008
Financial Avengers
California
$225K
MBWA
2009
Marin Bay Wealth Advisors
California
$225K
SWM
2010
Sterling Wealth Management
Illinois
$225K
MWM
2011
Momentous Wealth Management
Washington
$225K
FF
2012
Foronjy Financial
California
$225K
FPF
2013
First Pacific Financial
Washington
$225K
PFG
2014
Prosperity Financial Group
California
$225K
B
2015
Birchbrook
Maine
$223K
JCM
2016
Jacobsen Capital Management
Utah
$222K
LFA
2017
Longview Financial Advisors
Alabama
$221K
GPI
2018
General Partner Inc
Pennsylvania
$221K
MAG
2019
M3 Advisory Group
Massachusetts
$221K
MAWA
2020
Moss Adams Wealth Advisors
Washington
$220K
QFA
2021
Quantum Financial Advisors
California
$219K
PFM
2022
Patton Fund Management
Texas
$219K
TC
2023
Trilogy Capital
California
$219K
KCM
2024
Kornitzer Capital Management
Kansas
$219K
BFG
2025
Baron Financial Group
New Jersey
$218K