ADP icon

Automatic Data Processing

1,946 hedge funds and large institutions have $75.6B invested in Automatic Data Processing in 2022 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 707 increasing their positions, 709 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,946
Holders Change
+21
Holders Change %
+1.09%
% of All Funds
30.8%
Holding in Top 10
78
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.5%
% of All Funds
1.23%
New
139
Increased
707
Reduced
709
Closed
95
Calls
$403M
Puts
$591M
Net Calls
-$188M
Net Calls Change
+$160M
Name Holding Trade Value Shares
Change
Shares
Change %
CCFM
2001
Clear Creek Financial Management
Washington
-$217K -882 Closed
AT
2002
Arvest Trust
Oklahoma
-$217K -881 Closed
SSWM
2003
Sheets Smith Wealth Management
North Carolina
-$216K -874 Closed
BEC
2004
Blue Edge Capital
Virginia
-$215K -870 Closed
WMS
2005
Wealth Management Solutions
Pennsylvania
-$213K -862 Closed
SHJ
2006
Sharkey, Howes & Javer
Colorado
-$210K -851 Closed
SI
2007
Saxon Interests
Texas
-$200K -850 Closed
SWP
2008
Strategic Wealth Partners
Ohio
-$209K -849 Closed
EIA
2009
Eldridge Investment Advisors
New Hampshire
-$209K -848 Closed
BI
2010
Berkeley Inc
Idaho
-$208K -845 Closed
SIC
2011
Sterling Investment Counsel
New York
-$208K -845 Closed
BONST
2012
Bank of Nova Scotia Trust
Ontario, Canada
-$208K -844 Closed
KFP
2013
KMG Fiduciary Partners
Ohio
-$205K -833 Closed
SWM
2014
Stockman Wealth Management
Montana
-$205K -832 Closed
CFG
2015
Cooper Financial Group
California
-$204K -828 Closed
AFP
2016
Ausdal Financial Partners
Iowa
-$204K -826 Closed
HHGA
2017
Halbert Hargrove Global Advisors
California
-$203K -823 Closed
KWS
2018
Keystone Wealth Services
California
-$202K -820 Closed
FAM
2019
Fenimore Asset Management
New York
-$202K -820 Closed
SICM
2020
Sustainable Insight Capital Management
New York
-$201K -814 Closed
VWA
2021
V Wealth Advisors
Kansas
-$200K -813 Closed
SFM
2022
Signet Financial Management
New Jersey
-$159K -644 Closed
TC
2023
TAP Consulting
Missouri
-$94K -379 Closed
DWA
2024
Dougherty Wealth Advisers
Minnesota
-$92K -374 Closed
EWM
2025
Edge Wealth Management
New York
-$79K -320 Closed