ADP icon

Automatic Data Processing

2,424 hedge funds and large institutions have $101B invested in Automatic Data Processing in 2025 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 859 increasing their positions, 969 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,424
Holders Change
-2
Holders Change %
-0.08%
% of All Funds
32.49%
Holding in Top 10
82
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.87%
% of All Funds
1.1%
New
161
Increased
859
Reduced
969
Closed
123
Calls
$567M
Puts
$473M
Net Calls
+$94.2M
Net Calls Change
+$194M
Name Holding Trade Value Shares
Change
Shares
Change %
SIAP
2001
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$262K -$1.85K -6 -0.7%
PCFFS
2002
Pacific Center for Financial Services
California
$262K
FPF
2003
First Pacific Financial
Washington
$262K +$145K +471 +125%
TVWM
2004
Tower View Wealth Management
Wisconsin
$262K +$262K +848 New
BFG
2005
Baron Financial Group
New Jersey
$261K -$1.54K -5 -0.6%
CFO
2006
CVA Family Office
Colorado
$261K +$13.3K +43 +5%
SWA
2007
Strategies Wealth Advisors
Michigan
$261K +$1.54K +5 +0.6%
SLWA
2008
San Luis Wealth Advisors
California
$260K +$616 +2 +0.2%
ZF
2009
Zhang Financial
Michigan
$260K +$308 +1 +0.1%
SWM
2010
Stockman Wealth Management
Montana
$259K -$24.4K -79 -9%
RCM
2011
Raleigh Capital Management
North Carolina
$259K -$15.1K -49 -6%
C
2012
Covestor
United Kingdom
$259K -$36K -117 -12%
AIA
2013
Accelerate Investment Advisors
California
$258K +$38K +123 +17%
SCP
2014
Sivia Capital Partners
California
$258K -$27.5K -89 -10%
FWA
2015
FORM Wealth Advisors
Wisconsin
$258K +$11.1K +36 +5%
RWM
2016
Reston Wealth Management
Virginia
$257K -$21.3K -69 -8%
SHJ
2017
Sharkey, Howes & Javer
Colorado
$257K
CA
2018
Claro Advisors
Massachusetts
$257K -$336K -1,090 -57%
PHWM
2019
Pine Harbor Wealth Management
Maryland
$256K +$43.2K +140 +20%
MAM
2020
McLean Asset Management
Virginia
$256K +$8.54K +28 +3%
PF
2021
Phoenix Financial
Israel
$256K -$29.3K -95 -10%
RC
2022
Rexford Capital
Texas
$256K +$256K +829 New
MGWA
2023
Monument Group Wealth Advisors
Massachusetts
$256K -$3.08K -10 -1%
FPW
2024
Fairvoy Private Wealth
Alabama
$255K +$40.7K +132 +19%
NAM
2025
NorthCrest Asset Manangement
Minnesota
$255K +$255K +825 New