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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
AWAG
2001
ARS Wealth Advisors Group
Florida
$235K
RA
2002
Rodgers & Associates
Pennsylvania
$235K -$1.33K -5 -0.5%
SA
2003
Sovran Advisors
California
$235K +$240K +902 New
SRC
2004
Shufro Rose & Co
New York
$234K -$74.8K -281 -24%
SBFM
2005
S-Bank Fund Management
Finland
$234K -$59.6K -224 -20%
LC
2006
Landaas & Company
Wisconsin
$234K
S
2007
Sachetta
Massachusetts
$234K -$733K -2,752 -75%
BAM
2008
Byrne Asset Management
New Jersey
$234K +$242K +908 New
FWP
2009
Falcon Wealth Planning
California
$233K +$14.6K +55 +6%
OMC
2010
Overbrook Management Corp
New York
$233K -$31.9K -120 -12%
WAG
2011
Windsor Advisory Group
Ohio
$233K
HKAM
2012
Horizon Kinetics Asset Management
New York
$233K -$184K -691 -43%
UBV
2013
United Bank (Virginia)
Virginia
$232K
LA
2014
Latitude Advisors
Florida
$232K -$1.6K -6 -0.7%
HR
2015
Howe & Rusling
New York
$232K -$708K -2,659 -75%
JA
2016
JVL Associates
Michigan
$232K
TF
2017
Talbot Financial
Washington
$232K
IA
2018
Integrity Alliance
Iowa
$231K -$23.2K -87 -9%
BMC
2019
Beaton Management Company
Massachusetts
$230K
AIC
2020
Argus Investors Counsel
New York
$230K
PGAM
2021
Princeton Global Asset Management
New Jersey
$230K
RWM
2022
Reston Wealth Management
Virginia
$229K +$13K +49 +6%
FG
2023
Foster Group
Iowa
$229K -$108K -407 -31%
IA
2024
IFS Advisors
Kansas
$229K
SPWG
2025
Syntegra Private Wealth Group
Missouri
$229K +$13.3K +50 +6%