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Automatic Data Processing

2,370 hedge funds and large institutions have $85B invested in Automatic Data Processing in 2025 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 761 increasing their positions, 1,012 reducing their positions, and 187 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: 761 | Existing positions reduced: 1,012

28% less funds holding in top 10

Funds holding in top 10: 5741 (-16)

Holders
2,370
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
$309M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
2001
Princeton Global Asset Management
New Jersey
$230K
RWM
2002
Reston Wealth Management
Virginia
$229K
FG
2003
Foster Group
Iowa
$229K
IA
2004
IFS Advisors
Kansas
$229K
SPWG
2005
Syntegra Private Wealth Group
Missouri
$229K
BWP
2006
BlueStem Wealth Partners
Minnesota
$228K
EWM
2007
Elevatus Welath Management
New York
$228K
MSA
2008
Marino Stram & Associates
Massachusetts
$228K
SFP
2009
Shepherd Financial Partners
Massachusetts
$228K
FHC
2010
First Heartland Consultants
Missouri
$227K
CCA
2011
Coign Capital Advisors
Utah
$227K
BSI
2012
Bennett Selby Investments
Maine
$227K
FPH
2013
Financial Planning Hawaii
Hawaii
$226K
SWA
2014
Strategies Wealth Advisors
Michigan
$226K
FA
2015
Financial Avengers
California
$225K
MBWA
2016
Marin Bay Wealth Advisors
California
$225K
SWM
2017
Sterling Wealth Management
Illinois
$225K
MWM
2018
Momentous Wealth Management
Washington
$225K
FF
2019
Foronjy Financial
California
$225K
FPF
2020
First Pacific Financial
Washington
$225K
PFG
2021
Prosperity Financial Group
California
$225K
B
2022
Birchbrook
Maine
$223K
JCM
2023
Jacobsen Capital Management
Utah
$222K
LFA
2024
Longview Financial Advisors
Alabama
$221K
GPI
2025
General Partner Inc
Pennsylvania
$221K