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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
MAG
2026
M3 Advisory Group
Massachusetts
$221K
MAWA
2027
Moss Adams Wealth Advisors
Washington
$220K
QFA
2028
Quantum Financial Advisors
California
$219K
PFM
2029
Patton Fund Management
Texas
$219K
TC
2030
Trilogy Capital
California
$219K
KCM
2031
Kornitzer Capital Management
Kansas
$219K
BFG
2032
Baron Financial Group
New Jersey
$218K
CFG
2033
Carr Financial Group
Massachusetts
$216K
MWP
2034
Meridian Wealth Partners
Pennsylvania
$215K
FWA
2035
FORM Wealth Advisors
Wisconsin
$215K
MCM
2036
Monument Capital Management
Virginia
$215K
SHJ
2037
Sharkey, Howes & Javer
Colorado
$215K
WCM
2038
Wedge Capital Management
North Carolina
$215K
NB
2039
Northwest Bancshares
Pennsylvania
$214K
DCP
2040
DSM Capital Partners
Florida
$213K
PAG
2041
Private Advisory Group
Washington
$213K
AP
2042
Anchyra Partners
Georgia
$213K
PHWM
2043
Pine Harbor Wealth Management
Maryland
$213K
BAM
2044
Blueshift Asset Management
New Jersey
$212K
HW
2045
HORAN Wealth
Ohio
$212K
IWP
2046
Innova Wealth Partners
Pennsylvania
$212K
JDLA
2047
J. Derek Lewis & Associates
California
$211K
JCM
2048
Jag Capital Management
Missouri
$211K
IRP
2049
Investment Research Partners
Pennsylvania
$211K
CA
2050
Claro Advisors
Massachusetts
$210K