AUTOMATIC DATA PROCESSING IN (ADP) — Hedge Fund Ownership Q4 2025
ADP
- AUTOMATIC DATA PROCESSING IN (ADP) is held by 4 of 81 tracked hedge funds, with Fundsmith (6%) and Jensen Investment Management (3%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in ADP holdings came from Mairs & Power (+5%), highlighting conviction.
- The biggest decreases in ADP holdings came from Jensen Investment Management (-31%) and Fundsmith (-3%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to AUTOMATIC DATA PROCESSING IN (ADP) by -8% vs the prior quarter and -29% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Fundsmith
|
6.28% | 4.2M | -3.10% | -16.67% | $1.07B | $257.23 | — |
| 2 |
Jensen Investment Management
|
2.56% | 634K | -31.44% | -61.83% | $163.0M | $257.23 | — |
| 3 |
Mairs & Power
|
0.27% | 111K | +5.40% | +2.18% | $28.5M | $257.23 | — |
| 4 |
Polen Capital Management
|
0.00% | 2K | -19.71% | -98.90% | $508,394 | $257.28 | — |
| 4 | Total | — | 4.9M | -7.84% | -29.27% | $1.27B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.