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Automatic Data Processing

2,264 hedge funds and large institutions have $71.3B invested in Automatic Data Processing in 2026 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 737 increasing their positions, 1,024 reducing their positions, and 275 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.63% more ownership

Funds ownership: 84.16%86.79% (+2.6%)

7% more call options, than puts

Call options by funds: $365M | Put options by funds: $341M

6% less funds holding

Funds holding: 2,3992,264 (-135)

19% less capital invested

Capital invested by funds: $87.5B → $71.3B (-$16.2B)

28% less repeat investments, than reductions

Existing positions increased: 737 | Existing positions reduced: 1,024

29% less funds holding in top 10

Funds holding in top 10: 4129 (-12)

32% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 275

Holders
2,264
Holders Change
-135
Holders Change %
-5.63%
% of All Funds
27.85%
Holding in Top 10
29
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-29.27%
% of All Funds
0.36%
New
186
Increased
737
Reduced
1,024
Closed
275
Calls
$365M
Puts
$341M
Net Calls
+$24.9M
Net Calls Change
-$72.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
2501
Kohmann Bosshard Financial Services
Ohio
-$74.6K -290 Closed
GWM
2502
Greenline Wealth Management
Florida
-$57.4K -223 Closed
CIA
2503
Cape Investment Advisory
Georgia
-$56.1K -218 Closed
EPG
2504
Estate Planners Group
Pennsylvania
-$52K -202 Closed
OCM
2505
Osterweis Capital Management
California
-$47.6K -185 Closed
CWM
2506
Cedar Wealth Management
California
-$43K -167 Closed
OC
2507
Optima Capital
Oregon
-$42.8K -166 Closed
WWA
2508
Wealth Watch Advisors
Colorado
-$38.6K -150 Closed
VWWMG
2509
Vermillion & White Wealth Management Group
Pennsylvania
-$17.2K -144 Closed
MW
2510
Merited Wealth
Florida
-$33.4K -130 Closed
BDL
2511
Banque de Luxembourg
Luxembourg
-$30.9K -120 Closed
POIA
2512
Pin Oak Investment Advisors
Texas
-$22K -94 Closed
HHMI
2513
Howard Hughes Medical Institute
Maryland
-$22.4K -87 Closed
LB
2514
Legacy Bridge
Iowa
-$17.2K -67 Closed
CP
2515
Camelot Portfolios
Ohio
-$16.5K -64 Closed
SC
2516
Solstein Capital
California
-$15.2K -59 Closed
FIM
2517
FWL Investment Management
Texas
-$14.9K -58 Closed
CIAS
2518
CBIZ Investment Advisory Services
Ohio
-$13.5K -52 Closed
PSFG
2519
Park Square Financial Group
Georgia
-$14.9K -51 Closed
UOTTAIMCU
2520
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$12.1K -47 Closed
AIM
2521
Access Investment Management
Georgia
-$12.9K -44 Closed
WSC
2522
Wellington Shields & Co
New York
-$10K -39 Closed
AIP
2523
Alexis Investment Partners
Texas
-$9.78K -38 Closed
IWM
2524
IMG Wealth Management
Florida
-$7.97K -31 Closed
MCA
2525
McGuire Capital Advisors
Oklahoma
-$7.97K -31 Closed

ADP Hedge Fund Activity: Q1 2026 in Review

2,264 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q1 2026, worth a combined $71.3B — down 19% from $87.5B a quarter earlier.

Sellers outnumbered buyers: 275 funds closed out of ADP and 186 opened new positions — a net loss of 89 holders — while 1,024 trimmed existing stakes and 737 added.

The largest buyer was Charles Schwab, adding an estimated $2.1B. The largest seller was Morgan Stanley, cutting an estimated $907M.

  • 2,264 institutional investors held Automatic Data Processing (ADP) as of Q1 2026, down from 2,399 in Q4 2025.
  • Funds reported $71.3B of Automatic Data Processing stock for Q1 2026, down 19% quarter-over-quarter.
  • 186 funds opened new Automatic Data Processing positions in Q1 2026 and 275 closed out, a net change of -89 holders.
  • The largest Automatic Data Processing buyer in Q1 2026 was Charles Schwab, an estimated $2.1B added.
  • The largest Automatic Data Processing seller in Q1 2026 was Morgan Stanley, an estimated $907M sold.

Based on aggregated 13F filings for Q1 2026.