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Automatic Data Processing

2,265 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: 2,3992,265 (-134)

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
2,265
Holders Change
-134
Holders Change %
-5.59%
% of All Funds
27.86%
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
TWIM
876
TIAA Wealth Investment Management
New York
$1.85M +$2.09M +9,115 New
BWP
877
Baldwin Wealth Partners
Massachusetts
$1.85M -$359K -1,565 -15%
SAI
878
Savvy Advisors Inc
New York
$1.84M +$346K +1,511 +20%
DTC
879
Davidson Trust Company
Washington
$1.84M -$147K -641 -7%
IAA
880
Independent Advisor Alliance
North Carolina
$1.83M -$509K -2,218 -20%
SYBT
881
Stock Yards Bank & Trust
Kentucky
$1.82M -$357K -1,558 -15%
RA
882
RFG Advisory
Alabama
$1.81M +$29.1K +127 +1%
PAWC
883
P.A.W. Capital
Connecticut
$1.8M +$2.05M +8,940 New
CIA
884
Capital Investment Advisors
Georgia
$1.8M -$987K -4,306 -33%
TAM
885
Tealwood Asset Management
Minnesota
$1.8M +$15.6K +68 +0.8%
HT
886
Headlands Technologies
Illinois
$1.79M +$2.03M +8,834 New
PI
887
PFG Investments
New York
$1.79M +$66.7K +291 +3%
CBTWT
888
Community Bank & Trust (Waco, Texas)
Texas
$1.79M -$39.7K -173 -2%
MA
889
Mutual Advisors
Nebraska
$1.78M -$261K -1,137 -11%
Verition Fund Management
890
Verition Fund Management
Connecticut
$1.78M -$2.31M -10,087 -53%
LOAMS
891
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.78M -$2.33M -10,179 -54%
AG
892
AlTi Global
New York
$1.77M -$559K -2,439 -22%
JFGIW
893
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.77M -$21.3K -93 -1%
MAM
894
Mystic Asset Management
Rhode Island
$1.77M
PDL
895
Portfolio Design Labs
California
$1.76M -$328K -1,430 -14%
ADMI
896
Albert D. Mason Inc
Massachusetts
$1.74M +$111K +485 +6%
CCM
897
Coldstream Capital Management
Washington
$1.73M +$39.2K +171 +2%
NL
898
NWAM LLC
Washington
$1.73M +$391K +1,705 +25%
TCWA
899
Turtle Creek Wealth Advisors
Texas
$1.72M +$528K +2,301 +37%
ZIC
900
ZWJ Investment Counsel
Georgia
$1.72M +$34.4K +150 +2%

ADP Hedge Fund Activity: Q1 2026 in Review

2,265 of the 8,129 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.

  • 2,265 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.