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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
AC
1301
AlphaCore Capital
California
$697K -$39.7K -173 -5%
NA
1302
Nautilus Advisors
California
$697K -$1.6K -7 -0.2%
AF
1303
Arrow Financial
New York
$697K -$14.4K -63 -2%
LSWP
1304
Liberty Square Wealth Partners
Pennsylvania
$697K +$17.9K +78 +2%
VV
1305
Verity & Verity
South Carolina
$692K -$101K -441 -11%
CAM
1306
Congress Asset Management
Massachusetts
$692K -$17.2K -75 -2%
AFT
1307
Alpha Family Trust
California
$691K +$180K +785 +30%
SFA
1308
Souders Financial Advisors
Ohio
$690K +$59.6K +260 +8%
VCA
1309
Verdence Capital Advisors
Maryland
$689K -$130K -567 -14%
AWA
1310
Argos Wealth Advisors
California
$687K -$535K -2,332 -41%
MCC
1311
Money Concepts Capital
Florida
$687K +$775K +3,379 New
DMBA
1312
Deseret Mutual Benefit Administrators
Utah
$686K +$441K +1,924 +133%
SAM
1313
Synergy Asset Management
Washington
$680K +$151K +657 +24%
SG
1314
StoneX Group
New York
$677K -$154K -671 -17%
FFM
1315
Forum Financial Management
Illinois
$675K -$438K -1,910 -36%
GC
1316
Grimes & Company
Massachusetts
$675K +$13.8K +60 +2%
AWA
1317
Ark Wealth Advisors
California
$675K +$218K +951 +40%
BL
1318
Balentine LLC
Georgia
$674K -$1.13M -4,927 -60%
CPIA
1319
Cornell Pochily Investment Advisors
New York
$673K
CRIG
1320
Charter Research & Investment Group
Connecticut
$672K
JWBC
1321
J.W. Burns & Co
New York
$672K
SQA
1322
Simon Quick Advisors
New Jersey
$671K -$136K -594 -15%
KIA
1323
Knollwood Investment Advisory
Maryland
$670K
HWMO
1324
Heritage Wealth Management (Ohio)
Ohio
$669K -$10.8K -47 -1%
BAM
1325
Belpointe Asset Management
Nevada
$668K +$59.6K +260 +9%

ADP Hedge Fund Activity: Q1 2026 in Review

2,265 of the 8,130 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.