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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
KSB
1326
Kennebec Savings Bank
Maine
$666K -$41.3K -180 -5%
MFGM
1327
Marshall Financial Group (Maryland)
Maryland
$665K +$15.8K +69 +2%
MWM
1328
MOKAN Wealth Management
Kansas
$663K -$416K -1,813 -36%
ATC
1329
Adirondack Trust Company
New York
$661K -$41.3K -180 -5%
GS
1330
GTS Securities
New York
$657K -$395K -1,723 -35%
CP
1331
Cornerstone Planning
North Carolina
$655K -$2.14M -9,352 -74%
BWP
1332
BSW Wealth Partners
Colorado
$655K -$114K -498 -13%
JAG
1333
Journey Advisory Group
Kentucky
$655K -$3.27M -14,271 -82%
AI
1334
Atom Investors
Texas
$653K +$737K +3,216 New
BCM
1335
Boltwood Capital Management
California
$652K
KWA
1336
Kingswood Wealth Advisors
California
$652K -$23.2K -101 -3%
SC
1337
Sapient Capital
Indiana
$648K +$404K +1,764 +126%
RI
1338
Ridgewood Investments
New Jersey
$644K +$727K +3,169 New
BWM
1339
BankPlus Wealth Management
Mississippi
$643K +$33.2K +145 +5%
SS
1340
Sunbelt Securities
Texas
$642K -$260K -1,136 -26%
KCFA
1341
Key Client Fiduciary Advisors
New Jersey
$641K -$4.59K -20 -0.6%
GFG
1342
Goldstone Financial Group
Illinois
$640K +$13.3K +58 +2%
FDCP
1343
Foster Dykema Cabot & Partners
Massachusetts
$640K -$45.9K -200 -6%
FSAG
1344
Financial Solutions Advisory Group
Illinois
$639K +$721K +3,146 New
MP
1345
Moment Partners
California
$637K -$2.06K -9 -0.3%
AHC
1346
Adell Harriman & Carpenter
Texas
$637K -$11.5K -50 -2%
TCOTS
1347
Trust Company of the South
North Carolina
$633K
EFG
1348
Ethos Financial Group
Pennsylvania
$632K +$31.2K +136 +5%
BIM
1349
Baldwin Investment Management
Pennsylvania
$631K
AWC
1350
Abundance Wealth Counselors
Pennsylvania
$631K +$111K +482 +18%

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.