We are live on ! Find out more
ADP icon

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
DWM
1576
Destination Wealth Management
California
$395K +$10.1K +44 +2%
WG
1577
Welch Group
Alabama
$392K -$5.04K -22 -1%
NIA
1578
NIA Impact Advisors
California
$391K -$1.06M -4,607 -71%
OFO
1579
OneAscent Family Office
Alabama
$391K +$58K +253 +15%
M
1580
MOTCO
Texas
$391K -$434K -1,891 -50%
AWMNY
1581
Arcadia Wealth Management (New York)
New York
$390K
CPWA
1582
Cerro Pacific Wealth Advisors
California
$390K -$127K -553 -22%
RFG
1583
Range Financial Group
Oregon
$390K +$110K +480 +33%
LC
1584
Lawood & Co
Pennsylvania
$386K
HL
1585
HeadInvest LLC
Maine
$386K +$1.15K +5 +0.3%
FWA
1586
FSM Wealth Advisors
Ohio
$385K +$52.7K +230 +14%
CAM
1587
Chesapeake Asset Management
New York
$383K -$5.73K -25 -1%
EFA
1588
Evernest Financial Advisors
Indiana
$382K -$60.1K -262 -12%
WP
1589
WealthShield Partners
North Carolina
$382K -$688 -3 -0.2%
CIAS
1590
Capital Investment Advisory Services
North Carolina
$381K -$22.5K -98 -5%
FWA
1591
Flagship Wealth Advisors
Massachusetts
$380K -$138K -600 -33%
EW
1592
Evoke Wealth
California
$379K -$1.12M -4,869 -73%
AT
1593
Avalon Trust
New Mexico
$378K -$18.1K -79 -4%
WPIC
1594
White Pine Investment Company
Michigan
$377K -$57.3K -250 -12%
CSWG
1595
Cardinal Strategic Wealth Guidance
Kentucky
$377K +$229 +1 +0.1%
NRG
1596
Nemes Rush Group
Michigan
$377K -$5.5K -24 -1%
MCM
1597
Maple Capital Management
Vermont
$376K -$94.7K -413 -18%
MA
1598
McGrath & Associates
North Carolina
$374K
ZIG
1599
Zullo Investment Group
Pennsylvania
$374K -$10.1K -44 -2%
CPA
1600
Capital Performance Advisors
California
$372K +$99.1K +432 +31%

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.