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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
OL
1851
Optas LLC
Texas
$240K -$131K -573 -33%
WCFA
1852
Walkner Condon Financial Advisors
Wisconsin
$240K -$5.27K -23 -2%
AWM
1853
Austin Wealth Management
Texas
$240K -$5.5K -24 -2%
SFG
1854
SNS Financial Group
Minnesota
$240K -$14.9K -65 -5%
CB
1855
Centennial Bank
Arkansas
$239K
CVM
1856
Cheviot Value Management
California
$239K
LI
1857
LRI Investments
Florida
$239K +$15.8K +69 +6%
PC
1858
PCB Capital
New Jersey
$239K +$269K +1,174 New
GWAM
1859
Guardian Wealth Advisors (Minnesota)
Minnesota
$238K +$16.3K +71 +6%
SFG
1860
Sunburst Financial Group
Alabama
$238K -$29.8K -130 -10%
CA
1861
COFG Advisors
Illinois
$237K -$9.63K -42 -3%
APG
1862
Abacus Planning Group
South Carolina
$237K -$32.3K -141 -11%
MWA
1863
Martel Wealth Advisors
Washington
$237K +$17.9K +78 +7%
AT
1864
American Trust
Kentucky
$237K -$4.36K -19 -2%
ACS
1865
Archford Capital Strategies
Illinois
$236K +$48.6K +212 +22%
CFGSD
1866
Compass Financial Group (South Dakota)
South Dakota
$236K
IWM
1867
Integris Wealth Management
California
$235K
FCM
1868
Fourpath Capital Management
Oklahoma
$235K +$2.29K +10 +0.9%
AP
1869
Arlington Partners
Alabama
$235K +$265K +1,155 New
OWP
1870
Obermeyer Wealth Partners
Colorado
$234K -$22.5K -98 -8%
GWANC
1871
Guardian Wealth Advisors (North Carolina)
North Carolina
$233K -$12.6K -55 -5%
DIA
1872
Dana Investment Advisors
Wisconsin
$232K -$92.2K -402 -26%
FMLI
1873
Fukoku Mutual Life Insurance
Japan
$232K
DI
1874
Disciplined Investors
Texas
$231K +$7.11K +31 +3%
SAM
1875
Summit Asset Management
Tennessee
$231K

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.