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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
FWP
1876
Falcon Wealth Planning
California
$231K +$53K +231 +25%
PWMG
1877
Private Wealth Management Group
New Jersey
$231K -$42.2K -184 -14%
NFGCM
1878
Norman Fields Gottscho Capital Management
New York
$231K
BFG
1879
Beacon Financial Group
Texas
$230K -$32.1K -140 -11%
GCM
1880
G2 Capital Management
Ohio
$230K +$259K +1,131 New
BFA
1881
Brendel Financial Advisors
New Hampshire
$230K
LS
1882
Leelyn Smith
Illinois
$229K +$259K +1,129 New
PFM
1883
Phillips Financial Management
Indiana
$229K -$37.6K -164 -13%
OFG
1884
Oxford Financial Group
Indiana
$227K -$377K -1,645 -60%
RWM
1885
Rockline Wealth Management
New York
$227K -$2.91M -12,700 -92%
4WM
1886
49 Wealth Management
Texas
$225K -$5.27K -23 -2%
AFP
1887
Ausdal Financial Partners
Iowa
$224K +$29.6K +129 +13%
OL
1888
OneFund LLC
Florida
$224K -$11.7K -51 -4%
PCS
1889
Personal CFO Solutions
New Jersey
$224K -$25.5K -111 -9%
FNA
1890
First National Advisers
Nebraska
$224K +$2.06K +9 +0.8%
1IA
1891
1834 Investment Advisors
Wisconsin
$223K
AIM
1892
AMI Investment Management
Indiana
$223K
SI
1893
Sava Infond
Slovenia
$223K
JIG
1894
Junk Investment Group
Maryland
$223K +$252K +1,100 New
PCA
1895
Peddock Capital Advisors
Massachusetts
$223K -$1.6K -7 -0.6%
PWM
1896
Partners Wealth Management
California
$221K
WG
1897
Wellington Group
Indiana
$221K -$46.5K -203 -16%
GRWP
1898
Green Ridge Wealth Planning
New Jersey
$220K +$229 +1 +0.1%
DWM
1899
Drive Wealth Management
Utah
$220K -$152K -665 -38%
EWM
1900
EPG Wealth Management
Georgia
$219K -$22.5K -98 -8%

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.