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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
IAAG
1901
Innovative Asset Advisors Group
Connecticut
$218K +$245K +1,067 New
VCP
1902
Verus Capital Partners
Arizona
$218K -$21.3K -93 -8%
IFS
1903
Ifrah Financial Services
Arkansas
$218K -$2.98K -13 -1%
AOWM
1904
Alpha Omega Wealth Management
Virginia
$218K +$2.52K +11 +1%
CFO
1905
CVA Family Office
Colorado
$217K +$65.1K +284 +36%
HKIMG
1906
Hutchens & Kramer Investment Management Group
Indiana
$216K -$475K -2,070 -66%
KCP
1907
Kera Capital Partners
California
$216K +$244K +1,062 New
WMA
1908
West Michigan Advisors
Michigan
$216K +$241K +1,053 New
AWM
1909
Act Wealth Management
Texas
$215K
IFO
1910
Independent Family Office
New York
$215K
WCM
1911
Wedge Capital Management
North Carolina
$215K +$51.4K +224 +27%
WFA
1912
Websterrogers Financial Advisors
South Carolina
$215K -$8.94K -39 -4%
AMM
1913
American Money Management
California
$214K -$35.3K -154 -13%
CA
1914
Carson Advisory
Georgia
$214K +$459 +2 +0.2%
HFP
1915
Holistic Financial Partners
Indiana
$214K +$241K +1,051 New
AMCA
1916
Arthur M. Cohen & Associates
Illinois
$213K
TAM
1917
Trillium Asset Management
Massachusetts
$213K +$57.8K +252 +32%
TWM
1918
Thrive Wealth Management
Pennsylvania
$213K -$22.2K -97 -8%
CH
1919
Cromwell Holdings
Wyoming
$213K -$3.67K -16 -2%
LOWM
1920
Laurel Oak Wealth Management
New Jersey
$213K -$197K -858 -45%
EWM
1921
Endowment Wealth Management
Wisconsin
$213K +$10.3K +45 +4%
SCM
1922
Stonehearth Capital Management
Massachusetts
$213K
MCM
1923
MV Capital Management
Maryland
$212K -$13.1K -57 -5%
DWP
1924
Destiny Wealth Partners
Florida
$211K +$238K +1,040 New
AC
1925
Asio Capital
Kentucky
$211K

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.