We are live on ! Find out more
ADP icon

Automatic Data Processing
ADP

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: 2,399 → 2,265 (-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: 41 → 29 (-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

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$2.1B
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$653M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$626M
4
Two Sigma Investments
Two Sigma Investments
New York
+$294M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$257M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$907M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$724M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$437M
4
Ameriprise
Ameriprise
Minnesota
-$254M
5
BlackRock
BlackRock
New York
-$239M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1926
Plante Moran Financial Advisors
Michigan
$211K – – –
KAM
1927
Knightsbridge Asset Management
California
$210K -$49.3K -215 -17%
TCM
1928
Telos Capital Management
California
$209K +$8.26K +36 +4%
FG
1929
Foster Group
Iowa
$209K +$31.4K +137 +15%
CP
1930
Clarendon Private
Massachusetts
$209K +$236K +1,028 New
RTC
1931
Real Talk Capital
Tennessee
$209K +$14.2K +62 +6%
CFCS
1932
CDM Financial Counseling Services
Connecticut
$208K – – –
CF
1933
Clarity Financial
Texas
$207K – – –
PWP
1934
Parkwoods Wealth Partners
New York
$207K -$1.6K -7 -0.7%
BFPW
1935
BOK Financial Private Wealth
Colorado
$206K – – –
XWM
1936
Xcel Wealth Management
Florida
$206K -$45.9K -200 -16%
PWAM
1937
Papamarkou Wellner Asset Management
New York
$206K -$7.8K -34 -3%
SAM
1938
Stembrook Asset Management
New Jersey
$206K – – –
RIM
1939
Reliant Investment Management
Tennessee
$205K – – –
PFG
1940
Prosperity Financial Group
California
$205K +$30.5K +133 +15%
GCM
1941
GKV Capital Management
California
$203K – – –
MFC
1942
Mechanics Financial Corp
Ohio
$203K – – –
MCM
1943
Mill Capital Management
North Carolina
$203K – – –
TIM
1944
Thompson Investment Management
Wisconsin
$203K – – –
CB
1945
CNB Bank
Pennsylvania
$203K +$11.9K +52 +5%
AIM
1946
Avity Investment Management
Connecticut
$203K – – –
SLWA
1947
San Luis Wealth Advisors
California
$203K +$459 +2 +0.2%
JIP
1948
Jaffetilchin Investment Partners
Florida
$202K +$1.38K +6 +0.6%
SFC
1949
SYM Financial Corp
Indiana
$202K +$43.1K +188 +23%
FB
1950
First Bancorp
Maine
$202K – – –
76 77
78
79 80

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.