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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
SWIM
2001
Smallwood Wealth Investment Management
New Jersey
$128K
CW
2002
CrossGen Wealth
North Carolina
$128K -$4.82K -21 -3%
BP
2003
BNP Paribas
France
$127K +$57.1K +249 +66%
SN
2004
Sittner & Nelson
Oregon
$127K
DI
2005
DAGCO Inc
Ohio
$126K
GFA
2006
Godfrey Financial Associates
New York
$122K
GIM
2007
Generali Investments Management
Slovenia
$121K -$784K -3,417 -85%
PWM
2008
Peck Wealth Management
New York
$115K
HNB
2009
Hilltop National Bank
Wyoming
$115K -$11.5K -50 -8%
BAM
2010
Byrne Asset Management
New Jersey
$113K -$81.2K -354 -39%
FCG
2011
Financial Connections Group
California
$111K
SIA
2012
Strategic Investment Advisors
Michigan
$110K +$124K +542 New
MSWA
2013
Marshall & Sterling Wealth Advisors
New York
$110K
GCP
2014
Gill Capital Partners
Colorado
$110K +$124K +540 New
JGIA
2015
Jackson Grant Investment Advisers
Connecticut
$110K +$688 +3 +0.6%
HPBT
2016
Hickory Point Bank & Trust
Illinois
$109K +$123K +538 New
CFD
2017
Creative Financial Designs
Indiana
$109K -$7.8K -34 -6%
CCMI
2018
Creative Capital Management Investments
California
$109K
AA
2019
Addison Advisors
Vermont
$107K -$3.9K -17 -3%
SL
2020
Salomon & Ludwin
Virginia
$107K -$3.21K -14 -3%
TFIPS
2021
Towarzystwo Funduszy Inwestycyjnych PZU SA
$106K
SWA
2022
SOA Wealth Advisors
New York
$105K -$1.83K -8 -2%
CH
2023
Canton Hathaway
Rhode Island
$103K -$11.5K -50 -9%
ICCON
2024
Investment Counsel Company of Nevada
Nevada
$102K
OCWP
2025
Owl Creek Wealth Partners
Colorado
$101K +$114K +499 New

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.