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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
AW
2026
Ankerstar Wealth
Texas
$101K +$72.5K +316 +180%
CG
2027
Curat Global
New Hampshire
$99.6K -$18.3K -80 -14%
TLA
2028
Tanglewood Legacy Advisors
Texas
$99.5K
GCM
2029
Gables Capital Management
Florida
$97.5K
CSC
2030
Caldwell Sutter Capital
California
$96.5K
ME
2031
McIlrath & Eck
Washington
$95.9K
C
2032
Covestor
United Kingdom
$94K -$30.5K -133 -22%
CTWM
2033
Cherry Tree Wealth Management
Minnesota
$92.2K
PS
2034
Pinney & Scofield
Massachusetts
$91.4K
PPC
2035
Park Place Capital
Alabama
$91.4K +$18.1K +79 +21%
FFC
2036
First Financial Corp
Indiana
$90.2K -$2.29K -10 -2%
RMP
2037
Richards, Merrill & Peterson
Washington
$90K +$9.63K +42 +10%
VR
2038
Vision Retirement
New Jersey
$89.6K -$22.9K -100 -18%
GSWM
2039
Golden State Wealth Management
California
$88K -$3.21K -14 -3%
HIM
2040
Hillsdale Investment Management
Ontario, Canada
$85.3K
KC
2041
Knuff & Co
California
$83.9K
DPW
2042
DiNuzzo Private Wealth
Pennsylvania
$83.5K -$2.29K -10 -2%
FNWA
2043
Financial Network Wealth Advisors
Utah
$82.5K -$8.48K -37 -8%
TBFA
2044
Three Bearings Fiduciary Advisors
New Hampshire
$82K
RDFA
2045
Ritter Daniher Financial Advisory
Ohio
$81.7K +$229 +1 +0.2%
CWM
2046
Cranbrook Wealth Management
Michigan
$81.6K
RCM
2047
Richardson Capital Management
Wisconsin
$81.3K
BMC
2048
Bear Mountain Capital
Washington
$80.9K
RFS
2049
Richardson Financial Services
Massachusetts
$79.7K -$39.7K -173 -31%
UBP
2050
Union Bancaire Privee
Switzerland
$77.8K +$52.7K +230 +85%

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.