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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
CM
2051
Capula Management
Cayman Islands
$76.6K -$70.2K -306 -45%
API
2052
Asset Planning Inc
California
$76.2K
MHR
2053
Matthew Hamilton Rosenberg
$72.9K -$7.11K -31 -8%
SWP
2054
Strategic Wealth Partners
Ohio
$71.9K +$39K +170 +92%
MWA
2055
Medallion Wealth Advisors
Connecticut
$71.7K
TTIC
2056
Tower Trust & Investment Company
Iowa
$71.1K
WOSD
2057
WFA of San Diego
California
$70.1K -$8.03K -35 -9%
CPG
2058
Cornerstone Planning Group
New Jersey
$69.8K +$14.4K +63 +23%
SCM
2059
Silvant Capital Management
Georgia
$68.7K
IWP
2060
IAG Wealth Partners
Wisconsin
$67.6K +$229 +1 +0.3%
HWP
2061
Highline Wealth Partners
California
$67.1K +$70.4K +307 +1,335%
TCM
2062
Tradewinds Capital Management
Washington
$66.4K +$459 +2 +0.6%
VWA
2063
Valued Wealth Advisors
Utah
$66.3K -$10.3K -45 -12%
CFS
2064
CGC Financial Services
Oregon
$65.6K -$26.6K -116 -26%
SWA
2065
Strategic Wealth Advisors
Arizona
$64K -$44.5K -194 -38%
ITIM
2066
Indiana Trust & Investment Management
Indiana
$63.8K -$3.21K -14 -4%
OWA
2067
Opal Wealth Advisors
New York
$63K +$71.1K +310 New
CA
2068
Cache Advisors
California
$61K +$68.8K +300 New
MAM
2069
Morse Asset Management
Connecticut
$59.9K -$4.82K -21 -7%
TPWA
2070
Twin Peaks Wealth Advisors
California
$59.3K +$67K +292 New
JFA
2071
JNBA Financial Advisors
Minnesota
$58.7K
BGAI
2072
Bruce G. Allen Investments
Colorado
$57.3K -$10.5K -46 -14%
RF
2073
Rossby Financial
Florida
$57K +$26.6K +116 +69%
OA
2074
Operose Advisors
Wisconsin
$56.3K +$15.4K +67 +32%
CFG
2075
Chapman Financial Group
Hawaii
$55.9K

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.