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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
TCM
2076
Triumph Capital Management
Colorado
$55.3K +$1.83K +8 +3%
DWM
2077
Darwin Wealth Management
Florida
$55.3K
RFG
2078
REAP Financial Group
Texas
$55.1K +$12.6K +55 +25%
CWM
2079
Copia Wealth Management
Oregon
$54.9K
MTIC
2080
Missouri Trust & Investment Company
Missouri
$54.9K
PK
2081
Pflug Koory
Nebraska
$54.2K
GJIA
2082
Glass Jacobson Investment Advisors
Maryland
$53.7K -$4.13K -18 -6%
SVWA
2083
Sarver Vrooman Wealth Advisors
Missouri
$53.6K
AWM
2084
Activest Wealth Management
Florida
$53.4K +$21.6K +94 +56%
W
2085
WealthCollab
Washington
$53.2K
LWM
2086
Lodestone Wealth Management
Washington
$52.6K -$5.04K -22 -8%
RL
2087
Rogco LP
Oklahoma
$51.2K
GKIM
2088
GW&K Investment Management
Massachusetts
$51K +$7.11K +31 +14%
VWA
2089
VSM Wealth Advisory
Maryland
$49.1K +$229 +1 +0.4%
TAR
2090
Trask Adam Roland
$48.8K +$55K +240 New
WA
2091
WPG Advisers
Maryland
$48.4K -$2.29K -10 -4%
CMP
2092
Coston McIsaac & Partners
Maine
$48K -$13.5K -59 -20%
ACA
2093
Atlas Capital Advisors
Wyoming
$48K +$54.1K +236 New
HIMS
2094
Hager Investment Management Services
New Hampshire
$47.7K
RTL
2095
Red Tortoise LLC
Georgia
$47.5K -$1.83K -8 -3%
VERPA
2096
Virginia Estate & Retirement Planning Advisors
Virginia
$47.3K +$53.4K +233 New
YAL
2097
Your Advocates Ltd
Texas
$46.1K
OW
2098
Olistico Wealth
Oklahoma
$45K -$11.5K -50 -18%
GA
2099
GoalVest Advisory
New York
$44.1K -$13.8K -60 -22%
AWA
2100
Acumen Wealth Advisors
Tennessee
$44K -$2.52K -11 -5%

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.