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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
WAG
2101
Wilkerson Advisory Group
Missouri
$43.7K +$17K +74 +52%
FCT
2102
First Community Trust
Iowa
$42.9K
AWM
2103
Abound Wealth Management
Tennessee
$42.5K +$19K +83 +66%
MSFP
2104
Mark Sheptoff Financial Planning
Connecticut
$42.1K
AG
2105
AmeriFlex Group
Nevada
$41.9K +$229 +1 +0.5%
CFFP
2106
Center for Financial Planning
Michigan
$41.7K
CW
2107
Curio Wealth
Maryland
$41K +$459 +2 +1%
BIA
2108
Bell Investment Advisors
California
$40.8K -$22.2K -97 -33%
OCM
2109
Osbon Capital Management
Massachusetts
$40.8K
RWM
2110
Rialto Wealth Management
New York
$39.2K +$4.82K +21 +12%
TFGT
2111
TS Financial Group (TSFG)
Illinois
$39K +$229 +1 +0.5%
WA
2112
Walsh & Associates
Florida
$37.8K
JWM
2113
JPL Wealth Management
Colorado
$36.8K +$41.5K +181 New
CCA
2114
Catalyst Capital Advisors
New York
$36.8K -$113K -494 -73%
HWA
2115
HHM Wealth Advisors
Tennessee
$36.2K +$12.2K +53 +42%
FMTCOCP
2116
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$36K
HC
2117
Hoese & Co
Minnesota
$35.6K
EA
2118
Evolution Advisers
Virginia
$35K
SR
2119
Swiss Re
Switzerland
$34.1K
Loomis, Sayles & Company
2120
Loomis, Sayles & Company
Massachusetts
$33.5K -$82.1K -358 -68%
AAG
2121
Armstrong Advisory Group
Massachusetts
$33.3K
TWD
2122
True Wealth Design
Ohio
$33.1K +$31.4K +137 +527%
IRAG
2123
Investment Research & Advisory Group
Georgia
$32.7K
NEWAS
2124
N.E.W. Advisory Services
Wisconsin
$31.4K +$229 +1 +0.6%
SEP
2125
Signature Equity Partners
Ohio
$31.2K -$36.2K -158 -51%

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.