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Paychex

1,496 hedge funds and large institutions have $26.4B invested in Paychex in 2026 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 613 increasing their positions, 529 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

18% less capital invested

Capital invested by funds: $32.3B → $26.4B (-$5.9B)

30% less first-time investments, than exits

New positions opened: 149 | Existing positions closed: 213

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
1,496
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$182M
Puts
$149M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
501
Sequoia Financial Advisors
Ohio
$1.69M
AG
502
Ascent Group
Virginia
$1.68M
HIMCH
503
Hartford Investment Management Co (HIMCO)
Connecticut
$1.68M
HCP
504
Holt Capital Partners
Texas
$1.67M
PCMF
505
Private Capital Management (Florida)
Florida
$1.66M
Allspring Global Investments
506
Allspring Global Investments
North Carolina
$1.66M
WA
507
Wealth Alliance
New York
$1.66M
FNT
508
First National Trust
Pennsylvania
$1.66M
GAM
509
Griffin Asset Management
New York
$1.65M
YIA
510
YHB Investment Advisors
Connecticut
$1.64M
AAIS
511
ABN AMRO Investment Solutions
$1.64M
DF
512
Donoghue Forlines
Massachusetts
$1.63M
IBOK
513
Independence Bank of Kentucky
Kentucky
$1.63M
HCM
514
Howland Capital Management
Massachusetts
$1.63M
GL
515
GHE LLC
Tennessee
$1.63M
CPIG
516
Chicago Partners Investment Group
Illinois
$1.62M
CWA
517
Carolina Wealth Advisors
South Carolina
$1.61M
LA
518
LVW Advisors
New York
$1.61M
AWA
519
ARQ Wealth Advisors
Arizona
$1.6M
BAMF
520
BI Asset Management Fondsmaeglerselskab
Denmark
$1.6M
UAS
521
United Asset Strategies
New York
$1.6M
EFMC
522
Empire Financial Management Company
New York
$1.6M
MGP
523
Metis Global Partners
California
$1.59M
WS
524
Wedbush Securities
California
$1.59M
PIM
525
Plato Investment Management
Australia
$1.59M