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Paychex

1,486 hedge funds and large institutions have $26.4B invested in Paychex in 2026 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 609 increasing their positions, 525 reducing their positions, and 209 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 (-$5.93B)

30% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 209

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
1,486
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
WANY
576
Wealthspire Advisors (New York)
New York
$1.29M
CA
577
Clearstead Advisors
Ohio
$1.27M
PAM
578
Palisade Asset Management
Minnesota
$1.25M
PCIA
579
Prime Capital Investment Advisors
Kansas
$1.25M
SEM
580
Suncoast Equity Management
Florida
$1.24M
CRI
581
Commonwealth Retirement Investments
Virginia
$1.24M
SFFS
582
Stonehage Fleming Financial Services
Jersey
$1.24M
BPA
583
Beacon Pointe Advisors
California
$1.23M
LWP
584
LMG Wealth Partners
Louisiana
$1.22M
LA
585
LBP AM
France
$1.22M
KRS
586
Kentucky Retirement Systems
Kentucky
$1.22M
SIAP
587
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.22M
MSE
588
MUFG Securities EMEA
United Kingdom
$1.22M
TSS
589
Thomas Story & Son
Indiana
$1.22M
RWM
590
Ritholtz Wealth Management
New York
$1.21M
CPIA
591
Cornell Pochily Investment Advisors
New York
$1.21M
BHPW
592
Beverly Hills Private Wealth
California
$1.21M
S
593
SignatureFD
Georgia
$1.21M
EWA
594
EP Wealth Advisors
California
$1.21M
SIA
595
Strategic Investment Advisors
Michigan
$1.2M
CA
596
CoreCap Advisors
Michigan
$1.2M
AP
597
Atwood & Palmer
Missouri
$1.19M
IP
598
Intellectus Partners
California
$1.19M
MMA
599
Miracle Mile Advisors
California
$1.18M
WWM
600
Western Wealth Management
Colorado
$1.17M