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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
PRTG
651
Post Resch Tallon Group
New York
$986K
HNB
652
Huntington National Bank
Ohio
$985K
ECM
653
Evergreen Capital Management
Washington
$983K
CPWA
654
Cerro Pacific Wealth Advisors
California
$982K
EWM
655
EPG Wealth Management
Georgia
$962K
WB
656
Webster Bank
Connecticut
$962K
AF
657
Alerus Financial
North Dakota
$961K
LIM
658
Loudon Investment Management
New Hampshire
$956K
NMIMC
659
Northwestern Mutual Investment Management Company
Wisconsin
$952K
OHWP
660
Oak Harbor Wealth Partners
North Carolina
$946K
HH
661
Hilltop Holdings
Texas
$942K
PPA
662
Pacific Point Advisors
California
$931K
CUAMC
663
China Universal Asset Management Company
China
$930K
SWP
664
Sagespring Wealth Partners
Tennessee
$916K
GSB
665
Greenfield Savings Bank
Massachusetts
$911K
CFG
666
Citizens Financial Group
Rhode Island
$903K
FLPIM
667
F.L. Putnam Investment Management
Massachusetts
$899K
ACM
668
Aster Capital Management
United Arab Emirates
$897K
DWM
669
Diversify Wealth Management
Utah
$895K
IA
670
IFP Advisors
Florida
$894K
JFGIW
671
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$890K
CSIC
672
Clifford Swan Investment Counsel
California
$888K
MMEA
673
Main Management ETF Advisors
California
$875K
VA
674
Valmark Advisers
Ohio
$875K
VI
675
Vestcor Inc
New Brunswick, Canada
$872K