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Paychex

1,487 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, 526 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 (-$5.9B)

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
1,487
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
ECM
651
Evergreen Capital Management
Washington
$983K
CPWA
652
Cerro Pacific Wealth Advisors
California
$982K
EWM
653
EPG Wealth Management
Georgia
$962K
WB
654
Webster Bank
Connecticut
$962K
AF
655
Alerus Financial
North Dakota
$961K
LIM
656
Loudon Investment Management
New Hampshire
$956K
NMIMC
657
Northwestern Mutual Investment Management Company
Wisconsin
$952K
OHWP
658
Oak Harbor Wealth Partners
North Carolina
$946K
HH
659
Hilltop Holdings
Texas
$942K
PPA
660
Pacific Point Advisors
California
$931K
CUAMC
661
China Universal Asset Management Company
China
$930K
SWP
662
Sagespring Wealth Partners
Tennessee
$916K
GSB
663
Greenfield Savings Bank
Massachusetts
$911K
CFG
664
Citizens Financial Group
Rhode Island
$903K
FLPIM
665
F.L. Putnam Investment Management
Massachusetts
$899K
ACM
666
Aster Capital Management
United Arab Emirates
$897K
DWM
667
Diversify Wealth Management
Utah
$895K
IA
668
IFP Advisors
Florida
$894K
JFGIW
669
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$890K
CSIC
670
Clifford Swan Investment Counsel
California
$888K
MMEA
671
Main Management ETF Advisors
California
$875K
VA
672
Valmark Advisers
Ohio
$875K
VI
673
Vestcor Inc
New Brunswick, Canada
$872K
DILIC
674
Dai-ichi Life Insurance Company
Japan
$870K
BBHC
675
Brown Brothers Harriman & Co
New York
$866K