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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
KRSITF
701
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$782K
EWM
702
Evercore Wealth Management
New York
$780K
ECAM
703
East Coast Asset Management
Massachusetts
$779K
FCCM
704
First City Capital Management
Georgia
$777K
LF
705
Lee Financial
Texas
$775K
RIM
706
Redwood Investment Management
Arizona
$772K
AG
707
Advocate Group
Minnesota
$763K
PPC
708
Park Place Capital
Alabama
$762K
BG
709
Bollard Group
Massachusetts
$760K
FCM
710
Fieldview Capital Management
Michigan
$757K
SCM
711
Sterling Capital Management
North Carolina
$757K
CIA
712
Capital Investment Advisors
Georgia
$754K
AIM
713
Advyzon Investment Management
Illinois
$754K
WI
714
WBI Investments
New Jersey
$750K
LGF
715
LGT Group Foundation
Liechtenstein
$746K
RA
716
RFG Advisory
Alabama
$743K
GT
717
Greenleaf Trust
Michigan
$740K
DBFM
718
Dickmeyer Boyce Financial Management
Indiana
$737K
ECA
719
Elevated Capital Advisors
Utah
$735K
PCP
720
Perbak Capital Partners
United Kingdom
$733K
MWM
721
MOKAN Wealth Management
Kansas
$730K
SWM
722
Salvus Wealth Management
New Jersey
$729K
RCAG
723
Rehmann Capital Advisory Group
Michigan
$729K
AA
724
Advisory Alpha
Michigan
$728K
TCM
725
Tran Capital Management
California
$727K