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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
SWM
726
Salvus Wealth Management
New Jersey
$729K
RCAG
727
Rehmann Capital Advisory Group
Michigan
$729K
AA
728
Advisory Alpha
Michigan
$728K
TCM
729
Tran Capital Management
California
$727K
PAG
730
Powers Advisory Group
Illinois
$720K
BSB
731
Bangor Savings Bank
Maine
$718K
AC
732
AlphaCore Capital
California
$709K
PGFC
733
Peapack-Gladstone Financial Corp
New Jersey
$706K
ATC
734
Argent Trust Co
Tennessee
$703K
HR
735
Howe & Rusling
New York
$702K
MC
736
Moors & Cabot
Massachusetts
$699K
EFS
737
Essex Financial Services
Connecticut
$695K
BRM
738
Boston Research & Management
Massachusetts
$695K
TWC
739
TD Waterhouse Canada
Ontario, Canada
$695K
EI
740
Ellevest Inc
New York
$691K
AWM
741
Arista Wealth Management
Nevada
$688K
KF
742
Krilogy Financial
Missouri
$686K
OCBCO
743
Oversea-Chinese Banking Corp (OCBC)
Singapore
$686K
HNB
744
Hilltop National Bank
Wyoming
$685K
PAM
745
Panagora Asset Management
Massachusetts
$683K
HBT
746
Hills Bank & Trust
Iowa
$678K
GIP
747
Greatmark Investment Partners
Georgia
$678K
RL
748
Rogco LP
Oklahoma
$671K
DWP
749
Daymark Wealth Partners
Ohio
$670K
HIP
750
Harrell Investment Partners
Texas
$668K