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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
LCM
751
Leisure Capital Management
California
$654K
VWM
752
Venturi Wealth Management
Texas
$654K
SC
753
Syon Capital
California
$649K
SAM
754
S.A. Mason
Michigan
$649K
HPC
755
HM Payson & Co
Maine
$647K
RFG
756
Range Financial Group
Oregon
$646K
MCP
757
Martin Capital Partners
Oregon
$645K
TA
758
TCM Advisors
West Virginia
$645K
BHCL
759
Bull Harbor Capital LLC
Maryland
$644K
DP
760
Dearborn Partners
Illinois
$643K
Vontobel Holding
761
Vontobel Holding
Switzerland
$636K
KFA
762
Kapstone Financial Advisors
Ohio
$631K
RI
763
Ridgewood Investments
New Jersey
$628K
AUB
764
Atlantic Union Bankshares
Virginia
$625K
AWA
765
Ark Wealth Advisors
California
$623K
UWP
766
Uniting Wealth Partners
Kansas
$622K
GWMR
767
GC Wealth Management RIA
Massachusetts
$617K
FNA
768
First National Advisers
Nebraska
$615K
CBA
769
Coastal Bridge Advisors
Connecticut
$612K
BFA
770
Beacon Financial Advisory
Ohio
$612K
CSI
771
Cross Staff Investments
New York
$610K
WC
772
Westerkirk Capital
$608K
RWP
773
RWA Wealth Partners
Massachusetts
$607K
EPW
774
Evolve Private Wealth
California
$606K
MYAM
775
Meiji Yasuda Asset Management
Japan
$603K