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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
WC
776
Westerkirk Capital
$608K
RWP
777
RWA Wealth Partners
Massachusetts
$607K
EPW
778
Evolve Private Wealth
California
$606K
MYAM
779
Meiji Yasuda Asset Management
Japan
$603K
KWA
780
Kingswood Wealth Advisors
California
$600K
LIM
781
Leavell Investment Management
Alabama
$594K
SWA
782
SFMG Wealth Advisors
Texas
$593K
Luther King Capital Management (LKCM)
783
Luther King Capital Management (LKCM)
Texas
$590K
IWM
784
IHT Wealth Management
Illinois
$590K
BAM
785
BTS Asset Management
Massachusetts
$586K
GIP
786
Granite Investment Partners
California
$583K
CBT
787
Crews Bank & Trust
Florida
$583K
WTB
788
Washington Trust Bank
Washington
$580K
MP
789
Moment Partners
California
$579K
SBF
790
Sara-Bay Financial
Florida
$576K
S
791
Sunpointe
Missouri
$573K
TFG
792
Taylor Financial Group
Virginia
$572K
CFA
793
CWS Financial Advisors
Michigan
$569K
HIA
794
Harbor Investment Advisory
Maryland
$569K
RPC
795
Rossmore Private Capital
Connecticut
$565K
MSWM
796
Master's Wealth Management
Pennsylvania
$561K
SAI
797
Savvy Advisors Inc
New York
$558K
PWA
798
Provenance Wealth Advisors
Florida
$558K
Nomura Holdings
799
Nomura Holdings
Japan
$557K
MMPW
800
Mitchell McLeod Pugh & Williams
Alabama
$556K