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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
KWA
776
Kingswood Wealth Advisors
California
$600K
LIM
777
Leavell Investment Management
Alabama
$594K
SWA
778
SFMG Wealth Advisors
Texas
$593K
Luther King Capital Management (LKCM)
779
Luther King Capital Management (LKCM)
Texas
$590K
IWM
780
IHT Wealth Management
Illinois
$590K
BAM
781
BTS Asset Management
Massachusetts
$586K
GIP
782
Granite Investment Partners
California
$583K
CBT
783
Crews Bank & Trust
Florida
$583K
WTB
784
Washington Trust Bank
Washington
$580K
MP
785
Moment Partners
California
$579K
SBF
786
Sara-Bay Financial
Florida
$576K
S
787
Sunpointe
Missouri
$573K
TFG
788
Taylor Financial Group
Virginia
$572K
CFA
789
CWS Financial Advisors
Michigan
$569K
HIA
790
Harbor Investment Advisory
Maryland
$569K
RPC
791
Rossmore Private Capital
Connecticut
$565K
MSWM
792
Master's Wealth Management
Pennsylvania
$561K
SAI
793
Savvy Advisors Inc
New York
$558K
PWA
794
Provenance Wealth Advisors
Florida
$558K
Nomura Holdings
795
Nomura Holdings
Japan
$557K
MMPW
796
Mitchell McLeod Pugh & Williams
Alabama
$556K
JC
797
JBGlobal.com
New York
$555K
FTWA
798
Fifth Third Wealth Advisors
Ohio
$555K
Fidelity International
799
Fidelity International
Bermuda
$550K
JIC
800
Johnson Investment Counsel
Ohio
$548K