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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
JC
801
JBGlobal.com
New York
$555K
FTWA
802
Fifth Third Wealth Advisors
Ohio
$555K
Fidelity International
803
Fidelity International
Bermuda
$550K
JIC
804
Johnson Investment Counsel
Ohio
$548K
IPAM
805
ICICI Prudential Asset Management
India
$548K
BOJHT
806
Bank of Jackson Hole Trust
Wyoming
$547K
EWA
807
EverSource Wealth Advisors
Alabama
$546K
CSP
808
Cary Street Partners
Virginia
$546K
TCWA
809
Turtle Creek Wealth Advisors
Texas
$543K
BTC
810
Bank & Trust Company
Illinois
$542K
PDM
811
Penn Davis McFarland
Texas
$542K
FC
812
FORA Capital
Florida
$542K
SHFA
813
SC&H Financial Advisors
Maryland
$541K
FMII
814
Farmers & Merchants Investments Inc
Nebraska
$535K
WAP
815
Wealthcare Advisory Partners
Pennsylvania
$535K
IAA
816
Independent Advisor Alliance
North Carolina
$534K
OAM
817
Ostrum Asset Management
France
$531K
IB
818
Intrust Bank
Kansas
$529K
HIP
819
HUB Investment Partners
Texas
$529K
BMO
820
Beck Mack & Oliver
New York
$528K
FWM
821
Forza Wealth Management
Florida
$528K
BHBT
822
Burke & Herbert Bank & Trust
Virginia
$526K
GWM
823
Geneos Wealth Management
Colorado
$525K
KFA
824
Krane Funds Advisors
New York
$525K
MO
825
McMillan Office
Michigan
$524K