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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
IPAM
801
ICICI Prudential Asset Management
India
$548K
BOJHT
802
Bank of Jackson Hole Trust
Wyoming
$547K
EWA
803
EverSource Wealth Advisors
Alabama
$546K
CSP
804
Cary Street Partners
Virginia
$546K
TCWA
805
Turtle Creek Wealth Advisors
Texas
$543K
BTC
806
Bank & Trust Company
Illinois
$542K
PDM
807
Penn Davis McFarland
Texas
$542K
FC
808
FORA Capital
Florida
$542K
SHFA
809
SC&H Financial Advisors
Maryland
$541K
FMII
810
Farmers & Merchants Investments Inc
Nebraska
$535K
WAP
811
Wealthcare Advisory Partners
Pennsylvania
$535K
IAA
812
Independent Advisor Alliance
North Carolina
$534K
OAM
813
Ostrum Asset Management
France
$531K
IB
814
Intrust Bank
Kansas
$529K
HIP
815
HUB Investment Partners
Texas
$529K
BMO
816
Beck Mack & Oliver
New York
$528K
FWM
817
Forza Wealth Management
Florida
$528K
BHBT
818
Burke & Herbert Bank & Trust
Virginia
$526K
GWM
819
Geneos Wealth Management
Colorado
$525K
KFA
820
Krane Funds Advisors
New York
$525K
MO
821
McMillan Office
Michigan
$524K
JWM
822
Jeppson Wealth Management
California
$524K
KCIC
823
Kuhn & Co Investment Counsel
Illinois
$522K
Capstone Investment Advisors
824
Capstone Investment Advisors
New York
$521K
SPC
825
Sigma Planning Corp
Michigan
$521K