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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
JWM
826
Jeppson Wealth Management
California
$524K
KCIC
827
Kuhn & Co Investment Counsel
Illinois
$522K
Capstone Investment Advisors
828
Capstone Investment Advisors
New York
$521K
SPC
829
Sigma Planning Corp
Michigan
$521K
SWM
830
Segment Wealth Management
Texas
$520K
AFP
831
Ausdal Financial Partners
Iowa
$519K
HCM
832
Hall Capital Management
Rhode Island
$519K
PTC
833
Private Trust Company
Ohio
$513K
MWM
834
Modera Wealth Management
New Jersey
$513K
HAM
835
Harmony Asset Management
Arizona
$512K
TGIA
836
Torrey Growth & Income Advisors
California
$512K
KTC
837
Kentucky Trust Company
Kentucky
$510K
SAM
838
Seelaus Asset Management
New Jersey
$503K
LFS
839
Lighthouse Financial Services
California
$502K
FNB
840
Farmers National Bank
Kentucky
$501K
CTA
841
Chesley Taft & Associates
Illinois
$501K
CAM
842
Covenant Asset Management
New Jersey
$500K
SW
843
SVB Wealth
Massachusetts
$494K
TG
844
TCW Group
California
$493K
PE
845
PCM Encore
Colorado
$492K
PFA
846
Pure Financial Advisors
California
$492K
AC
847
Aristides Capital
Kentucky
$492K
MC
848
Middleton & Co
Massachusetts
$491K
RIL
849
Rothschild Investment LLC
Illinois
$491K
TCIIS
850
TIAA-CREF Individual & Institutional Services
New York
$490K