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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
SWM
826
Segment Wealth Management
Texas
$520K
AFP
827
Ausdal Financial Partners
Iowa
$519K
HCM
828
Hall Capital Management
Rhode Island
$519K
PTC
829
Private Trust Company
Ohio
$513K
MWM
830
Modera Wealth Management
New Jersey
$513K
HAM
831
Harmony Asset Management
Arizona
$512K
TGIA
832
Torrey Growth & Income Advisors
California
$512K
KTC
833
Kentucky Trust Company
Kentucky
$510K
SAM
834
Seelaus Asset Management
New Jersey
$503K
LFS
835
Lighthouse Financial Services
California
$502K
CTA
836
Chesley Taft & Associates
Illinois
$501K
CAM
837
Covenant Asset Management
New Jersey
$500K
SW
838
SVB Wealth
Massachusetts
$494K
TG
839
TCW Group
California
$493K
PE
840
PCM Encore
Colorado
$492K
PFA
841
Pure Financial Advisors
California
$492K
AC
842
Aristides Capital
Kentucky
$492K
MC
843
Middleton & Co
Massachusetts
$491K
RIL
844
Rothschild Investment LLC
Illinois
$491K
TCIIS
845
TIAA-CREF Individual & Institutional Services
New York
$490K
SIA
846
SkyView Investment Advisors
New Jersey
$485K
AA
847
Armis Advisers
Georgia
$483K
NAM
848
NorthCrest Asset Manangement
Minnesota
$482K
SC
849
SouthState Corp
Florida
$478K
NDBT
850
North Dallas Bank & Trust
Texas
$478K