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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
BC
851
BDFS Capital
Delaware
$477K
GIA
852
Guyasuta Investment Advisors
Pennsylvania
$476K
IAIM
853
International Assets Investment Management
Florida
$472K
CWM
854
Cornerstone Wealth Management
Missouri
$471K
WTC
855
WhitTier Trust Company
Nevada
$463K
AIA
856
AssuredPartners Investment Advisors
Florida
$462K
TE
857
Tema ETFs
New York
$458K
PNC
858
Park National Corp
Ohio
$456K
KCM
859
Kanawha Capital Management
Virginia
$456K
JWM
860
Jacksonville Wealth Management
Florida
$455K
CCT
861
Chemung Canal Trust
New York
$453K
FPAS
862
Focus Partners Advisor Solutions
Missouri
$452K
NAM
863
NTV Asset Management
West Virginia
$451K
CIC
864
Chase Investment Counsel
Virginia
$449K
MSA
865
Marino Stram & Associates
Massachusetts
$447K
CCA
866
Checchi Capital Advisers
California
$442K
TCA
867
Transcend Capital Advisors
New Jersey
$441K
CI
868
CX Institutional
Indiana
$440K
EA
869
Emerald Advisors
Washington
$439K
JCM
870
Jacobi Capital Management
Pennsylvania
$439K
BRWA
871
B. Riley Wealth Advisors
Florida
$439K
TCOTS
872
Trust Company of the South
North Carolina
$438K
WPW
873
Winthrop Partners - WNY
New York
$435K
JCFM
874
JBR Co Financial Management
Oklahoma
$435K
BFO
875
Biltmore Family Office
North Carolina
$432K