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Paychex

1,497 hedge funds and large institutions have $26.4B invested in Paychex in 2026 Q1 according to their latest regulatory filings, with 150 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: 150 | Existing positions closed: 213

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
1,497
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
BRWA
876
B. Riley Wealth Advisors
Florida
$439K
TCOTS
877
Trust Company of the South
North Carolina
$438K
WPW
878
Winthrop Partners - WNY
New York
$435K
JCFM
879
JBR Co Financial Management
Oklahoma
$435K
BFO
880
Biltmore Family Office
North Carolina
$432K
RZH
881
Relyea Zuckerberg Hanson
Connecticut
$431K
AL
882
ARWA LLC
Texas
$429K
KWM
883
KFG Wealth Management
Indiana
$428K
BIAS
884
Beacon Investment Advisory Services
New Jersey
$428K
FMWA
885
Forvis Mazars Wealth Advisors
Missouri
$424K
LP
886
Longaeva Partners
Illinois
$424K
CIA
887
Choate Investment Advisors
Massachusetts
$422K
LBC
888
Leigh Baldwin & Co
New York
$421K
AAB
889
ABN AMRO Bank
Netherlands
$416K
RWC
890
Rare Wolf Capital
Washington
$415K
OL
891
Optas LLC
Texas
$414K
SWM
892
Sandro Wealth Management
New Jersey
$411K
3IP
893
3Chopt Investment Partners
Virginia
$410K
NG
894
Norden Group
Utah
$409K
MHIC
895
Marble Harbor Investment Counsel
Massachusetts
$409K
CAM
896
Cresset Asset Management
Illinois
$408K
DWML
897
Decker Wealth Management LLC
Tennessee
$407K
1C
898
111 Capital
France
$407K
FPB
899
First PREMIER Bank
South Dakota
$402K
EAM
900
Eventide Asset Management
Massachusetts
$402K