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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
NA
901
Nottingham Advisors
New York
$401K
VA
902
VestGen Advisors
Illinois
$401K
TNBTD
903
Trustmark National Bank Trust Department
Mississippi
$400K
CRC
904
Curi RMB Capital
Illinois
$398K
LFAS
905
Level Four Advisory Services
Texas
$397K
JE
906
JMAC Enterprises
Pennsylvania
$396K
EAM
907
Erste Asset Management
Austria
$396K
LIM
908
Longfellow Investment Management
Massachusetts
$395K
AC
909
Avestar Capital
New York
$394K
MA
910
Mutual Advisors
Nebraska
$393K
SOAM
911
SBI Okasan Asset Management
Japan
$391K
PGWM
912
Pitti Group Wealth Management
New York
$391K
CAG
913
Crestwood Advisors Group
Massachusetts
$391K
PB
914
Pinnacle Bancorp
Nebraska
$390K
SAM
915
Smartleaf Asset Management
Massachusetts
$388K
KCM
916
Kathmere Capital Management
Pennsylvania
$385K
CYG
917
Clean Yield Group
Vermont
$383K
LCWP
918
Legacy Capital Wealth Partners
Arkansas
$381K
PWM
919
Perigon Wealth Management
California
$380K
SW
920
Simplicity Wealth
New Jersey
$379K
SS
921
Sunbelt Securities
Texas
$379K
ST
922
Spinnaker Trust
Maine
$379K
BI
923
Bradyco Inc
Massachusetts
$379K
HT
924
Heritage Trust
Oklahoma
$378K
VFIC
925
Valley Forge Investment Consultants
Pennsylvania
$378K