PAYX icon

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
JE
901
JMAC Enterprises
Pennsylvania
$396K
EAM
902
Erste Asset Management
Austria
$396K
LIM
903
Longfellow Investment Management
Massachusetts
$395K
AC
904
Avestar Capital
New York
$394K
MA
905
Mutual Advisors
Nebraska
$393K
SOAM
906
SBI Okasan Asset Management
Japan
$391K
PGWM
907
Pitti Group Wealth Management
New York
$391K
CAG
908
Crestwood Advisors Group
Massachusetts
$391K
PB
909
Pinnacle Bancorp
Nebraska
$390K
SAM
910
Smartleaf Asset Management
Massachusetts
$388K
KCM
911
Kathmere Capital Management
Pennsylvania
$385K
CYG
912
Clean Yield Group
Vermont
$383K
LCWP
913
Legacy Capital Wealth Partners
Arkansas
$381K
PWM
914
Perigon Wealth Management
California
$380K
SW
915
Simplicity Wealth
New Jersey
$379K
SS
916
Sunbelt Securities
Texas
$379K
ST
917
Spinnaker Trust
Maine
$379K
BI
918
Bradyco Inc
Massachusetts
$379K
HT
919
Heritage Trust
Oklahoma
$378K
VFIC
920
Valley Forge Investment Consultants
Pennsylvania
$378K
DGM
921
Delta Global Management
New York
$376K
ACM
922
Advisors Capital Management
New Jersey
$376K
IC
923
Inscription Capital
Texas
$375K
FHC
924
First Horizon Corporation
Tennessee
$375K
KMWM
925
Keudell/Morrison Wealth Management
Oregon
$375K