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Paychex

1,496 hedge funds and large institutions have $26.4B invested in Paychex in 2026 Q1 according to their latest regulatory filings, with 149 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: 149 | Existing positions closed: 213

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
1,496
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
DGM
926
Delta Global Management
New York
$376K
ACM
927
Advisors Capital Management
New Jersey
$376K
IC
928
Inscription Capital
Texas
$375K
FHC
929
First Horizon Corporation
Tennessee
$375K
KMWM
930
Keudell/Morrison Wealth Management
Oregon
$375K
FWP
931
FAS Wealth Partners
Kansas
$373K
MA
932
Montag & Associates
Georgia
$371K
CWP
933
Cyndeo Wealth Partners
Florida
$369K
RMP
934
Richards, Merrill & Peterson
Washington
$369K
ClearBridge Investments
935
ClearBridge Investments
New York
$368K
NG
936
Novem Group
New York
$368K
PEAK6
937
PEAK6
Illinois
$367K
AOWM
938
Alpha Omega Wealth Management
Virginia
$367K
FA
939
FDx Advisors
Illinois
$367K
SPC
940
Spirepoint Private Client
Florida
$366K
GWM
941
GSB Wealth Management
Connecticut
$365K
Fisher Asset Management
942
Fisher Asset Management
Washington
$365K
HI
943
Human Investing
Oregon
$364K
PWP
944
Phillips Wealth Planners
Mississippi
$362K
JSSH
945
J. Safra Sarasin Holding
$362K
CIAM
946
Caitong International Asset Management
Hong Kong
$361K
AFW
947
Atlantic Family Wealth
Florida
$360K
MYIA
948
Mount Yale Investment Advisors
Colorado
$360K
NP
949
NorthRock Partners
Minnesota
$359K
QFW
950
QTR Family Wealth
Florida
$358K