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
MA
926
Montag & Associates
Georgia
$371K
CWP
927
Cyndeo Wealth Partners
Florida
$369K
RMP
928
Richards, Merrill & Peterson
Washington
$369K
ClearBridge Investments
929
ClearBridge Investments
New York
$368K
NG
930
Novem Group
New York
$368K
PEAK6
931
PEAK6
Illinois
$367K
AOWM
932
Alpha Omega Wealth Management
Virginia
$367K
FA
933
FDx Advisors
Illinois
$367K
SPC
934
Spirepoint Private Client
Florida
$366K
GWM
935
GSB Wealth Management
Connecticut
$365K
Fisher Asset Management
936
Fisher Asset Management
Washington
$365K
HI
937
Human Investing
Oregon
$364K
PWP
938
Phillips Wealth Planners
Mississippi
$362K
JSSH
939
J. Safra Sarasin Holding
$362K
CIAM
940
Caitong International Asset Management
Hong Kong
$361K
AFW
941
Atlantic Family Wealth
Florida
$360K
MYIA
942
Mount Yale Investment Advisors
Colorado
$360K
NP
943
NorthRock Partners
Minnesota
$359K
QFW
944
QTR Family Wealth
Florida
$358K
SRIM
945
Saratoga Research & Investment Management
California
$358K
LBC
946
Lowe Brockenbrough & Co
Virginia
$356K
ALA
947
Atlas Legacy Advisors
California
$355K
WA1
948
Wimmer Associates 1
California
$355K
IWA
949
IVC Wealth Advisors
Pennsylvania
$354K
FHA
950
Flagship Harbor Advisors
Massachusetts
$354K