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Paychex

1,501 hedge funds and large institutions have $26.5B invested in Paychex in 2026 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 614 increasing their positions, 531 reducing their positions, and 212 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:

more ownership

Funds ownership:

less funds holding

Funds holding:

18% less capital invested

Capital invested by funds: $32.3B → $26.5B (-$5.78B)

29% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 212

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
1,501
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

Top Buyers

1 +$344M
2 +$129M
3 +$128M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
+$116M
5
Millennium Management
Millennium Management
New York
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
926
Heritage Trust
Oklahoma
$378K
VFIC
927
Valley Forge Investment Consultants
Pennsylvania
$378K
DGM
928
Delta Global Management
New York
$376K
ACM
929
Advisors Capital Management
New Jersey
$376K
IC
930
Inscription Capital
Texas
$375K
FHC
931
First Horizon Corporation
Tennessee
$375K
KMWM
932
Keudell/Morrison Wealth Management
Oregon
$375K
FWP
933
FAS Wealth Partners
Kansas
$373K
MA
934
Montag & Associates
Georgia
$371K
CWP
935
Cyndeo Wealth Partners
Florida
$369K
RMP
936
Richards, Merrill & Peterson
Washington
$369K
ClearBridge Investments
937
ClearBridge Investments
New York
$368K
NG
938
Novem Group
New York
$368K
PEAK6
939
PEAK6
Illinois
$367K
AOWM
940
Alpha Omega Wealth Management
Virginia
$367K
FA
941
FDx Advisors
Illinois
$367K
SPC
942
Spirepoint Private Client
Florida
$366K
GWM
943
GSB Wealth Management
Connecticut
$365K
Fisher Asset Management
944
Fisher Asset Management
Washington
$365K
HI
945
Human Investing
Oregon
$364K
PWP
946
Phillips Wealth Planners
Mississippi
$362K
JSSH
947
J. Safra Sarasin Holding
$362K
CIAM
948
Caitong International Asset Management
Hong Kong
$361K
AFW
949
Atlantic Family Wealth
Florida
$360K
MYIA
950
Mount Yale Investment Advisors
Colorado
$360K