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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
SRIM
951
Saratoga Research & Investment Management
California
$358K
LBC
952
Lowe Brockenbrough & Co
Virginia
$356K
ALA
953
Atlas Legacy Advisors
California
$355K
WA1
954
Wimmer Associates 1
California
$355K
IWA
955
IVC Wealth Advisors
Pennsylvania
$354K
FHA
956
Flagship Harbor Advisors
Massachusetts
$354K
CW
957
Code Waechter
Florida
$351K
AGWCA
958
Annis Gardner Whiting Capital Advisors
Florida
$350K
HCM
959
Howard Capital Management
Georgia
$350K
CIA
960
Compass Ion Advisors
Pennsylvania
$349K
BAAM
961
Baker Avenue Asset Management
California
$349K
PIA
962
Perennial Investment Advisors
California
$348K
MWM
963
Mission Wealth Management
California
$346K
RYIA
964
Roehl & Yi Investment Advisors
Oregon
$343K
CCM
965
Compass Capital Management
Minnesota
$343K
WBG
966
Wharton Business Group
Pennsylvania
$342K
PFS
967
Physicians Financial Services
North Carolina
$341K
DWT
968
Dorsey & Whitney Trust
South Dakota
$339K
TNAM
969
Terra Nova Asset Management
New York
$339K
ORG
970
Optimist Retirement Group
Washington
$338K
DAS
971
Dynamic Advisor Solutions
Arizona
$337K
ESB
972
Essex Savings Bank
Connecticut
$336K
MGIA
973
Moneta Group Investment Advisors
Missouri
$336K
FIA
974
Foundations Investment Advisors
Arizona
$333K
DAM
975
Directional Asset Management
Illinois
$332K