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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
CW
951
Code Waechter
Florida
$351K
AGWCA
952
Annis Gardner Whiting Capital Advisors
Florida
$350K
HCM
953
Howard Capital Management
Georgia
$350K
CIA
954
Compass Ion Advisors
Pennsylvania
$349K
BAAM
955
Baker Avenue Asset Management
California
$349K
PIA
956
Perennial Investment Advisors
California
$348K
MWM
957
Mission Wealth Management
California
$346K
RYIA
958
Roehl & Yi Investment Advisors
Oregon
$343K
CCM
959
Compass Capital Management
Minnesota
$343K
WBG
960
Wharton Business Group
Pennsylvania
$342K
PFS
961
Physicians Financial Services
North Carolina
$341K
DWT
962
Dorsey & Whitney Trust
South Dakota
$339K
TNAM
963
Terra Nova Asset Management
New York
$339K
ORG
964
Optimist Retirement Group
Washington
$338K
DAS
965
Dynamic Advisor Solutions
Arizona
$337K
ESB
966
Essex Savings Bank
Connecticut
$336K
MGIA
967
Moneta Group Investment Advisors
Missouri
$336K
FIA
968
Foundations Investment Advisors
Arizona
$333K
DAM
969
Directional Asset Management
Illinois
$332K
IPW
970
Impact Partnership Wealth
Georgia
$332K
JTWM
971
Jackson Thornton Wealth Management
Alabama
$331K
KCM
972
KRS Capital Management
Michigan
$330K
BAM
973
Berkshire Asset Management
Pennsylvania
$330K
CA
974
Claro Advisors
Massachusetts
$329K
BMWM
975
Brown Miller Wealth Management
Virginia
$327K