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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
IPW
976
Impact Partnership Wealth
Georgia
$332K
JTWM
977
Jackson Thornton Wealth Management
Alabama
$331K
KCM
978
KRS Capital Management
Michigan
$330K
BAM
979
Berkshire Asset Management
Pennsylvania
$330K
CA
980
Claro Advisors
Massachusetts
$329K
BMWM
981
Brown Miller Wealth Management
Virginia
$327K
PWM
982
Palumbo Wealth Management
New York
$327K
SAM
983
Secure Asset Management
Michigan
$326K
GS
984
GTS Securities
New York
$326K
MWM
985
Maridea Wealth Management
New York
$325K
UCB
986
United Community Bank
South Carolina
$325K
AFG
987
Atomi Financial Group
New York
$324K
RCM
988
RMR Capital Management
California
$323K
FFP
989
FourThought Financial Partners
Florida
$323K
AWE
990
Avidian Wealth Enterprises
Texas
$323K
CWS
991
Confluence Wealth Services
Pennsylvania
$323K
4WM
992
44 Wealth Management
Oregon
$318K
TTWM
993
TCV Trust & Wealth Management
Virginia
$317K
HWMG
994
Hurlow Wealth Management Group
Indiana
$317K
IAN
995
Integrated Advisors Network
Texas
$316K
BIM
996
Bridges Investment Management
Nebraska
$316K
MPIA
997
Mountain Pacific Investment Advisers
Idaho
$316K
MA
998
MCF Advisors
Kentucky
$315K
PAS
999
Professional Advisory Services
Florida
$313K
BAM
1000
Belpointe Asset Management
Nevada
$312K