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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
PWM
976
Palumbo Wealth Management
New York
$327K
SAM
977
Secure Asset Management
Michigan
$326K
GS
978
GTS Securities
New York
$326K
MWM
979
Maridea Wealth Management
New York
$325K
UCB
980
United Community Bank
South Carolina
$325K
AFG
981
Atomi Financial Group
New York
$324K
RCM
982
RMR Capital Management
California
$323K
FFP
983
FourThought Financial Partners
Florida
$323K
AWE
984
Avidian Wealth Enterprises
Texas
$323K
CWS
985
Confluence Wealth Services
Pennsylvania
$323K
4WM
986
44 Wealth Management
Oregon
$318K
TTWM
987
TCV Trust & Wealth Management
Virginia
$317K
HWMG
988
Hurlow Wealth Management Group
Indiana
$317K
IAN
989
Integrated Advisors Network
Texas
$316K
BIM
990
Bridges Investment Management
Nebraska
$316K
MPIA
991
Mountain Pacific Investment Advisers
Idaho
$316K
MA
992
MCF Advisors
Kentucky
$315K
PAS
993
Professional Advisory Services
Florida
$313K
BAM
994
Belpointe Asset Management
Nevada
$312K
CFP
995
Catalyst Financial Partners
Massachusetts
$310K
ATS
996
Ashton Thomas Securities
New York
$310K
GPW
997
Genesis Private Wealth
Virginia
$310K
WGL
998
Wellington Grp LLC
Indiana
$309K
FG
999
Fiduciary Group
Georgia
$309K
FB
1000
Finward Bancorp
Indiana
$308K