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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
FIA
976
Foundations Investment Advisors
Arizona
$333K
DAM
977
Directional Asset Management
Illinois
$332K
IPW
978
Impact Partnership Wealth
Georgia
$332K
JTWM
979
Jackson Thornton Wealth Management
Alabama
$331K
KCM
980
KRS Capital Management
Michigan
$330K
BAM
981
Berkshire Asset Management
Pennsylvania
$330K
CA
982
Claro Advisors
Massachusetts
$329K
BMWM
983
Brown Miller Wealth Management
Virginia
$327K
PWM
984
Palumbo Wealth Management
New York
$327K
SAM
985
Secure Asset Management
Michigan
$326K
GS
986
GTS Securities
New York
$326K
MWM
987
Maridea Wealth Management
New York
$325K
UCB
988
United Community Bank
South Carolina
$325K
AFG
989
Atomi Financial Group
New York
$324K
RCM
990
RMR Capital Management
California
$323K
FFP
991
FourThought Financial Partners
Florida
$323K
AWE
992
Avidian Wealth Enterprises
Texas
$323K
CWS
993
Confluence Wealth Services
Pennsylvania
$323K
4WM
994
44 Wealth Management
Oregon
$318K
TTWM
995
TCV Trust & Wealth Management
Virginia
$317K
HWMG
996
Hurlow Wealth Management Group
Indiana
$317K
IAN
997
Integrated Advisors Network
Texas
$316K
BIM
998
Bridges Investment Management
Nebraska
$316K
MPIA
999
Mountain Pacific Investment Advisers
Idaho
$316K
MA
1000
MCF Advisors
Kentucky
$315K