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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
CFP
1001
Catalyst Financial Partners
Massachusetts
$310K
ATS
1002
Ashton Thomas Securities
New York
$310K
GPW
1003
Genesis Private Wealth
Virginia
$310K
WG
1004
Wellington Group
Indiana
$309K
FG
1005
Fiduciary Group
Georgia
$309K
FB
1006
Finward Bancorp
Indiana
$308K
ECM
1007
Everence Capital Management
Indiana
$307K
CIA
1008
Caerus Investment Advisors
Texas
$307K
WB
1009
WesBanco Bank
West Virginia
$306K
PWA
1010
Phoenix Wealth Advisors
North Carolina
$303K
SAM
1011
Strategy Asset Managers
California
$302K
RTC
1012
Riverview Trust Company
Washington
$302K
DT
1013
Diversified Trust
Tennessee
$300K
GW
1014
Griffith & Werner
Georgia
$300K
IAS
1015
Insigneo Advisory Services
Florida
$299K
PIM
1016
Penobscot Investment Management
Massachusetts
$298K
PWM
1017
Prentice Wealth Management
New York
$297K
EB
1018
Eastern Bank
Massachusetts
$296K
KJWM
1019
Kiley Juergens Wealth Management
Washington
$295K
PA
1020
Procyon Advisors
Connecticut
$294K
CI
1021
Cigna Investments
Connecticut
$294K
IG
1022
IFS Group
Pennsylvania
$294K
MFC
1023
Mechanics Financial Corp
Ohio
$293K
LOWM
1024
Laurel Oak Wealth Management
New Jersey
$291K
SWM
1025
Sendero Wealth Management
Texas
$291K