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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
ECM
1001
Everence Capital Management
Indiana
$307K
WB
1002
WesBanco Bank
West Virginia
$306K
PWA
1003
Phoenix Wealth Advisors
North Carolina
$303K
SAM
1004
Strategy Asset Managers
California
$302K
RTC
1005
Riverview Trust Company
Washington
$302K
DT
1006
Diversified Trust
Tennessee
$300K
GW
1007
Griffith & Werner
Georgia
$300K
IAS
1008
Insigneo Advisory Services
Florida
$299K
PIM
1009
Penobscot Investment Management
Massachusetts
$298K
PWM
1010
Prentice Wealth Management
New York
$297K
EB
1011
Eastern Bank
Massachusetts
$296K
KJWM
1012
Kiley Juergens Wealth Management
Washington
$295K
PA
1013
Procyon Advisors
Connecticut
$294K
CI
1014
Cigna Investments
Connecticut
$294K
IG
1015
IFS Group
Pennsylvania
$294K
MFC
1016
Mechanics Financial Corp
Ohio
$293K
LOWM
1017
Laurel Oak Wealth Management
New Jersey
$291K
SWM
1018
Sendero Wealth Management
Texas
$291K
CCMG
1019
Clark Capital Management Group
Pennsylvania
$291K
AA
1020
Aufman Associates
Pennsylvania
$291K
PFGIA
1021
Patriot Financial Group Insurance Agency
Massachusetts
$290K
FFA
1022
Founders Financial Alliance
North Carolina
$290K
PWP
1023
Principle Wealth Partners
Connecticut
$289K
TWP
1024
Tyche Wealth Partners
Texas
$287K
CFB
1025
Cullen/Frost Bankers
Texas
$286K