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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
CCMG
1026
Clark Capital Management Group
Pennsylvania
$291K
AA
1027
Aufman Associates
Pennsylvania
$291K
PFGIA
1028
Patriot Financial Group Insurance Agency
Massachusetts
$290K
FFA
1029
Founders Financial Alliance
North Carolina
$290K
PWP
1030
Principle Wealth Partners
Connecticut
$289K
TWP
1031
Tyche Wealth Partners
Texas
$287K
CFB
1032
Cullen/Frost Bankers
Texas
$286K
VF
1033
Vest Financial
Virginia
$286K
MHC
1034
Meyer Handelman Company
New York
$286K
DIM
1035
Delta Investment Management
California
$284K
RBFC
1036
Roman Butler Fullerton & Co
Missouri
$282K
GWP
1037
Gateway Wealth Partners
Wisconsin
$282K
PVI
1038
Pine Valley Investments
New Jersey
$281K
TT
1039
TI-Trust
Illinois
$279K
DBRC
1040
D.B. Root & Company
Pennsylvania
$279K
WC
1041
Wynn Capital
Georgia
$279K
BPW
1042
Bingham Private Wealth
California
$278K
SBFM
1043
S-Bank Fund Management
Finland
$277K
SA
1044
SRH Advisors
Kansas
$276K
CAM
1045
Close Asset Management
United Kingdom
$276K
AFG
1046
Allegheny Financial Group
Pennsylvania
$276K
CCAM
1047
Cascades Capital Asset Management
North Carolina
$275K
IA
1048
Integrity Alliance
Iowa
$275K
OIS
1049
Okabena Investment Services
Minnesota
$274K
BB
1050
Berkshire Bank
Massachusetts
$274K