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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
VF
1026
Vest Financial
Virginia
$286K
MHC
1027
Meyer Handelman Company
New York
$286K
DIM
1028
Delta Investment Management
California
$284K
RBFC
1029
Roman Butler Fullerton & Co
Missouri
$282K
GWP
1030
Gateway Wealth Partners
Wisconsin
$282K
TT
1031
TI-Trust
Illinois
$279K
DBRC
1032
D.B. Root & Company
Pennsylvania
$279K
WC
1033
Wynn Capital
Georgia
$279K
BPW
1034
Bingham Private Wealth
California
$278K
SBFM
1035
S-Bank Fund Management
Finland
$277K
SA
1036
SRH Advisors
Kansas
$276K
CAM
1037
Close Asset Management
United Kingdom
$276K
AFG
1038
Allegheny Financial Group
Pennsylvania
$276K
CCAM
1039
Cascades Capital Asset Management
North Carolina
$275K
IA
1040
Integrity Alliance
Iowa
$275K
OIS
1041
Okabena Investment Services
Minnesota
$274K
BB
1042
Berkshire Bank
Massachusetts
$274K
HTIM
1043
Harbour Trust & Investment Management
Indiana
$272K
BFS
1044
Beacon Financial Strategies
North Carolina
$272K
AF
1045
Apollon Financial
South Carolina
$272K
CCM
1046
Carderock Capital Management
Maryland
$272K
SL
1047
Summitry LLC
California
$271K
BP
1048
BBR Partners
New York
$271K
TWIM
1049
TIAA Wealth Investment Management
New York
$271K
RIM
1050
RW Investment Management
Idaho
$269K