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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
LOAMS
1051
Lombard Odier Asset Management (Switzerland)
Switzerland
$268K
NWM
1052
Northcape Wealth Management
New York
$267K
LA
1053
Legacy Advisors
Pennsylvania
$267K
PMSA
1054
Patrick M. Sweeney & Associates
Illinois
$266K
SIG
1055
Sargent Investment Group
Maryland
$266K
SF
1056
Sun Financial
Utah
$265K
IF
1057
Intrua Financial
Texas
$265K
Verition Fund Management
1058
Verition Fund Management
Connecticut
$265K
PP
1059
Patten & Patten
Tennessee
$264K
FAM
1060
Flaharty Asset Management
Florida
$263K
CSPIA
1061
Cary Street Partners Investment Advisory
Virginia
$262K
NF
1062
Nikulski Financial
Iowa
$260K
OP
1063
Oslo Pensjonsforsikring
$260K
NFP
1064
NorthLanding Financial Partners
New York
$260K
SFG
1065
SevenBridge Financial Group
Pennsylvania
$259K
BWM
1066
Baron Wealth Management
Michigan
$259K
RSA
1067
River Street Advisors
Illinois
$259K
SPW
1068
Signet Private Wealth
Illinois
$258K
FWP
1069
Fiduciary Wealth Partners
Massachusetts
$258K
JSAM
1070
J. Safra Asset Management
New York
$258K
VP
1071
Verum Partners
North Carolina
$258K
LFG
1072
Larson Financial Group
Missouri
$256K
PP
1073
PDS Planning
Ohio
$256K
FFBTD
1074
First Financial Bank - Trust Division
Ohio
$255K
KFI
1075
Key Financial Inc
Pennsylvania
$255K