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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
SPW
1076
Signet Private Wealth
Illinois
$258K
FWP
1077
Fiduciary Wealth Partners
Massachusetts
$258K
JSAM
1078
J. Safra Asset Management
New York
$258K
VP
1079
Verum Partners
North Carolina
$258K
LFG
1080
Larson Financial Group
Missouri
$256K
PP
1081
PDS Planning
Ohio
$256K
FFBTD
1082
First Financial Bank - Trust Division
Ohio
$255K
KFI
1083
Key Financial Inc
Pennsylvania
$255K
SPF
1084
South Plains Financial
Texas
$255K
BCM
1085
Bayesian Capital Management
New York
$255K
APP
1086
Avantax Planning Partners
Iowa
$254K
BFM
1087
Boothbay Fund Management
New York
$253K
RWA
1088
River Wealth Advisors
Pennsylvania
$251K
WPC
1089
Wedmont Private Capital
Pennsylvania
$250K
RWFS
1090
Rayburn West Financial Services
Tennessee
$250K
MKC
1091
M. Kraus & Co
Vermont
$250K
RBC
1092
Romano Brothers & Co
Illinois
$249K
AWP
1093
Ascent Wealth Partners
New York
$249K
MFS
1094
Mirabella Financial Services
United Kingdom
$249K
CPSAC
1095
Chas P. Smith & Associates (CPS)
Florida
$249K
HTC
1096
Haverford Trust Company
Pennsylvania
$248K
RDWM
1097
Red Door Wealth Management
Tennessee
$248K
NL
1098
NWAM LLC
Washington
$247K
HIC
1099
Holderness Investments Company
North Carolina
$247K
BMCM
1100
Bryn Mawr Capital Management
Pennsylvania
$247K