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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
SPF
1076
South Plains Financial
Texas
$255K
BCM
1077
Bayesian Capital Management
New York
$255K
APP
1078
Avantax Planning Partners
Iowa
$254K
BFM
1079
Boothbay Fund Management
New York
$253K
RWA
1080
River Wealth Advisors
Pennsylvania
$251K
WPC
1081
Wedmont Private Capital
Pennsylvania
$250K
RWFS
1082
Rayburn West Financial Services
Tennessee
$250K
MKC
1083
M. Kraus & Co
Vermont
$250K
RBC
1084
Romano Brothers & Co
Illinois
$249K
AWP
1085
Ascent Wealth Partners
New York
$249K
MFS
1086
Mirabella Financial Services
United Kingdom
$249K
CPSAC
1087
Chas P. Smith & Associates (CPS)
Florida
$249K
HTC
1088
Haverford Trust Company
Pennsylvania
$248K
RDWM
1089
Red Door Wealth Management
Tennessee
$248K
NL
1090
NWAM LLC
Washington
$247K
HIC
1091
Holderness Investments Company
North Carolina
$247K
BMCM
1092
Bryn Mawr Capital Management
Pennsylvania
$247K
BC
1093
Burney Company
Virginia
$246K
MMM
1094
Mendel Money Management
Illinois
$245K
CCP
1095
Cushing Capital Partners
Wisconsin
$245K
MG
1096
Mather Group
Illinois
$244K
AGP
1097
Autumn Glory Partners
Texas
$244K
IIA
1098
ICW Investment Advisors
Arizona
$243K
SIC
1099
Sigma Investment Counselors
Michigan
$243K
MWM
1100
Meridian Wealth Management
Kentucky
$241K