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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
BC
1101
Burney Company
Virginia
$246K
MMM
1102
Mendel Money Management
Illinois
$245K
CCP
1103
Cushing Capital Partners
Wisconsin
$245K
MG
1104
Mather Group
Illinois
$244K
AGP
1105
Autumn Glory Partners
Texas
$244K
IIA
1106
ICW Investment Advisors
Arizona
$243K
SIC
1107
Sigma Investment Counselors
Michigan
$243K
MWM
1108
Meridian Wealth Management
Kentucky
$241K
LOAMU
1109
Lombard Odier Asset Management (USA)
New York
$241K
SP
1110
Successful Portfolios
Florida
$240K
OWA
1111
Outlook Wealth Advisors
Texas
$240K
TBT
1112
Texas Bank & Trust
Texas
$239K
BA
1113
Bridgewater Advisors
New York
$239K
RA
1114
Rise Advisors
New York
$238K
NQWM
1115
Northwest Quadrant Wealth Management
Oregon
$238K
EHWM
1116
Eads & Heald Wealth Management
Georgia
$237K
AO
1117
Advisor OS
Illinois
$237K
SFB
1118
STAR Financial Bank
Indiana
$236K
BWP
1119
BSW Wealth Partners
Colorado
$235K
TCBWMS
1120
Texas Capital Bank Wealth Management Services
Texas
$235K
CWG
1121
Cornerstone Wealth Group
North Carolina
$235K
VFA
1122
Valeo Financial Advisors
Indiana
$235K
WP
1123
Westmount Partners
California
$232K
SIM
1124
Stratos Investment Management
Ohio
$231K
FCG
1125
Fielder Capital Group
Tennessee
$231K