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Paychex

1,504 hedge funds and large institutions have $27.2B invested in Paychex in 2026 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 614 increasing their positions, 531 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $182M | Put options by funds: $149M

16% more repeat investments, than reductions

Existing positions increased: 614 | Existing positions reduced: 531

0.01% more ownership

Funds ownership: 82.45%82.46% (+0.01%)

5% less funds holding

Funds holding: 1,5871,504 (-83)

18% less capital invested

Capital invested by funds: $33.2B → $27.2B (-$5.99B)

29% less first-time investments, than exits

New positions opened: 151 | Existing positions closed: 213

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
1,504
Holders Change
-83
Holders Change %
-5.23%
% of All Funds
18.5%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
151
Increased
614
Reduced
531
Closed
213
Calls
$182M
Puts
$149M
Net Calls
+$33M
Net Calls Change
-$82.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
1101
Haverford Trust Company
Pennsylvania
$248K -$85K -859 -24%
RDWM
1102
Red Door Wealth Management
Tennessee
$248K +$15K +152 +6%
NL
1103
NWAM LLC
Washington
$247K -$59.1K -597 -18%
HIC
1104
Holderness Investments Company
North Carolina
$247K
BMCM
1105
Bryn Mawr Capital Management
Pennsylvania
$247K +$11K +111 +4%
BC
1106
Burney Company
Virginia
$246K -$179K -1,810 -40%
MMM
1107
Mendel Money Management
Illinois
$245K -$13.9K -140 -5%
CCP
1108
Cushing Capital Partners
Wisconsin
$245K -$242K -2,447 -48%
MG
1109
Mather Group
Illinois
$244K +$58.5K +591 +29%
AGP
1110
Autumn Glory Partners
Texas
$244K +$1.58K +16 +0.6%
IIA
1111
ICW Investment Advisors
Arizona
$243K +$2.38K +24 +0.9%
SIC
1112
Sigma Investment Counselors
Michigan
$243K
MWM
1113
Meridian Wealth Management
Kentucky
$241K -$2.29M -23,106 -90%
LOAMU
1114
Lombard Odier Asset Management (USA)
New York
$241K +$258K +2,612 New
SP
1115
Successful Portfolios
Florida
$240K -$12.8K -129 -5%
OWA
1116
Outlook Wealth Advisors
Texas
$240K +$52.1K +527 +25%
TBT
1117
Texas Bank & Trust
Texas
$239K
BA
1118
Bridgewater Advisors
New York
$239K +$32.5K +328 +14%
RA
1119
Rise Advisors
New York
$238K -$51.5K -521 -17%
NQWM
1120
Northwest Quadrant Wealth Management
Oregon
$238K +$2.38K +24 +0.9%
EHWM
1121
Eads & Heald Wealth Management
Georgia
$237K +$255K +2,574 New
AO
1122
Advisor OS
Illinois
$237K +$42K +424 +20%
SFB
1123
STAR Financial Bank
Indiana
$236K -$15.1K -153 -6%
BWP
1124
BSW Wealth Partners
Colorado
$235K +$32.7K +330 +15%
TCBWMS
1125
Texas Capital Bank Wealth Management Services
Texas
$235K -$247K -2,501 -49%

PAYX Hedge Fund Activity: Q1 2026 in Review

1,504 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q1 2026, worth a combined $27.2B — down 18% from $33.2B a quarter earlier.

Sellers outnumbered buyers: 213 funds closed out of PAYX and 151 opened new positions — a net loss of 62 holders — while 531 trimmed existing stakes and 614 added.

The largest buyer was Federated Hermes, adding an estimated $344M. The largest seller was Wells Fargo, cutting an estimated $223M.

  • 1,504 institutional investors held Paychex (PAYX) as of Q1 2026, down from 1,587 in Q4 2025.
  • Funds reported $27.2B of Paychex stock for Q1 2026, down 18% quarter-over-quarter.
  • 151 funds opened new Paychex positions in Q1 2026 and 213 closed out, a net change of -62 holders.
  • The largest Paychex buyer in Q1 2026 was Federated Hermes, an estimated $344M added.
  • The largest Paychex seller in Q1 2026 was Wells Fargo, an estimated $223M sold.

Based on aggregated 13F filings for Q1 2026.