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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
LOAMU
1101
Lombard Odier Asset Management (USA)
New York
$241K
SP
1102
Successful Portfolios
Florida
$240K
OWA
1103
Outlook Wealth Advisors
Texas
$240K
TBT
1104
Texas Bank & Trust
Texas
$239K
BA
1105
Bridgewater Advisors
New York
$239K
RA
1106
Rise Advisors
New York
$238K
NQWM
1107
Northwest Quadrant Wealth Management
Oregon
$238K
EHWM
1108
Eads & Heald Wealth Management
Georgia
$237K
AO
1109
Advisor OS
Illinois
$237K
SFB
1110
STAR Financial Bank
Indiana
$236K
BWP
1111
BSW Wealth Partners
Colorado
$235K
TCBWMS
1112
Texas Capital Bank Wealth Management Services
Texas
$235K
CWG
1113
Cornerstone Wealth Group
North Carolina
$235K
VFA
1114
Valeo Financial Advisors
Indiana
$235K
WP
1115
Westmount Partners
California
$232K
SIM
1116
Stratos Investment Management
Ohio
$231K
FCG
1117
Fielder Capital Group
Tennessee
$231K
IA
1118
Inspire Advisors
Idaho
$230K
BCM
1119
Buckhead Capital Management
Georgia
$230K
FAMI
1120
Fideuram Asset Management (Ireland)
$229K
SQA
1121
Simon Quick Advisors
New Jersey
$229K
RB
1122
Renasant Bank
Mississippi
$228K
BO
1123
Bank OZK
Arkansas
$227K
AP
1124
Anchyra Partners
Georgia
$226K
KAM
1125
Knightsbridge Asset Management
California
$226K