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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
DLA
1151
Douglas Lane & Associates
New York
$217K
FC
1152
Fulcrum Capital
Washington
$217K
Empower Advisory Group
1153
Empower Advisory Group
Colorado
$216K
DIM
1154
DC Investments Management
Virginia
$216K
LW
1155
Linscomb Wealth
Texas
$212K
OIAM
1156
OFI Invest Asset Management
France
$212K
PFM
1157
Patton Fund Management
Texas
$212K
SFA
1158
Seneca Financial Advisors
New York
$211K
PI
1159
Pettee Investors
Connecticut
$211K
RIA
1160
Richwood Investment Advisors
Ohio
$211K
SLWA
1161
San Luis Wealth Advisors
California
$211K
PIP
1162
Philadelphia Investment Partners
New Jersey
$210K
SFS
1163
Sowell Financial Services
Arkansas
$209K
FA
1164
Fiducient Advisors
Illinois
$209K
MMHP
1165
Murphy Middleton Hinkle & Parker
Georgia
$207K
KCAM
1166
Kagan Cocozza Asset Management
New Jersey
$206K
HAIM
1167
Hunter Associates Investment Management
Pennsylvania
$206K
PIA
1168
Powell Investment Advisors
Florida
$205K
CG
1169
Caprock Group
Idaho
$204K
JMA
1170
J.M. Arbour
Maine
$204K
DCM
1171
DGS Capital Management
New Jersey
$204K
SWM
1172
Stockman Wealth Management
Montana
$204K
PEA
1173
Park Edge Advisors
Ohio
$204K
FLI
1174
Family Legacy Inc
South Carolina
$204K
SC
1175
Searle & Co
Connecticut
$203K