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Paychex

1,486 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, 525 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 (-$5.93B)

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
1,486
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
RIA
1151
Richwood Investment Advisors
Ohio
$211K
SLWA
1152
San Luis Wealth Advisors
California
$211K
PIP
1153
Philadelphia Investment Partners
New Jersey
$210K
SFS
1154
Sowell Financial Services
Arkansas
$209K
FA
1155
Fiducient Advisors
Illinois
$209K
MMHP
1156
Murphy Middleton Hinkle & Parker
Georgia
$207K
KCAM
1157
Kagan Cocozza Asset Management
New Jersey
$206K
HAIM
1158
Hunter Associates Investment Management
Pennsylvania
$206K
PIA
1159
Powell Investment Advisors
Florida
$205K
CG
1160
Caprock Group
Idaho
$204K
JMA
1161
J.M. Arbour
Maine
$204K
DCM
1162
DGS Capital Management
New Jersey
$204K
SWM
1163
Stockman Wealth Management
Montana
$204K
PEA
1164
Park Edge Advisors
Ohio
$204K
FLI
1165
Family Legacy Inc
South Carolina
$204K
SC
1166
Searle & Co
Connecticut
$203K
CAM
1167
Cidel Asset Management
Ontario, Canada
$202K
RGC
1168
Roberts, Glore & Co
Illinois
$202K
SACTSONJ
1169
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$202K
ZIM
1170
Zacks Investment Management
Illinois
$201K
TPI
1171
Trust Point Inc
Wisconsin
$201K
KFS
1172
Kelly Financial Services
Massachusetts
$200K
DMBA
1173
Deseret Mutual Benefit Administrators
Utah
$199K
CT
1174
Colonial Trust
South Carolina
$198K
ACA
1175
American Capital Advisory
Idaho
$197K