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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
CTC
1176
Central Trust Company
Missouri
$194K
SCM
1177
Silvant Capital Management
Georgia
$194K
TFA
1178
Transamerica Financial Advisors
Florida
$192K
BTI
1179
Blue Trust Inc
Georgia
$191K
CB
1180
Community Bank
New York
$191K
CFO
1181
CVA Family Office
Colorado
$190K
EPL
1182
Essential Partners LLC
California
$186K
HWA
1183
Heritage Wealth Advisors
Virginia
$182K
PWAM
1184
Private Wealth Asset Management
Iowa
$177K
CSB
1185
City State Bank
Iowa
$170K
LS
1186
Livforsakringsbolaget Skandia
Sweden
$168K
PCM
1187
Penserra Capital Management
California
$168K
GWS
1188
Greykasell Wealth Strategies
California
$165K
ETS
1189
ESL Trust Services
New York
$163K
OC
1190
Oakworth Capital
Alabama
$163K
CAM
1191
Costello Asset Management
Pennsylvania
$163K
SR
1192
Syntax Research
Florida
$157K
MWPCG
1193
Measured Wealth Private Client Group
New Hampshire
$154K
TFM
1194
TFC Financial Management
Massachusetts
$150K
MMCM
1195
Murphy & Mullick Capital Management
New York
$149K
TCOT
1196
Trust Company of Toledo
Ohio
$149K
CWM
1197
Cranbrook Wealth Management
Michigan
$147K
SIC
1198
Salem Investment Counselors
North Carolina
$145K
DWP
1199
Destiny Wealth Partners
Florida
$145K
AFC
1200
Ares Financial Consulting
California
$143K