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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
SR
1201
Syntax Research
Florida
$157K
MWPCG
1202
Measured Wealth Private Client Group
New Hampshire
$154K
TFM
1203
TFC Financial Management
Massachusetts
$150K
MMCM
1204
Murphy & Mullick Capital Management
New York
$149K
TCOT
1205
Trust Company of Toledo
Ohio
$149K
CWM
1206
Cranbrook Wealth Management
Michigan
$147K
SIC
1207
Salem Investment Counselors
North Carolina
$145K
DWP
1208
Destiny Wealth Partners
Florida
$145K
AFC
1209
Ares Financial Consulting
California
$143K
CAL
1210
Capital Analysts LLC
Pennsylvania
$141K
CB
1211
Centennial Bank
Arkansas
$140K
HIW
1212
Holos Integrated Wealth
Pennsylvania
$138K
WTA
1213
Washington Trust Advisors
Massachusetts
$137K
HBW
1214
Hazlett, Burt & Watson
West Virginia
$135K
Los Angeles Capital Management
1215
Los Angeles Capital Management
California
$135K
VNA
1216
Valley National Advisers
Pennsylvania
$134K
GEA
1217
Glen Eagle Advisors
New Jersey
$133K
ST
1218
Smithfield Trust
Pennsylvania
$133K
PFBT
1219
Parkside Financial Bank & Trust
Missouri
$132K
CAL
1220
Capital Advisors Ltd
Ohio
$131K
EPW
1221
Evergreen Private Wealth
Colorado
$131K
HIM
1222
Hillsdale Investment Management
Ontario, Canada
$130K
MHR
1223
Matthew Hamilton Rosenberg
$128K
QWM
1224
Quaker Wealth Management
New Jersey
$128K
ITIM
1225
Indiana Trust & Investment Management
Indiana
$126K