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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
DSC
1226
Duncker Streett & Co
Missouri
$123K
AF
1227
Advisornet Financial
Minnesota
$122K
CFD
1228
Creative Financial Designs
Indiana
$122K
CCWM
1229
Cassaday & Co Wealth Management
Virginia
$121K
OSNBOA
1230
Old Second National Bank of Aurora
Illinois
$119K
DJSG
1231
D.J. St. Germain
Massachusetts
$119K
SEP
1232
Signature Equity Partners
Ohio
$117K
BCM
1233
Blume Capital Management
California
$117K
PF
1234
PlanVest Financial
Maryland
$114K
LFA
1235
Longview Financial Advisors
Alabama
$113K
EFMH
1236
E Fund Management (HK)
Hong Kong
$113K
GA
1237
GoalVest Advisory
New York
$111K
LI
1238
Louisbourg Investments
New Brunswick, Canada
$111K
AA
1239
Addison Advisors
Vermont
$109K
PWPS
1240
Pinnacle Wealth Planning Services
Ohio
$106K
SWM
1241
Spire Wealth Management
Virginia
$105K
SIC
1242
SJS Investment Consulting
Ohio
$105K
BC
1243
Barrett & Company
Rhode Island
$103K
TSMHT
1244
Thurston Springer Miller Herd & Titak
Indiana
$102K
OCWP
1245
Owl Creek Wealth Partners
Colorado
$101K
RWM
1246
Rialto Wealth Management
New York
$100K
USB
1247
Union Savings Bank
Connecticut
$96.6K
WSFG
1248
Wall Street Financial Group
Illinois
$95.3K
BCWM
1249
Bartlett & Co Wealth Management
Ohio
$92.8K
PP
1250
Pingora Partners
Wyoming
$92.1K