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Paychex

1,504 hedge funds and large institutions have $27.2B invested in Paychex in 2026 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 614 increasing their positions, 531 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $182M | Put options by funds: $149M

16% more repeat investments, than reductions

Existing positions increased: 614 | Existing positions reduced: 531

0.01% more ownership

Funds ownership: 82.45%82.46% (+0.01%)

5% less funds holding

Funds holding: 1,5871,504 (-83)

18% less capital invested

Capital invested by funds: $33.2B → $27.2B (-$5.99B)

29% less first-time investments, than exits

New positions opened: 151 | Existing positions closed: 213

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
1,504
Holders Change
-83
Holders Change %
-5.23%
% of All Funds
18.5%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
151
Increased
614
Reduced
531
Closed
213
Calls
$182M
Puts
$149M
Net Calls
+$33M
Net Calls Change
-$82.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EPW
1226
Evergreen Private Wealth
Colorado
$131K +$17.8K +180 +15%
HIM
1227
Hillsdale Investment Management
Ontario, Canada
$130K +$140K +1,410 New
MHR
1228
Matthew Hamilton Rosenberg
$128K
QWM
1229
Quaker Wealth Management
New Jersey
$128K -$27.9K -282 -17%
ITIM
1230
Indiana Trust & Investment Management
Indiana
$126K
DSC
1231
Duncker Streett & Co
Missouri
$123K +$890 +9 +0.7%
AF
1232
Advisornet Financial
Minnesota
$122K -$989 -10 -0.7%
CFD
1233
Creative Financial Designs
Indiana
$122K -$3.56K -36 -3%
CCWM
1234
Cassaday & Co Wealth Management
Virginia
$121K -$57.9K -585 -31%
OSNBOA
1235
Old Second National Bank of Aurora
Illinois
$119K
DJSG
1236
D.J. St. Germain
Massachusetts
$119K -$25.9K -262 -17%
SEP
1237
Signature Equity Partners
Ohio
$117K +$8.51K +86 +7%
BCM
1238
Blume Capital Management
California
$117K
PF
1239
PlanVest Financial
Maryland
$114K +$123K +1,239 New
LFA
1240
Longview Financial Advisors
Alabama
$113K +$122K +1,230 New
EFMH
1241
E Fund Management (HK)
Hong Kong
$113K -$28.8K -291 -19%
GA
1242
GoalVest Advisory
New York
$111K -$13.4K -135 -10%
LI
1243
Louisbourg Investments
New Brunswick, Canada
$111K
AA
1244
Addison Advisors
Vermont
$109K +$2.57K +26 +2%
PWPS
1245
Pinnacle Wealth Planning Services
Ohio
$106K +$5.05K +51 +5%
SWM
1246
Spire Wealth Management
Virginia
$105K -$5.84K -59 -5%
SIC
1247
SJS Investment Consulting
Ohio
$105K -$6.04K -61 -5%
BC
1248
Barrett & Company
Rhode Island
$103K
TSMHT
1249
Thurston Springer Miller Herd & Titak
Indiana
$102K -$695K -7,021 -86%
OCWP
1250
Owl Creek Wealth Partners
Colorado
$101K +$109K +1,101 New

PAYX Hedge Fund Activity: Q1 2026 in Review

1,504 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q1 2026, worth a combined $27.2B — down 18% from $33.2B a quarter earlier.

Sellers outnumbered buyers: 213 funds closed out of PAYX and 151 opened new positions — a net loss of 62 holders — while 531 trimmed existing stakes and 614 added.

The largest buyer was Federated Hermes, adding an estimated $344M. The largest seller was Wells Fargo, cutting an estimated $223M.

  • 1,504 institutional investors held Paychex (PAYX) as of Q1 2026, down from 1,587 in Q4 2025.
  • Funds reported $27.2B of Paychex stock for Q1 2026, down 18% quarter-over-quarter.
  • 151 funds opened new Paychex positions in Q1 2026 and 213 closed out, a net change of -62 holders.
  • The largest Paychex buyer in Q1 2026 was Federated Hermes, an estimated $344M added.
  • The largest Paychex seller in Q1 2026 was Wells Fargo, an estimated $223M sold.

Based on aggregated 13F filings for Q1 2026.