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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
LFA
1226
Longview Financial Advisors
Alabama
$113K
EFMH
1227
E Fund Management (HK)
Hong Kong
$113K
GA
1228
GoalVest Advisory
New York
$111K
LI
1229
Louisbourg Investments
New Brunswick, Canada
$111K
AA
1230
Addison Advisors
Vermont
$109K
PWPS
1231
Pinnacle Wealth Planning Services
Ohio
$106K
SWM
1232
Spire Wealth Management
Virginia
$105K
SIC
1233
SJS Investment Consulting
Ohio
$105K
BC
1234
Barrett & Company
Rhode Island
$103K
TSMHT
1235
Thurston Springer Miller Herd & Titak
Indiana
$102K
OCWP
1236
Owl Creek Wealth Partners
Colorado
$101K
RWM
1237
Rialto Wealth Management
New York
$100K
USB
1238
Union Savings Bank
Connecticut
$96.6K
WSFG
1239
Wall Street Financial Group
Illinois
$95.3K
BCWM
1240
Bartlett & Co Wealth Management
Ohio
$92.8K
PP
1241
Pingora Partners
Wyoming
$92.1K
WA
1242
Walsh & Associates
Florida
$91.5K
MBFW
1243
Morton Brown Family Wealth
Pennsylvania
$90.7K
VNT
1244
Vanguard National Trust
Pennsylvania
$89.4K
VCM
1245
Versant Capital Management
Arizona
$89K
GM
1246
GeoWealth Management
Illinois
$88.6K
MWM
1247
Mascoma Wealth Management
New Hampshire
$84.9K
BOTPPF
1248
Board of the Pension Protection Fund
United Kingdom
$82.9K
GAA
1249
Global Assets Advisory
Florida
$82.4K
RFP
1250
Root Financial Partners
California
$82.4K