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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
WA
1251
Walsh & Associates
Florida
$91.5K
MBFW
1252
Morton Brown Family Wealth
Pennsylvania
$90.7K
VNT
1253
Vanguard National Trust
Pennsylvania
$89.4K
VCM
1254
Versant Capital Management
Arizona
$89K
GM
1255
GeoWealth Management
Illinois
$88.6K
MWM
1256
Mascoma Wealth Management
New Hampshire
$84.9K
BOTPPF
1257
Board of the Pension Protection Fund
United Kingdom
$82.9K
GAA
1258
Global Assets Advisory
Florida
$82.4K
RFP
1259
Root Financial Partners
California
$82.4K
OL
1260
OneFund LLC
Florida
$81K
BBPWM
1261
Blue Bell Private Wealth Management
Pennsylvania
$80.8K
OA
1262
Operose Advisors
Wisconsin
$80.1K
C
1263
Covestor
United Kingdom
$78K
SS
1264
SBI Securities
Japan
$75.7K
TWD
1265
True Wealth Design
Ohio
$75.4K
Cohen & Steers
1266
Cohen & Steers
New York
$74K
BCM
1267
Birch Capital Management
Texas
$73.5K
HCM
1268
Hollencrest Capital Management
California
$72.2K
CH
1269
Cromwell Holdings
Wyoming
$71.4K
SWA
1270
SOA Wealth Advisors
New York
$71.1K
SL
1271
Salomon & Ludwin
Virginia
$67.6K
KFAS
1272
Keating Financial Advisory Services
Kansas
$67.5K
DAM
1273
Delta Asset Management
Tennessee
$64.9K
BA
1274
Ballast Advisors
Minnesota
$64K
VC
1275
Vestor Capital
Illinois
$63K