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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
RWM
1251
Rialto Wealth Management
New York
$100K +$3.56K +36 +3%
USB
1252
Union Savings Bank
Connecticut
$96.6K -$7.42K -75 -7%
WSFG
1253
Wall Street Financial Group
Illinois
$95.3K +$102K +1,034 New
BCWM
1254
Bartlett & Co Wealth Management
Ohio
$92.8K +$6.23K +63 +7%
PP
1255
Pingora Partners
Wyoming
$92.1K
WA
1256
Walsh & Associates
Florida
$91.5K -$49.5K -500 -33%
MBFW
1257
Morton Brown Family Wealth
Pennsylvania
$90.7K
VNT
1258
Vanguard National Trust
Pennsylvania
$89.4K +$96.1K +971 New
VCM
1259
Versant Capital Management
Arizona
$89K +$81.6K +825 +585%
GM
1260
GeoWealth Management
Illinois
$88.6K -$297 -3 -0.3%
MWM
1261
Mascoma Wealth Management
New Hampshire
$84.9K +$297 +3 +0.3%
BOTPPF
1262
Board of the Pension Protection Fund
United Kingdom
$82.9K +$59.4K +600 +200%
GAA
1263
Global Assets Advisory
Florida
$82.4K +$88.6K +895 New
RFP
1264
Root Financial Partners
California
$82.4K +$43.7K +442 +98%
OL
1265
OneFund LLC
Florida
$81K -$2.18K -22 -2%
BBPWM
1266
Blue Bell Private Wealth Management
Pennsylvania
$80.8K
BWA
1267
Basecamp Wealth Advisors
Washington
$80.7K -$3.76K -38 -4%
OA
1268
Operose Advisors
Wisconsin
$80.1K
C
1269
Covestor
United Kingdom
$78K +$3.76K +38 +5%
SS
1270
SBI Securities
Japan
$75.7K +$2.38K +24 +3%
TWD
1271
True Wealth Design
Ohio
$75.4K +$78.7K +795 +3,457%
Cohen & Steers
1272
Cohen & Steers
New York
$74K
BCM
1273
Birch Capital Management
Texas
$73.5K
HCM
1274
Hollencrest Capital Management
California
$72.2K -$4.95K -50 -6%
CH
1275
Cromwell Holdings
Wyoming
$71.4K -$20.7K -209 -21%

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.