PAYX icon

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
OL
1251
OneFund LLC
Florida
$81K
BBPWM
1252
Blue Bell Private Wealth Management
Pennsylvania
$80.8K
OA
1253
Operose Advisors
Wisconsin
$80.1K
C
1254
Covestor
United Kingdom
$78K
SS
1255
SBI Securities
Japan
$75.7K
TWD
1256
True Wealth Design
Ohio
$75.4K
Cohen & Steers
1257
Cohen & Steers
New York
$74K
BCM
1258
Birch Capital Management
Texas
$73.5K
HCM
1259
Hollencrest Capital Management
California
$72.2K
CH
1260
Cromwell Holdings
Wyoming
$71.4K
SWA
1261
SOA Wealth Advisors
New York
$71.1K
SL
1262
Salomon & Ludwin
Virginia
$67.6K
KFAS
1263
Keating Financial Advisory Services
Kansas
$67.5K
DAM
1264
Delta Asset Management
Tennessee
$64.9K
BA
1265
Ballast Advisors
Minnesota
$64K
VC
1266
Vestor Capital
Illinois
$63K
AIC
1267
Archer Investment Corporation
Indiana
$61.8K
PAM
1268
Parvin Asset Management
South Dakota
$61.7K
DI
1269
DAGCO Inc
Ohio
$59.5K
SFAM
1270
Sawyer Falduto Asset Management
Illinois
$59K
SNB
1271
Security National Bank
Nebraska
$59K
MTIC
1272
Missouri Trust & Investment Company
Missouri
$58.7K
QC
1273
Quent Capital
New York
$58.4K
BWAM
1274
Boyd Watterson Asset Management
Ohio
$57.7K
MB
1275
MidFirst Bank
Oklahoma
$57.2K