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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
CB
1301
CNB Bank
Pennsylvania
$47.7K
GWSA
1302
Global Wealth Strategies & Associates
Colorado
$47.7K
JWM
1303
JPL Wealth Management
Colorado
$46.8K
AA
1304
Ancora Advisors
Ohio
$46.7K
MFT
1305
Moisand Fitzgerald Tamayo
Florida
$46.4K
FMTCOCP
1306
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$46K
ADL
1307
Asset Dedication LLC
California
$46K
PAM
1308
Paradigm Asset Management
New York
$45.8K
TPWA
1309
Twin Peaks Wealth Advisors
California
$44.8K
CPG
1310
Cornerstone Planning Group
New Jersey
$44.6K
IAAG
1311
Innovative Asset Advisors Group
Connecticut
$44K
BGAI
1312
Bruce G. Allen Investments
Colorado
$43.2K
OAJ
1313
Ogorek Anthony Joseph
New York
$42K
GBT
1314
Grove Bank & Trust
Florida
$41.7K
TCM
1315
Tradewinds Capital Management
Washington
$41.5K
FDCP
1316
Foster Dykema Cabot & Partners
Massachusetts
$40.1K
B
1317
Bayban
Minnesota
$39.8K
CVM
1318
Cheviot Value Management
California
$39.8K
AAG
1319
Armstrong Advisory Group
Massachusetts
$39.1K
NECFA
1320
New England Capital Financial Advisors
Connecticut
$38.7K
EC
1321
Elequin Capital
New York
$38.1K
CTWM
1322
Cherry Tree Wealth Management
Minnesota
$38K
GSWM
1323
Golden State Wealth Management
California
$37.8K
DF
1324
DecisionPoint Financial
Arizona
$36.6K
TFIPS
1325
Towarzystwo Funduszy Inwestycyjnych PZU SA
$35.9K