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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
IAAG
1301
Innovative Asset Advisors Group
Connecticut
$44K
BGAI
1302
Bruce G. Allen Investments
Colorado
$43.2K
OAJ
1303
Ogorek Anthony Joseph
New York
$42K
GBT
1304
Grove Bank & Trust
Florida
$41.7K
TCM
1305
Tradewinds Capital Management
Washington
$41.5K
FDCP
1306
Foster Dykema Cabot & Partners
Massachusetts
$40.1K
B
1307
Bayban
Minnesota
$39.8K
CVM
1308
Cheviot Value Management
California
$39.8K
AAG
1309
Armstrong Advisory Group
Massachusetts
$39.1K
NECFA
1310
New England Capital Financial Advisors
Connecticut
$38.7K
EC
1311
Elequin Capital
New York
$38.1K
CTWM
1312
Cherry Tree Wealth Management
Minnesota
$38K
GSWM
1313
Golden State Wealth Management
California
$37.8K
DF
1314
DecisionPoint Financial
Arizona
$36.6K
TFIPS
1315
Towarzystwo Funduszy Inwestycyjnych PZU SA
$35.9K
RFS
1316
Richardson Financial Services
Massachusetts
$35K
SN
1317
Sittner & Nelson
Oregon
$34.8K
MCM
1318
MV Capital Management
Maryland
$34.6K
FRA
1319
Front Row Advisors
California
$34.6K
FCT
1320
First Community Trust
Iowa
$34.2K
CT
1321
Clearstead Trust
Maine
$33.4K
CM
1322
Castleark Management
Illinois
$33.2K
LSA
1323
Leonteq Securities AG
Switzerland
$33.2K
TFA
1324
Toth Financial Advisory
Virginia
$32.9K
GWP
1325
Gen-Wealth Partners
Michigan
$31.6K