We are live on ! Find out more
PAYX icon

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
RFS
1326
Richardson Financial Services
Massachusetts
$35K
SN
1327
Sittner & Nelson
Oregon
$34.8K
MCM
1328
MV Capital Management
Maryland
$34.6K
FRA
1329
Front Row Advisors
California
$34.6K
FCT
1330
First Community Trust
Iowa
$34.2K
CT
1331
Clearstead Trust
Maine
$33.4K
CM
1332
Castleark Management
Illinois
$33.2K
LSA
1333
Leonteq Securities AG
Switzerland
$33.2K
TFA
1334
Toth Financial Advisory
Virginia
$32.9K
GWP
1335
Gen-Wealth Partners
Michigan
$31.6K
FMP
1336
Financial Management Professionals
Texas
$31.5K
TWM
1337
TopTier Wealth Management
Wisconsin
$31.2K
CMA
1338
Cedar Mountain Advisors
Oregon
$31.2K
T
1339
Tidemark
California
$29.7K
PFSC
1340
Peoples Financial Services Corp
Pennsylvania
$29.1K
JWA
1341
JFS Wealth Advisors
Pennsylvania
$28.2K
CFSG
1342
Community Financial Services Group
Vermont
$28K
FGA
1343
Fortis Group Advisors
New Jersey
$27.5K
KFP
1344
Kerr Financial Planning
California
$27K
RWPA
1345
Richard W. Paul & Associates
Michigan
$26.7K
DFA
1346
DHJJ Financial Advisors
Illinois
$26.3K
AWM
1347
Activest Wealth Management
Florida
$26K
WBC
1348
West Branch Capital
Massachusetts
$25.8K
BTD
1349
BankPlus Trust Department
Mississippi
$25.8K
WETS
1350
Wealth Enhancement Trust Services
South Dakota
$25.5K