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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
FMP
1326
Financial Management Professionals
Texas
$31.5K
TWM
1327
TopTier Wealth Management
Wisconsin
$31.2K
CMA
1328
Cedar Mountain Advisors
Oregon
$31.2K
T
1329
Tidemark
California
$29.7K
PFSC
1330
Peoples Financial Services Corp
Pennsylvania
$29.1K
JWA
1331
JFS Wealth Advisors
Pennsylvania
$28.2K
CFSG
1332
Community Financial Services Group
Vermont
$28K
FGA
1333
Fortis Group Advisors
New Jersey
$27.5K
KFP
1334
Kerr Financial Planning
California
$27K
RWPA
1335
Richard W. Paul & Associates
Michigan
$26.7K
DFA
1336
DHJJ Financial Advisors
Illinois
$26.3K
AWM
1337
Activest Wealth Management
Florida
$26K
WBC
1338
West Branch Capital
Massachusetts
$25.8K
BTD
1339
BankPlus Trust Department
Mississippi
$25.8K
WETS
1340
Wealth Enhancement Trust Services
South Dakota
$25.5K
EWP
1341
Elevation Wealth Partners
California
$25.3K
HHCP
1342
Hilton Head Capital Partners
South Carolina
$25.1K
EA
1343
Evolution Advisers
Virginia
$25K
Balyasny Asset Management
1344
Balyasny Asset Management
Illinois
$24.9K
IRC
1345
Investors Research Corp
Georgia
$23.7K
API
1346
Asset Planning Inc
California
$23.5K
BIA
1347
Bell Investment Advisors
California
$22.9K
AWA
1348
Acumen Wealth Advisors
Tennessee
$22.5K
SC
1349
Solstein Capital
California
$22.2K
HFS
1350
Horizon Financial Services
North Carolina
$21.4K