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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
EWP
1351
Elevation Wealth Partners
California
$25.3K
HHCP
1352
Hilton Head Capital Partners
South Carolina
$25.1K
EA
1353
Evolution Advisers
Virginia
$25K
Balyasny Asset Management
1354
Balyasny Asset Management
Illinois
$24.9K
IRC
1355
Investors Research Corp
Georgia
$23.7K
API
1356
Asset Planning Inc
California
$23.5K
BIA
1357
Bell Investment Advisors
California
$22.9K
AWA
1358
Acumen Wealth Advisors
Tennessee
$22.5K
SC
1359
Solstein Capital
California
$22.2K
HFS
1360
Horizon Financial Services
North Carolina
$21.4K
PWA
1361
Physician Wealth Advisors
Utah
$21K
AF
1362
Align Financial
Minnesota
$20.9K
MWA
1363
Medallion Wealth Advisors
Connecticut
$20.7K
WIM
1364
Westside Investment Management
California
$20.4K
FPF
1365
First Pacific Financial
Washington
$20.4K
CWM
1366
Consultiva Wealth Management
Puerto Rico
$20.2K
APW
1367
Aventura Private Wealth
Florida
$20K
SR
1368
Swiss Re
Switzerland
$19.9K
DCM
1369
Dorato Capital Management
Colorado
$19.8K
PL
1370
Protective Life
Alabama
$19.3K
MSFP
1371
Mark Sheptoff Financial Planning
Connecticut
$18.6K
WA
1372
Westfuller Advisors
New York
$18.6K
PWA
1373
Portus Wealth Advisors
North Carolina
$18.5K
PMFA
1374
Plante Moran Financial Advisors
Michigan
$18.4K
ANBT
1375
American National Bank & Trust
Texas
$18.2K