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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
PWA
1351
Physician Wealth Advisors
Utah
$21K
AF
1352
Align Financial
Minnesota
$20.9K
MWA
1353
Medallion Wealth Advisors
Connecticut
$20.7K
WIM
1354
Westside Investment Management
California
$20.4K
FPF
1355
First Pacific Financial
Washington
$20.4K
CWM
1356
Consultiva Wealth Management
Puerto Rico
$20.2K
APW
1357
Aventura Private Wealth
Florida
$20K
SR
1358
Swiss Re
Switzerland
$19.9K
DCM
1359
Dorato Capital Management
Colorado
$19.8K
PL
1360
Protective Life
Alabama
$19.3K
MSFP
1361
Mark Sheptoff Financial Planning
Connecticut
$18.6K
WA
1362
Westfuller Advisors
New York
$18.6K
PWA
1363
Portus Wealth Advisors
North Carolina
$18.5K
PMFA
1364
Plante Moran Financial Advisors
Michigan
$18.4K
ANBT
1365
American National Bank & Trust
Texas
$18.2K
PWMG
1366
Prestige Wealth Management Group
New Jersey
$16.7K
FCMT
1367
Founders Capital Management (Texas)
Texas
$14.5K
IW
1368
Imprint Wealth
South Carolina
$13.8K
SGFG
1369
Silver Grove Financial Group
New York
$13.8K
NWM
1370
Nova Wealth Management
Florida
$13.4K
MAM
1371
Meeder Asset Management
Ohio
$13K
CCA
1372
Catalyst Capital Advisors
New York
$12.9K
LAS
1373
Lloyd Advisory Services
Georgia
$12.7K
KFG
1374
Kingdom Financial Group
Arizona
$12.7K
RPA
1375
Redwood Park Advisors
California
$12.4K