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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
TFGT
1401
TS Financial Group (TSFG)
Illinois
$10K
FFO
1402
Fortitude Family Office
Arizona
$9.86K
MCA
1403
McGuire Capital Advisors
Oklahoma
$9.77K
CFM
1404
Cornerstone Financial Management
Massachusetts
$9.67K
BT
1405
Banque Transatlantique
France
$9.29K
RF
1406
Roxbury Financial
New Jersey
$9.25K
AF
1407
Abound Financial
California
$9.21K
OCM
1408
Osbon Capital Management
Massachusetts
$8.88K
KG
1409
Kilter Group
New York
$8.66K
MGI
1410
Miller Global Investments
Texas
$8.66K
RWM
1411
RMG Wealth Management
Wisconsin
$8.54K
SWP
1412
Strategic Wealth Partners
Ohio
$8.47K
MNA
1413
Manning & Napier Advisors
New York
$8.38K
SWM
1414
SHP Wealth Management
Massachusetts
$8.31K
BHWM
1415
Beaird Harris Wealth Management
Texas
$8.02K
RTL
1416
Red Tortoise LLC
Georgia
$7.83K
NF
1417
Napier Financial
Massachusetts
$7.74K
AW
1418
Ankerstar Wealth
Texas
$7.65K
SIS
1419
Sound Income Strategies
Florida
$7.63K
IA
1420
IFG Advisory
Georgia
$7.37K
EWM
1421
Evermay Wealth Management
Virginia
$7.37K
WAG
1422
Wilkerson Advisory Group
Missouri
$7K
AT
1423
Arlington Trust
Alabama
$6.82K
HNW
1424
High Note Wealth
Minnesota
$6.54K
MSG
1425
Main Street Group
Virginia
$6.54K