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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
RWM
1401
RMG Wealth Management
Wisconsin
$8.54K
SWP
1402
Strategic Wealth Partners
Ohio
$8.47K
MNA
1403
Manning & Napier Advisors
New York
$8.38K
SWM
1404
SHP Wealth Management
Massachusetts
$8.31K
BHWM
1405
Beaird Harris Wealth Management
Texas
$8.02K
RTL
1406
Red Tortoise LLC
Georgia
$7.83K
NF
1407
Napier Financial
Massachusetts
$7.74K
AW
1408
Ankerstar Wealth
Texas
$7.65K
SIS
1409
Sound Income Strategies
Florida
$7.63K
IA
1410
IFG Advisory
Georgia
$7.37K
EWM
1411
Evermay Wealth Management
Virginia
$7.37K
WAG
1412
Wilkerson Advisory Group
Missouri
$7K
AT
1413
Arlington Trust
Alabama
$6.82K
HNW
1414
High Note Wealth
Minnesota
$6.54K
MSG
1415
Main Street Group
Virginia
$6.54K
CCMI
1416
Creative Capital Management Investments
California
$6.45K
CFS
1417
CGC Financial Services
Oregon
$6.45K
1M
1418
1248 Management
Missouri
$6.36K
ATC
1419
Adirondack Trust Company
New York
$6.36K
HFS
1420
Hughes Financial Services
Virginia
$6.26K
SIM
1421
Synergy Investment Management
Florida
$6.08K
BLC
1422
Brown, Lisle/Cummings
Rhode Island
$5.25K
RF
1423
Rossby Financial
Florida
$5.09K
VWA
1424
Valued Wealth Advisors
Utah
$5K
SFCL
1425
Strengthening Families & Communities LLC
Massachusetts
$4.48K