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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
CCMI
1426
Creative Capital Management Investments
California
$6.45K
CFS
1427
CGC Financial Services
Oregon
$6.45K
ATC
1428
Adirondack Trust Company
New York
$6.36K
1M
1429
1248 Management
Missouri
$6.36K
HFS
1430
Hughes Financial Services
Virginia
$6.26K
SIM
1431
Synergy Investment Management
Florida
$6.08K
BLC
1432
Brown, Lisle/Cummings
Rhode Island
$5.25K
RF
1433
Rossby Financial
Florida
$5.09K
VWA
1434
Valued Wealth Advisors
Utah
$5K
SFCL
1435
Strengthening Families & Communities LLC
Massachusetts
$4.48K
NFSG
1436
Newbridge Financial Services Group
Florida
$4.09K
BFS
1437
Bare Financial Services
Pennsylvania
$4.05K
RBC
1438
Roble Belko & Company
Pennsylvania
$4K
PWMG
1439
Private Wealth Management Group
New Jersey
$3.96K
WPA
1440
Wealth Preservation Advisors
Tennessee
$3.96K
FCAS
1441
First Command Advisory Services
Texas
$3.87K
LWM
1442
Lodestone Wealth Management
Washington
$3.78K
CWM
1443
Copia Wealth Management
Oregon
$3.59K
PB
1444
Prosperity Bancshares
Texas
$3.41K
HWA
1445
HHM Wealth Advisors
Tennessee
$3.23K
EWM
1446
Evolution Wealth Management
Florida
$3.22K
SFS
1447
Sunrise Financial Services
Washington
$3.22K
KA
1448
Kozak & Associates
Colorado
$3.07K
VERPA
1449
Virginia Estate & Retirement Planning Advisors
Virginia
$2.95K
DWA
1450
Delos Wealth Advisors
Texas
$2.86K