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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
NFSG
1426
Newbridge Financial Services Group
Florida
$4.09K
BFS
1427
Bare Financial Services
Pennsylvania
$4.05K
RBC
1428
Roble Belko & Company
Pennsylvania
$4K
PWMG
1429
Private Wealth Management Group
New Jersey
$3.96K
WPA
1430
Wealth Preservation Advisors
Tennessee
$3.96K
FCAS
1431
First Command Advisory Services
Texas
$3.87K
LWM
1432
Lodestone Wealth Management
Washington
$3.78K
CWM
1433
Copia Wealth Management
Oregon
$3.59K
PB
1434
Prosperity Bancshares
Texas
$3.41K
HWA
1435
HHM Wealth Advisors
Tennessee
$3.23K
EWM
1436
Evolution Wealth Management
Florida
$3.22K
SFS
1437
Sunrise Financial Services
Washington
$3.22K
KA
1438
Kozak & Associates
Colorado
$3.07K
VERPA
1439
Virginia Estate & Retirement Planning Advisors
Virginia
$2.95K
DWA
1440
Delos Wealth Advisors
Texas
$2.86K
OPTFSNA
1441
Old Point Trust & Financial Services N A
Virginia
$2.86K
HHGA
1442
Halbert Hargrove Global Advisors
California
$2.76K
NL
1443
NVWM LLC
Pennsylvania
$2.76K
AWM
1444
Abound Wealth Management
Tennessee
$2.68K
AP
1445
Aspect Partners
Virginia
$2.58K
AG
1446
AmeriFlex Group
Nevada
$2.4K
MS
1447
Monetary Solutions
Ohio
$2.4K
HWP
1448
Highline Wealth Partners
California
$2.3K
IWS
1449
Intentional Wealth Strategies
Colorado
$2.21K
IWM
1450
IMG Wealth Management
Florida
$2.12K