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Paychex

1,501 hedge funds and large institutions have $26.5B invested in Paychex in 2026 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 614 increasing their positions, 531 reducing their positions, and 212 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:

more ownership

Funds ownership:

less funds holding

Funds holding:

18% less capital invested

Capital invested by funds: $32.3B → $26.5B (-$5.78B)

29% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 212

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
1,501
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

Top Buyers

1 +$344M
2 +$129M
3 +$128M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
+$116M
5
Millennium Management
Millennium Management
New York
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1426
Evermay Wealth Management
Virginia
$7.37K
WAG
1427
Wilkerson Advisory Group
Missouri
$7K
AT
1428
Arlington Trust
Alabama
$6.82K
HNW
1429
High Note Wealth
Minnesota
$6.54K
MSG
1430
Main Street Group
Virginia
$6.54K
CFS
1431
CGC Financial Services
Oregon
$6.45K
CCMI
1432
Creative Capital Management Investments
California
$6.45K
1M
1433
1248 Management
Missouri
$6.36K
ATC
1434
Adirondack Trust Company
New York
$6.36K
HFS
1435
Hughes Financial Services
Virginia
$6.26K
SIM
1436
Synergy Investment Management
Florida
$6.08K
BLC
1437
Brown, Lisle/Cummings
Rhode Island
$5.25K
RF
1438
Rossby Financial
Florida
$5.09K
VWA
1439
Valued Wealth Advisors
Utah
$5K
SFCL
1440
Strengthening Families & Communities LLC
Massachusetts
$4.48K
NFSG
1441
Newbridge Financial Services Group
Florida
$4.09K
BFS
1442
Bare Financial Services
Pennsylvania
$4.05K
RBC
1443
Roble Belko & Company
Pennsylvania
$4K
PWMG
1444
Private Wealth Management Group
New Jersey
$3.96K
WPA
1445
Wealth Preservation Advisors
Tennessee
$3.96K
FCAS
1446
First Command Advisory Services
Texas
$3.87K
LWM
1447
Lodestone Wealth Management
Washington
$3.78K
CWM
1448
Copia Wealth Management
Oregon
$3.59K
PB
1449
Prosperity Bancshares
Texas
$3.41K
HWA
1450
HHM Wealth Advisors
Tennessee
$3.23K