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Paychex

1,504 hedge funds and large institutions have $27.2B invested in Paychex in 2026 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 614 increasing their positions, 531 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $182M | Put options by funds: $149M

16% more repeat investments, than reductions

Existing positions increased: 614 | Existing positions reduced: 531

0.01% more ownership

Funds ownership: 82.45%82.46% (+0.01%)

5% less funds holding

Funds holding: 1,5871,504 (-83)

18% less capital invested

Capital invested by funds: $33.2B → $27.2B (-$5.99B)

29% less first-time investments, than exits

New positions opened: 151 | Existing positions closed: 213

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
1,504
Holders Change
-83
Holders Change %
-5.23%
% of All Funds
18.5%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
151
Increased
614
Reduced
531
Closed
213
Calls
$182M
Puts
$149M
Net Calls
+$33M
Net Calls Change
-$82.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1451
Copia Wealth Management
Oregon
$3.59K
PB
1452
Prosperity Bancshares
Texas
$3.41K
HWA
1453
HHM Wealth Advisors
Tennessee
$3.23K
EWM
1454
Evolution Wealth Management
Florida
$3.22K
SFS
1455
Sunrise Financial Services
Washington
$3.22K
KA
1456
Kozak & Associates
Colorado
$3.07K
VERPA
1457
Virginia Estate & Retirement Planning Advisors
Virginia
$2.95K +$3.17K +32 New
DWA
1458
Delos Wealth Advisors
Texas
$2.86K
OPTFSNA
1459
Old Point Trust & Financial Services N A
Virginia
$2.86K
HHGA
1460
Halbert Hargrove Global Advisors
California
$2.76K -$1.98K -20 -40%
NL
1461
NVWM LLC
Pennsylvania
$2.76K +$989 +10 +50%
AWM
1462
Abound Wealth Management
Tennessee
$2.68K -$396 -4 -12%
AP
1463
Aspect Partners
Virginia
$2.58K -$495 -5 -15%
AG
1464
AmeriFlex Group
Nevada
$2.4K -$297 -3 -10%
MS
1465
Monetary Solutions
Ohio
$2.4K
HWP
1466
Highline Wealth Partners
California
$2.3K +$792 +8 +47%
IWS
1467
Intentional Wealth Strategies
Colorado
$2.21K +$2.38K +24 New
IWM
1468
IMG Wealth Management
Florida
$2.12K +$297 +3 +15%
BFS
1469
Burkett Financial Services
South Carolina
$2.11K
GCP
1470
Gill Capital Partners
Colorado
$2.03K +$2.18K +22 New
DPW
1471
DiNuzzo Private Wealth
Pennsylvania
$1.94K -$890 -9 -30%
CFG
1472
Clayton Financial Group
Missouri
$1.84K +$1.98K +20 New
BHWM
1473
Bay Harbor Wealth Management
Maryland
$1.57K
STB
1474
S&T Bank
Pennsylvania
$1.57K
CWP
1475
Clark Wealth Partners
Illinois
$1.47K +$99 +1 +7%

PAYX Hedge Fund Activity: Q1 2026 in Review

1,504 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q1 2026, worth a combined $27.2B — down 18% from $33.2B a quarter earlier.

Sellers outnumbered buyers: 213 funds closed out of PAYX and 151 opened new positions — a net loss of 62 holders — while 531 trimmed existing stakes and 614 added.

The largest buyer was Federated Hermes, adding an estimated $344M. The largest seller was Wells Fargo, cutting an estimated $223M.

  • 1,504 institutional investors held Paychex (PAYX) as of Q1 2026, down from 1,587 in Q4 2025.
  • Funds reported $27.2B of Paychex stock for Q1 2026, down 18% quarter-over-quarter.
  • 151 funds opened new Paychex positions in Q1 2026 and 213 closed out, a net change of -62 holders.
  • The largest Paychex buyer in Q1 2026 was Federated Hermes, an estimated $344M added.
  • The largest Paychex seller in Q1 2026 was Wells Fargo, an estimated $223M sold.

Based on aggregated 13F filings for Q1 2026.