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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
OPTFSNA
1451
Old Point Trust & Financial Services N A
Virginia
$2.86K
HHGA
1452
Halbert Hargrove Global Advisors
California
$2.76K
NL
1453
NVWM LLC
Pennsylvania
$2.76K
AWM
1454
Abound Wealth Management
Tennessee
$2.68K
AP
1455
Aspect Partners
Virginia
$2.58K
AG
1456
AmeriFlex Group
Nevada
$2.4K
MS
1457
Monetary Solutions
Ohio
$2.4K
HWP
1458
Highline Wealth Partners
California
$2.3K
IWS
1459
Intentional Wealth Strategies
Colorado
$2.21K
IWM
1460
IMG Wealth Management
Florida
$2.12K
BFS
1461
Burkett Financial Services
South Carolina
$2.11K
GCP
1462
Gill Capital Partners
Colorado
$2.03K
DPW
1463
DiNuzzo Private Wealth
Pennsylvania
$1.94K
CFG
1464
Clayton Financial Group
Missouri
$1.84K
BHWM
1465
Bay Harbor Wealth Management
Maryland
$1.57K
STB
1466
S&T Bank
Pennsylvania
$1.57K
CWP
1467
Clark Wealth Partners
Illinois
$1.47K
Q1WB
1468
Quest 10 Wealth Builders
Virginia
$1.29K
WA
1469
WPG Advisers
Maryland
$1.29K
ECM
1470
Estabrook Capital Management
New York
$1.29K
W
1471
WealthCollab
Washington
$1.2K
LI
1472
LRI Investments
Florida
$1.2K
BH
1473
Burk Holdings
Oklahoma
$1.2K
PWM
1474
Proathlete Wealth Management
Florida
$1.1K
LWMI
1475
Legacy Wealth Management (Idaho)
Idaho
$1.01K