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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
BFS
1451
Burkett Financial Services
South Carolina
$2.11K
GCP
1452
Gill Capital Partners
Colorado
$2.03K
DPW
1453
DiNuzzo Private Wealth
Pennsylvania
$1.94K
CFG
1454
Clayton Financial Group
Missouri
$1.84K
STB
1455
S&T Bank
Pennsylvania
$1.57K
BHWM
1456
Bay Harbor Wealth Management
Maryland
$1.57K
CWP
1457
Clark Wealth Partners
Illinois
$1.47K
Q1WB
1458
Quest 10 Wealth Builders
Virginia
$1.29K
WA
1459
WPG Advisers
Maryland
$1.29K
ECM
1460
Estabrook Capital Management
New York
$1.29K
W
1461
WealthCollab
Washington
$1.2K
LI
1462
LRI Investments
Florida
$1.2K
BH
1463
Burk Holdings
Oklahoma
$1.2K
PWM
1464
Proathlete Wealth Management
Florida
$1.1K
LWMI
1465
Legacy Wealth Management (Idaho)
Idaho
$1.01K
SWIM
1466
Smallwood Wealth Investment Management
New Jersey
$921
MDA
1467
Minot DeBlois Advisors
Massachusetts
$921
FC
1468
Financial Consulate
Maryland
$830
CA
1469
Crewe Advisors
Utah
$830
RS
1470
Rakuten Securities
Japan
$829
1IA
1471
1620 Investment Advisors
Massachusetts
$737
HIA
1472
HFM Investment Advisors
New Jersey
$645
CTA
1473
Colonial Trust Advisors
South Carolina
$633
DF
1474
Dunhill Financial
United Kingdom
$501
BIM
1475
Breakwater Investment Management
Washington
$461