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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
1451
Evolution Wealth Management
Florida
$3.22K
SFS
1452
Sunrise Financial Services
Washington
$3.22K
KA
1453
Kozak & Associates
Colorado
$3.07K
VERPA
1454
Virginia Estate & Retirement Planning Advisors
Virginia
$2.95K
DWA
1455
Delos Wealth Advisors
Texas
$2.86K
OPTFSNA
1456
Old Point Trust & Financial Services N A
Virginia
$2.86K
HHGA
1457
Halbert Hargrove Global Advisors
California
$2.76K
NL
1458
NVWM LLC
Pennsylvania
$2.76K
AWM
1459
Abound Wealth Management
Tennessee
$2.68K
AP
1460
Aspect Partners
Virginia
$2.58K
AG
1461
AmeriFlex Group
Nevada
$2.4K
MS
1462
Monetary Solutions
Ohio
$2.4K
HWP
1463
Highline Wealth Partners
California
$2.3K
IWS
1464
Intentional Wealth Strategies
Colorado
$2.21K
IWM
1465
IMG Wealth Management
Florida
$2.12K
BFS
1466
Burkett Financial Services
South Carolina
$2.11K
GCP
1467
Gill Capital Partners
Colorado
$2.03K
DPW
1468
DiNuzzo Private Wealth
Pennsylvania
$1.94K
CFG
1469
Clayton Financial Group
Missouri
$1.84K
BHWM
1470
Bay Harbor Wealth Management
Maryland
$1.57K
STB
1471
S&T Bank
Pennsylvania
$1.57K
CWP
1472
Clark Wealth Partners
Illinois
$1.47K
Q1WB
1473
Quest 10 Wealth Builders
Virginia
$1.29K
WA
1474
WPG Advisers
Maryland
$1.29K
ECM
1475
Estabrook Capital Management
New York
$1.29K