We are live on ! Find out more
PAYX icon

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
AF
1601
Arrow Financial
New York
KA
1602
Kovack Advisors
Florida
AAM
1603
Aureus Asset Management
Massachusetts
TW
1604
ticino wealth
California
KTM
1605
Keeler Thomas Management
Utah
AFT
1606
Alpha Family Trust
California
GWANC
1607
Guardian Wealth Advisors (North Carolina)
North Carolina
GAG
1608
GM Advisory Group
New York
CWM
1609
Challenger Wealth Management
California
WA
1610
WBH Advisory
Maryland
SFO
1611
Stokes Family Office
Louisiana
UF
1612
Univest Financial
Pennsylvania
MFGM
1613
Marshall Financial Group (Maryland)
Maryland
FNBOH
1614
First National Bank of Hutchinson
Kansas
SDH
1615
Sloy Dahl & Holst
Washington
FIB
1616
First Interstate Bank
Montana
BCM
1617
Becker Capital Management
Oregon
AHL
1618
Abel Hall LLC
Louisiana
VWA
1619
Visionary Wealth Advisors
Illinois
LNB
1620
Ledyard National Bank
FMLI
1621
Fukoku Mutual Life Insurance
Japan
AWM
1622
Aries Wealth Management
Maine
HDA
1623
Harold Davidson & Associates
California
SFWC
1624
Strategic Family Wealth Counselors
New Jersey
GVAG
1625
Great Valley Advisor Group
Delaware