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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
VWA
1626
Visionary Wealth Advisors
Illinois
-$231K -2,058 Closed
LNB
1627
Ledyard National Bank
-$230K -2,049 Closed
FMLI
1628
Fukoku Mutual Life Insurance
Japan
-$229K -2,043 Closed
AWM
1629
Aries Wealth Management
Maine
-$229K -2,039 Closed
HDA
1630
Harold Davidson & Associates
California
-$228K -2,032 Closed
SFWC
1631
Strategic Family Wealth Counselors
New Jersey
-$217K -2,024 Closed
GVAG
1632
Great Valley Advisor Group
Delaware
-$226K -2,020 Closed
MWM
1633
Mattern Wealth Management
Kansas
-$226K -2,013 Closed
PWMG
1634
Pinnacle Wealth Management Group
Michigan
-$225K -2,007 Closed
FMI
1635
F/M Investments
District of Columbia
-$225K -2,002 Closed
BHIA
1636
Birch Hill Investment Advisors
Massachusetts
-$224K -2,000 Closed
LRIC
1637
Long Road Investment Counsel
Michigan
-$224K -2,000 Closed
SAM
1638
Sequent Asset Management
Texas
-$224K -2,000 Closed
SJL
1639
Shayne & Jacobs LLC
Tennessee
-$224K -2,000 Closed
PIM
1640
Provident Investment Management
Michigan
-$224K -1,999 Closed
BFA
1641
Beaumont Financial Advisors
Massachusetts
-$223K -1,990 Closed
AWM
1642
Aberdeen Wealth Management
Illinois
-$222K -1,983 Closed
CWM
1643
Cahaba Wealth Management
Georgia
-$221K -1,968 Closed
CPC
1644
Consolidated Planning Corp
Georgia
-$220K -1,960 Closed
CFS
1645
Commonwealth Financial Services
West Virginia
-$218K -1,948 Closed
IFG
1646
Independent Financial Group
California
-$218K -1,940 Closed
RWM
1647
Rockline Wealth Management
New York
-$216K -1,929 Closed
DW
1648
Dodds Wealth
Colorado
-$216K -1,927 Closed
PHIC
1649
Pine Haven Investment Counsel
Massachusetts
-$214K -1,908 Closed
DWM
1650
Dakota Wealth Management
Florida
-$213K -1,902 Closed

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.