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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
MWM
1626
Mattern Wealth Management
Kansas
PWMG
1627
Pinnacle Wealth Management Group
Michigan
FMI
1628
F/M Investments
District of Columbia
SJL
1629
Shayne & Jacobs LLC
Tennessee
BHIA
1630
Birch Hill Investment Advisors
Massachusetts
LRIC
1631
Long Road Investment Counsel
Michigan
PIM
1632
Provident Investment Management
Michigan
BFA
1633
Beaumont Financial Advisors
Massachusetts
AWM
1634
Aberdeen Wealth Management
Illinois
CWM
1635
Cahaba Wealth Management
Georgia
CPC
1636
Consolidated Planning Corp
Georgia
CFS
1637
Commonwealth Financial Services
West Virginia
IFG
1638
Independent Financial Group
California
RWM
1639
Rockline Wealth Management
New York
DW
1640
Dodds Wealth
Colorado
PHIC
1641
Pine Haven Investment Counsel
Massachusetts
DWM
1642
Dakota Wealth Management
Florida
CAWM
1643
Capital Advisors Wealth Management
Washington
AWAG
1644
ARS Wealth Advisors Group
Florida
SIC
1645
Schwartz Investment Counsel
Michigan
NWMG
1646
National Wealth Management Group
Ohio
EA
1647
Enclave Advisors
Texas
EFG
1648
Ethos Financial Group
Pennsylvania
RPWA
1649
Regent Peak Wealth Advisors
Georgia
NPT
1650
Nixon Peabody Trust
Massachusetts