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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
RWM
1626
Rockline Wealth Management
New York
DW
1627
Dodds Wealth
Colorado
PHIC
1628
Pine Haven Investment Counsel
Massachusetts
DWM
1629
Dakota Wealth Management
Florida
CAWM
1630
Capital Advisors Wealth Management
Washington
AWAG
1631
ARS Wealth Advisors Group
Florida
SIC
1632
Schwartz Investment Counsel
Michigan
NWMG
1633
National Wealth Management Group
Ohio
EA
1634
Enclave Advisors
Texas
EFG
1635
Ethos Financial Group
Pennsylvania
RPWA
1636
Regent Peak Wealth Advisors
Georgia
NPT
1637
Nixon Peabody Trust
Massachusetts
SB
1638
Sunflower Bank
Texas
MFG
1639
Magnus Financial Group
New York
DOA
1640
D'Orazio & Associates
Virginia
TPWA
1641
TRUE Private Wealth Advisors
Oregon
PIA
1642
Pinion Investment Advisors
Kansas
KAS
1643
KPP Advisory Services
Kentucky
PJSIMP
1644
P.J. Schmidt Investment Management (PJS)
Wisconsin
SAM
1645
SP Asset Management
California
FCP
1646
Fidelis Capital Partners
Florida
KA
1647
Klingman & Associates
New York
SFG
1648
SNS Financial Group
Minnesota
PAS
1649
Parsonex Advisory Services
Colorado
BONH
1650
Bank of New Hampshire
New Hampshire