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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
AWM
1626
Aries Wealth Management
Maine
HDA
1627
Harold Davidson & Associates
California
SFWC
1628
Strategic Family Wealth Counselors
New Jersey
GVAG
1629
Great Valley Advisor Group
Delaware
MWM
1630
Mattern Wealth Management
Kansas
PWMG
1631
Pinnacle Wealth Management Group
Michigan
FMI
1632
F/M Investments
District of Columbia
BHIA
1633
Birch Hill Investment Advisors
Massachusetts
LRIC
1634
Long Road Investment Counsel
Michigan
SJL
1635
Shayne & Jacobs LLC
Tennessee
PIM
1636
Provident Investment Management
Michigan
BFA
1637
Beaumont Financial Advisors
Massachusetts
AWM
1638
Aberdeen Wealth Management
Illinois
CWM
1639
Cahaba Wealth Management
Georgia
CPC
1640
Consolidated Planning Corp
Georgia
CFS
1641
Commonwealth Financial Services
West Virginia
IFG
1642
Independent Financial Group
California
RWM
1643
Rockline Wealth Management
New York
DW
1644
Dodds Wealth
Colorado
PHIC
1645
Pine Haven Investment Counsel
Massachusetts
DWM
1646
Dakota Wealth Management
Florida
CAWM
1647
Capital Advisors Wealth Management
Washington
AWAG
1648
ARS Wealth Advisors Group
Florida
SIC
1649
Schwartz Investment Counsel
Michigan
NWMG
1650
National Wealth Management Group
Ohio