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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
SB
1651
Sunflower Bank
Texas
MFG
1652
Magnus Financial Group
New York
DOA
1653
D'Orazio & Associates
Virginia
TPWA
1654
TRUE Private Wealth Advisors
Oregon
PIA
1655
Pinion Investment Advisors
Kansas
KAS
1656
KPP Advisory Services
Kentucky
PJSIMP
1657
P.J. Schmidt Investment Management (PJS)
Wisconsin
SAM
1658
SP Asset Management
California
FCP
1659
Fidelis Capital Partners
Florida
KA
1660
Klingman & Associates
New York
SFG
1661
SNS Financial Group
Minnesota
PAS
1662
Parsonex Advisory Services
Colorado
BONH
1663
Bank of New Hampshire
New Hampshire
MA
1664
Modus Advisors
Minnesota
MUMSS
1665
Mitsubishi UFJ Morgan Stanley Securities
Japan
E
1666
Evansbrook
Illinois
OC
1667
Optima Capital
Oregon
GAG
1668
Goodman Advisory Group
Massachusetts
SSG
1669
Summit Securities Group
New York
KBFS
1670
Kohmann Bosshard Financial Services
Ohio
Loomis, Sayles & Company
1671
Loomis, Sayles & Company
Massachusetts
FDP
1672
Financiere des Professionnels
Quebec, Canada
SIM
1673
Sentry Investment Management
Wisconsin
IIM
1674
Intact Investment Management
Quebec, Canada
TH
1675
TCTC Holdings
Texas