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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
CAWM
1651
Capital Advisors Wealth Management
Washington
-$212K -1,892 Closed
AWAG
1652
ARS Wealth Advisors Group
Florida
-$212K -1,886 Closed
SIC
1653
Schwartz Investment Counsel
Michigan
-$211K -1,879 Closed
NWMG
1654
National Wealth Management Group
Ohio
-$210K -1,870 Closed
EA
1655
Enclave Advisors
Texas
-$209K -1,867 Closed
EFG
1656
Ethos Financial Group
Pennsylvania
-$209K -1,867 Closed
RPWA
1657
Regent Peak Wealth Advisors
Georgia
-$208K -1,857 Closed
NPT
1658
Nixon Peabody Trust
Massachusetts
-$208K -1,850 Closed
SB
1659
Sunflower Bank
Texas
-$207K -1,846 Closed
MFG
1660
Magnus Financial Group
New York
-$207K -1,845 Closed
DOA
1661
D'Orazio & Associates
Virginia
-$206K -1,837 Closed
TPWA
1662
TRUE Private Wealth Advisors
Oregon
-$205K -1,829 Closed
PIA
1663
Pinion Investment Advisors
Kansas
-$205K -1,827 Closed
KAS
1664
KPP Advisory Services
Kentucky
-$205K -1,825 Closed
PJSIMP
1665
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$205K -1,824 Closed
SAM
1666
SP Asset Management
California
-$204K -1,816 Closed
FCP
1667
Fidelis Capital Partners
Florida
-$202K -1,800 Closed
KA
1668
Klingman & Associates
New York
-$202K -1,797 Closed
SFG
1669
SNS Financial Group
Minnesota
-$201K -1,794 Closed
PAS
1670
Parsonex Advisory Services
Colorado
-$201K -1,789 Closed
BONH
1671
Bank of New Hampshire
New Hampshire
-$183K -1,630 Closed
MA
1672
Modus Advisors
Minnesota
-$179K -1,593 Closed
MUMSS
1673
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$176K -1,566 Closed
E
1674
Evansbrook
Illinois
-$149K -1,330 Closed
OC
1675
Optima Capital
Oregon
-$144K -1,284 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.