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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
MA
1651
Modus Advisors
Minnesota
MUMSS
1652
Mitsubishi UFJ Morgan Stanley Securities
Japan
OC
1653
Optima Capital
Oregon
GAG
1654
Goodman Advisory Group
Massachusetts
SSG
1655
Summit Securities Group
New York
KBFS
1656
Kohmann Bosshard Financial Services
Ohio
Loomis, Sayles & Company
1657
Loomis, Sayles & Company
Massachusetts
FDP
1658
Financiere des Professionnels
Quebec, Canada
SIM
1659
Sentry Investment Management
Wisconsin
IIM
1660
Intact Investment Management
Quebec, Canada
TH
1661
TCTC Holdings
Texas
CM
1662
Capula Management
Cayman Islands
WWA
1663
Wealth Watch Advisors
Colorado
BAM
1664
Bellevue Asset Management
Washington
VWWMG
1665
Vermillion & White Wealth Management Group
Pennsylvania
PAI
1666
Pittenger & Anderson Inc
Nebraska
NRG
1667
Nemes Rush Group
Michigan
CWM
1668
Cedar Wealth Management
California
EW
1669
Elyxium Wealth
California
CIA
1670
Cape Investment Advisory
Georgia
ATC
1671
Advantage Trust Company
Kansas
CIAS
1672
CBIZ Investment Advisory Services
Ohio
CTB
1673
Country Trust Bank
Illinois
HHMI
1674
Howard Hughes Medical Institute
Maryland
AIP
1675
Alexis Investment Partners
Texas