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Paychex

1,563 hedge funds and large institutions have $32.3B invested in Paychex in 2025 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 530 increasing their positions, 640 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $34.7B → $32.3B (-$2.41B)

17% less repeat investments, than reductions

Existing positions increased: 530 | Existing positions reduced: 640

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
1,563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$233M
Puts
$118M
Net Calls
Net Calls Change

Top Buyers

1 +$1.32B
2 +$536M
3 +$275M
4
Select Equity Group
Select Equity Group
New York
+$159M
5
Goldman Sachs
Goldman Sachs
New York
+$112M

Top Sellers

1 -$415M
2 -$272M
3 -$128M
4
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
-$107M
5
Millennium Management
Millennium Management
New York
-$99.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
601
First Horizon Corporation
Tennessee
$1.33M
LOAMS
602
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.33M
MTC
603
Matrix Trust Company
Colorado
$1.32M
UPS
604
UHLMANN PRICE SECURITIES
Illinois
$1.31M
DAS
605
DMKC Advisory Services
Iowa
$1.3M
BFG
606
Bleakley Financial Group
New Jersey
$1.3M
WA
607
Wealth Alliance
New York
$1.29M
A
608
Allianz
Germany
$1.29M
RCM
609
Raleigh Capital Management
North Carolina
$1.28M
LWP
610
LMG Wealth Partners
Louisiana
$1.28M
JSW
611
Journey Strategic Wealth
New Jersey
$1.27M
LF
612
Lee Financial
Texas
$1.27M
BWG
613
Boomfish Wealth Group
Georgia
$1.27M
BPWM
614
Badgley Phelps Wealth Managers
Washington
$1.27M
CHJWM
615
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.27M
AFS
616
Access Financial Services
Minnesota
$1.27M
FB
617
Fulton Bank
Pennsylvania
$1.26M
PSP
618
Principal Street Partners
Tennessee
$1.26M
RT
619
Rockland Trust
Massachusetts
$1.26M
HNB
620
Huntington National Bank
Ohio
$1.26M
PDL
621
Portfolio Design Labs
California
$1.25M
AL
622
Aspiriant LLC
California
$1.25M
YIH
623
Y-Intercept (HK)
Hong Kong
$1.24M
EWM
624
EPG Wealth Management
Georgia
$1.24M
NDSIB
625
North Dakota State Investment Board
North Dakota
$1.24M