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Paychex

1,635 hedge funds and large institutions have $40.5B invested in Paychex in 2024 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 586 increasing their positions, 571 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 71

50% more funds holding in top 10

Funds holding in top 10: 1624 (+8)

9% more capital invested

Capital invested by funds: $37.1B → $40.5B (+$3.4B)

6% more funds holding

Funds holding: 1,5421,635 (+93)

4% more call options, than puts

Call options by funds: $349M | Put options by funds: $334M

3% more repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 571

0.93% more ownership

Funds ownership: 77.06%77.99% (+0.93%)

Holders
1,635
Holders Change
+93
Holders Change %
+6.03%
% of All Funds
21.53%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
192
Increased
586
Reduced
571
Closed
71
Calls
$349M
Puts
$334M
Net Calls
+$14.9M
Net Calls Change
+$79.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
601
Pensionfund Sabic
Netherlands
$1.69M +$327K +2,300 +24%
CRI
602
Commonwealth Retirement Investments
Virginia
$1.68M +$21.9K +154 +1%
JG
603
Jain Global
New York
$1.68M +$1.7M +11,961 New
LNWWM
604
Laird Norton Wetherby Wealth Management
California
$1.66M -$51K -359 -3%
IWA
605
IVC Wealth Advisors
Pennsylvania
$1.66M -$34.2K -241 -2%
IWA
606
Icon Wealth Advisors
Texas
$1.65M +$7.81K +55 +0.5%
HR
607
Howe & Rusling
New York
$1.65M -$333K -2,346 -17%
MGWM
608
Marks Group Wealth Management
Minnesota
$1.65M +$16K +113 +1%
CA
609
Commerzbank Aktiengesellschaft
Germany
$1.62M +$109K +769 +7%
ETC
610
Exchange Traded Concepts
Oklahoma
$1.62M -$22.3K -157 -1%
ACA
611
Aptus Capital Advisors
Alabama
$1.61M +$579K +4,076 +55%
A
612
Allianz
Germany
$1.61M
PWMAG
613
Pinnacle Wealth Management Advisory Group
New Jersey
$1.61M -$9.37K -66 -0.6%
BPWM
614
Badgley Phelps Wealth Managers
Washington
$1.6M
HWM
615
HB Wealth Management
Georgia
$1.6M +$222K +1,564 +16%
UPS
616
UHLMANN PRICE SECURITIES
Illinois
$1.59M +$52K +366 +3%
BP
617
Ballentine Partners
Massachusetts
$1.59M +$49.7K +350 +3%
AL
618
Aspiriant LLC
California
$1.58M -$54.7K -385 -3%
CM
619
Crestline Management
Texas
$1.58M +$795K +5,596 +99%
DP
620
Dearborn Partners
Illinois
$1.58M +$49.7K +350 +3%
TSS
621
Thomas Story & Son
Indiana
$1.57M
IBOK
622
Independence Bank of Kentucky
Kentucky
$1.57M +$1.05M +7,365 +193%
AF
623
Allworth Financial
California
$1.56M +$196K +1,382 +15%
CIA
624
Capital Investment Advisors
Georgia
$1.55M +$118K +830 +8%
CP
625
Cumberland Partners
Ontario, Canada
$1.54M -$284K -2,000 -15%

PAYX Hedge Fund Activity: Q4 2024 in Review

1,635 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q4 2024, worth a combined $40.5B — up 9.2% from $37.1B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new PAYX positions and 71 closed out — a net gain of 121 holders — while 586 added to existing stakes and 571 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $357M. The largest seller was JP Morgan Chase, cutting an estimated $341M.

  • 1,635 institutional investors held Paychex (PAYX) as of Q4 2024, up from 1,542 in Q3 2024.
  • Funds reported $40.5B of Paychex stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 192 funds opened new Paychex positions in Q4 2024 and 71 closed out, a net change of +121 holders.
  • The largest Paychex buyer in Q4 2024 was Morgan Stanley, an estimated $357M added.
  • The largest Paychex seller in Q4 2024 was JP Morgan Chase, an estimated $341M sold.

Based on aggregated 13F filings for Q4 2024.