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Paychex

1,570 hedge funds and large institutions have $32.3B invested in Paychex in 2025 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 531 increasing their positions, 640 reducing their positions, and 171 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: 531 | Existing positions reduced: 640

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
1,570
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
$234M
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
BFS
701
Bradley Foster & Sargent
Connecticut
$924K
PGFC
702
Peapack-Gladstone Financial Corp
New Jersey
$923K
FFA
703
Fragasso Financial Advisors
Pennsylvania
$923K
JFGIW
704
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$923K
BP
705
Ballentine Partners
Massachusetts
$922K
AMG
706
Asset Management Group
Connecticut
$918K
MPIA
707
Milestones Private Investment Advisors
New York
$917K
AC
708
AlphaCore Capital
California
$916K
TSMHT
709
Thurston Springer Miller Herd & Titak
Indiana
$912K
EFS
710
Essex Financial Services
Connecticut
$911K
ADMI
711
Albert D. Mason Inc
Massachusetts
$909K
PAG
712
Powers Advisory Group
Illinois
$900K
TFA
713
Transamerica Financial Advisors
Florida
$898K
IA
714
IFP Advisors
Florida
$896K
HBT
715
Hills Bank & Trust
Iowa
$885K
TCM
716
Tran Capital Management
California
$885K
RCAG
717
Rehmann Capital Advisory Group
Michigan
$883K
OAM
718
Oppenheimer Asset Management
New York
$881K
LCM
719
Leisure Capital Management
California
$878K
HNB
720
Hilltop National Bank
Wyoming
$878K
Luther King Capital Management (LKCM)
721
Luther King Capital Management (LKCM)
Texas
$877K
SWM
722
Salvus Wealth Management
New Jersey
$872K
ECM
723
Evergreen Capital Management
Washington
$871K
CFG
724
Citizens Financial Group
Rhode Island
$871K
CAG
725
Csenge Advisory Group
Florida
$870K