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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
PGFC
701
Peapack-Gladstone Financial Corp
New Jersey
$923K
FFA
702
Fragasso Financial Advisors
Pennsylvania
$923K
JFGIW
703
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$923K
BP
704
Ballentine Partners
Massachusetts
$922K
AMG
705
Asset Management Group
Connecticut
$918K
MPIA
706
Milestones Private Investment Advisors
New York
$917K
AC
707
AlphaCore Capital
California
$916K
TSMHT
708
Thurston Springer Miller Herd & Titak
Indiana
$912K
EFS
709
Essex Financial Services
Connecticut
$911K
ADMI
710
Albert D. Mason Inc
Massachusetts
$909K
PAG
711
Powers Advisory Group
Illinois
$900K
TFA
712
Transamerica Financial Advisors
Florida
$898K
IA
713
IFP Advisors
Florida
$896K
HBT
714
Hills Bank & Trust
Iowa
$885K
TCM
715
Tran Capital Management
California
$885K
RCAG
716
Rehmann Capital Advisory Group
Michigan
$883K
OAM
717
Oppenheimer Asset Management
New York
$881K
LCM
718
Leisure Capital Management
California
$878K
HNB
719
Hilltop National Bank
Wyoming
$878K
Luther King Capital Management (LKCM)
720
Luther King Capital Management (LKCM)
Texas
$877K
SWM
721
Salvus Wealth Management
New Jersey
$872K
ECM
722
Evergreen Capital Management
Washington
$871K
CFG
723
Citizens Financial Group
Rhode Island
$871K
CAG
724
Csenge Advisory Group
Florida
$870K
S
725
SignatureFD
Georgia
$867K