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Paychex

1,586 hedge funds and large institutions have $32.3B invested in Paychex in 2025 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 534 increasing their positions, 643 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:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $34.8B → $32.3B (-$2.44B)

17% less repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 643

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
1,586
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
OHWP
701
Oak Harbor Wealth Partners
North Carolina
$930K
AG
702
Advocate Group
Minnesota
$930K
LIM
703
Leavell Investment Management
Alabama
$929K
GSEP
704
Golden State Equity Partners
California
$926K
BFS
705
Bradley Foster & Sargent
Connecticut
$924K
PGFC
706
Peapack-Gladstone Financial Corp
New Jersey
$923K
FFA
707
Fragasso Financial Advisors
Pennsylvania
$923K
JFGIW
708
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$923K
BP
709
Ballentine Partners
Massachusetts
$922K
AMG
710
Asset Management Group
Connecticut
$918K
MPIA
711
Milestones Private Investment Advisors
New York
$917K
AC
712
AlphaCore Capital
California
$916K
TSMHT
713
Thurston Springer Miller Herd & Titak
Indiana
$912K
EFS
714
Essex Financial Services
Connecticut
$911K
ADMI
715
Albert D. Mason Inc
Massachusetts
$909K
PAG
716
Powers Advisory Group
Illinois
$900K
TFA
717
Transamerica Financial Advisors
Florida
$898K
IA
718
IFP Advisors
Florida
$896K
HBT
719
Hills Bank & Trust
Iowa
$885K
TCM
720
Tran Capital Management
California
$885K
RCAG
721
Rehmann Capital Advisory Group
Michigan
$883K
OAM
722
Oppenheimer Asset Management
New York
$881K
LCM
723
Leisure Capital Management
California
$878K
HNB
724
Hilltop National Bank
Wyoming
$878K
Luther King Capital Management (LKCM)
725
Luther King Capital Management (LKCM)
Texas
$877K